We are live on ! Find out more
CRM icon

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
SLAM
251
Swiss Life Asset Management
$84.2M +$20.9M +65,444 +35%
AAB
252
ABN AMRO Bank
Netherlands
$84.2M +$1.65M +5,176 +2%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$84M +$1.49M +4,654 +2%
Twin Tree Management
254
Twin Tree Management
Texas
$83.5M +$67M +209,865 +528%
Assenagon Asset Management
255
Assenagon Asset Management
Luxembourg
$82.5M -$25.7M -80,455 -25%
Creative Planning
256
Creative Planning
Kansas
$82.2M +$3.84M +12,022 +5%
MIF
257
Mediolanum International Funds
Ireland
$82M -$6.07M -19,012 -7%
Vontobel Holding
258
Vontobel Holding
Switzerland
$81.8M -$2.75M -8,614 -3%
NCL
259
Nishkama Capital LLC
Puerto Rico
$81.8M +$75.3M +235,982 +2,716%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$81.8M +$61.4M +192,526 +370%
CGPCS
261
Capital Group Private Client Services
California
$81.5M -$864K -2,707 -1%
EAM
262
Erste Asset Management
Austria
$80.8M +$16.6M +52,081 +28%
FAM
263
Foxhaven Asset Management
Virginia
$80.7M +$77.1M +241,450 New
MPI
264
Mairs & Power Inc
Minnesota
$80.7M -$502K -1,573 -0.6%
GT
265
Glenmede Trust
Pennsylvania
$79.8M -$1.18M -3,695 -2%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$79.8M +$2.47M +7,752 +3%
GGHC
267
Gilder Gagnon Howe & Co
New York
$79.7M -$1.41M -4,405 -2%
Walleye Trading
268
Walleye Trading
New York
$79.1M +$59M +184,979 +358%
Mariner
269
Mariner
Kansas
$78.6M -$22.7M -71,171 -23%
DPL
270
Danica Pension Livsforsikrings
$78.2M +$38.1M +119,533 +105%
Osaic Holdings
271
Osaic Holdings
Arizona
$77.5M +$6.44M +20,165 +8%
LA
272
LBP AM
France
$77M +$22.2M +69,498 +43%
AAM
273
AMI Asset Management
California
$76.9M -$1.74M -5,464 -2%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$76.7M +$1.31M +4,111 +2%
CIBC World Market
275
CIBC World Market
Ontario, Canada
$76.5M +$8.45M +26,464 +13%

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.