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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
SIA
2701
SGL Investment Advisors
Montana
$241K +$16.3K +51 +7%
AFW
2702
Avantra Family Wealth
Pennsylvania
$240K +$229K +718 New
MWM
2703
MinichMacGregor Wealth Management
New York
$240K +$229K +717 New
CWM
2704
CCG Wealth Management
California
$240K +$229K +717 New
WDC
2705
Woodward Diversified Capital
California
$239K -$31.9K -100 -12%
AWG
2706
Altus Wealth Group
Colorado
$238K +$228K +713 New
SI
2707
Saxon Interests
Texas
$238K +$227K +711 New
BL
2708
Balentine LLC
Georgia
$237K +$227K +710 New
BPC
2709
Bearing Point Capital
Minnesota
$237K +$227K +710 New
ONSWM
2710
Old North State Wealth Management
North Carolina
$237K -$114K -356 -34%
EFG
2711
Ethos Financial Group
Pennsylvania
$237K +$226K +707 New
PRTG
2712
Post Resch Tallon Group
New York
$236K +$228K +714 New
TKP
2713
Tallon Kerry Patrick
$236K +$228K +714 New
AIM
2714
Athena Investment Management
California
$236K +$225K +705 New
GSWM
2715
Greenup Street Wealth Management
Michigan
$235K -$2.08M -6,521 -90%
BCM
2716
Blume Capital Management
California
$234K -$2.23K -7 -1%
GIP
2717
Greatmark Investment Partners
Georgia
$234K +$223K +700 New
UWPG
2718
Ullmann Wealth Partners Group
Florida
$234K +$223K +699 New
AWM
2719
Alterna Wealth Management
Texas
$233K +$222K +697 New
BBW
2720
Blue Barn Wealth
Utah
$233K +$222K +696 New
VP
2721
Verum Partners
North Carolina
$232K +$222K +695 New
SC
2722
Stance Capital
Massachusetts
$232K +$222K +695 New
JBA
2723
Johnson Bixby & Associates
Washington
$232K +$221K +694 New
RWM
2724
RKL Wealth Management
Pennsylvania
$232K +$221K +693 New
TWM
2725
Tanager Wealth Management
United Kingdom
$231K +$220K +690 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.