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Salesforce

3,102 hedge funds and large institutions have $261B invested in Salesforce in 2024 Q4 according to their latest regulatory filings, with 592 funds opening new positions, 1,194 increasing their positions, 1,027 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 592 | Existing positions closed: 87

77% more funds holding in top 10

Funds holding in top 10: 75133 (+58)

25% more capital invested

Capital invested by funds: $209B → $261B (+$52B)

17% more funds holding

Funds holding: 2,6483,102 (+454)

16% more repeat investments, than reductions

Existing positions increased: 1,194 | Existing positions reduced: 1,027

1.07% more ownership

Funds ownership: 79.91%80.97% (+1.1%)

1% less call options, than puts

Call options by funds: $7.3B | Put options by funds: $7.36B

Holders
3,102
Holders Change
+454
Holders Change %
+17.15%
% of All Funds
40.85%
Holding in Top 10
133
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+77.33%
% of All Funds
1.75%
New
592
Increased
1,194
Reduced
1,027
Closed
87
Calls
$7.3B
Puts
$7.36B
Net Calls
-$59.5M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
2676
Consolidated Planning Corp
Georgia
$252K +$319 +1 +0.1%
PWA
2677
Prairie Wealth Advisors
Nebraska
$252K +$241K +754 New
OWCM
2678
One Wealth Capital Management
Arizona
$252K +$241K +754 New
AF
2679
Affiance Financial
Minnesota
$252K -$27.8K -87 -10%
PSF
2680
Pacific Sun Financial
California
$252K
HAIM
2681
Hunter Associates Investment Management
Pennsylvania
$250K +$238K +747 New
AFG
2682
ABLE Financial Group
Arizona
$250K -$9.26K -29 -4%
AIC
2683
Archer Investment Corporation
Indiana
$250K +$319 +1 +0.1%
SN
2684
Sittner & Nelson
Oregon
$250K -$14.4K -45 -6%
SCM
2685
Schnieders Capital Management
California
$250K
GHA
2686
Granite Harbor Advisors
Texas
$248K +$638 +2 +0.3%
CWS
2687
Cypress Wealth Services
California
$248K +$236K +741 New
FCT
2688
First Community Trust
Iowa
$247K +$3.83K +12 +2%
KWM
2689
Keebeck Wealth Management
Illinois
$247K +$236K +739 New
CIAM
2690
Caitong International Asset Management
Hong Kong
$247K +$236K +739 New
TA
2691
TruWealth Advisors
Louisiana
$246K +$957 +3 +0.4%
GIA
2692
Guyasuta Investment Advisors
Pennsylvania
$246K
PCMC
2693
Private Capital Management (Colorado)
Colorado
$245K -$25.9K -81 -10%
WPA
2694
West Paces Advisors
Georgia
$243K -$14.4K -45 -6%
CCA
2695
Catalyst Capital Advisors
New York
$243K +$19.5K +61 +9%
PPWM
2696
Perissos Private Wealth Management
Oklahoma
$242K +$231K +725 New
HC
2697
Hamilton Capital
Ohio
$242K
GWM
2698
GSB Wealth Management
Connecticut
$242K +$231K +723 New
FMN
2699
Financial Management Network
California
$241K -$1.28K -4 -0.6%
TFA
2700
Tranquilli Financial Advisor
New Jersey
$241K +$230K +720 New

CRM Hedge Fund Activity: Q4 2024 in Review

3,102 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2024, worth a combined $261B — up 25% from $209B a quarter earlier.

Buyers outnumbered sellers: 592 funds opened new CRM positions and 87 closed out — a net gain of 505 holders — while 1,194 added to existing stakes and 1,027 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.46B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.26B.

  • 3,102 institutional investors held Salesforce (CRM) as of Q4 2024, up from 2,648 in Q3 2024.
  • Funds reported $261B of Salesforce stock for Q4 2024, up 25% quarter-over-quarter.
  • 592 funds opened new Salesforce positions in Q4 2024 and 87 closed out, a net change of +505 holders.
  • The largest Salesforce buyer in Q4 2024 was JP Morgan Chase, an estimated $1.46B added.
  • The largest Salesforce seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $1.26B sold.

Based on aggregated 13F filings for Q4 2024.