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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
CCM
2726
Chiron Capital Management
Florida
$231K +$220K +690 New
RIM
2727
Rockbridge Investment Management
New York
$231K +$220K +690 New
GP
2728
Guardian Partners
Canada
$230K +$225K +705 New
CMS
2729
Capital Market Strategies
Florida
$230K +$219K +687 New
EPA
2730
Element Pointe Advisors
Florida
$230K +$219K +687 New
TFF
2731
The Family Firm
Maryland
$230K +$219K +686 New
GAM
2732
Griffin Asset Management
New York
$229K +$219K +686 New
TCWM
2733
Total Clarity Wealth Management
Illinois
$229K +$219K +686 New
TFG
2734
Taylor Financial Group
Virginia
$229K +$219K +685 New
VIA
2735
Victrix Investment Advisors
Florida
$228K +$218K +683 New
ABC
2736
Associated Banc-Corp
Wisconsin
$228K +$217K +681 New
AA
2737
Acorns Advisers
California
$227K +$217K +680 New
CWM
2738
Cherrydale Wealth Management
New Jersey
$227K +$216K +678 New
WJA
2739
Willis Johnson & Associates
Texas
$227K -$207K -649 -49%
KFA
2740
Kelleher Financial Advisors
New York
$226K +$216K +677 New
MSRI
2741
Michael S. Ryan Inc
New York
$226K +$216K +677 New
CC
2742
Centiva Capital
New York
$226K -$465K -1,458 -68%
BFO
2743
Biltmore Family Office
North Carolina
$226K -$22K -69 -9%
RCM
2744
RNC Capital Management
California
$225K +$215K +673 New
HAC
2745
Harbor Advisory Corp
New Hampshire
$224K +$214K +671 New
WA
2746
Wealthstream Advisors
New York
$224K +$214K +670 New
GA
2747
GoalVest Advisory
New York
$224K -$90K -282 -30%
CPRC
2748
Consolidated Portfolio Review Corp
New York
$223K +$213K +668 New
MFC
2749
Morris Financial Concepts
South Carolina
$223K +$213K +667 New
M1FG
2750
Mach-1 Financial Group
Arkansas
$223K -$60.3K -189 -22%

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.