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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
FYW
2751
Future You Wealth
New York
$223K +$213K +666 New
LFP
2752
Leeward Financial Partners
Washington
$223K +$213K +666 New
PCP
2753
Panoramic Capital Partners
Oregon
$223K +$213K +666 New
RIG
2754
RiverFront Investment Group
Virginia
$223K +$213K +666 New
SA
2755
Stewardship Advisors
Pennsylvania
$222K +$212K +664 New
EAM
2756
Empirical Asset Management
Massachusetts
$222K +$13.4M +42,048 New
AWA
2757
Aletheian Wealth Advisors
Washington
$221K +$211K +660 New
EA
2758
Echo45 Advisors
California
$220K +$211K +660 New
VHAM
2759
Van Hulzen Asset Management
California
$219K +$209K +656 New
FBC
2760
Fairfield, Bush & Co
Connecticut
$219K +$209K +655 New
BOSSRA
2761
B.O.S.S. Retirement Advisors
Utah
$219K -$4M -12,544 -95%
RA
2762
Resolute Advisors
California
$219K +$208K +653 New
DBRC
2763
D.B. Root & Company
Pennsylvania
$218K +$208K +653 New
DAS
2764
DMKC Advisory Services
Iowa
$218K +$208K +652 New
MCM
2765
Monarch Capital Management
Indiana
$218K +$207K +650 New
MWS
2766
MFA Wealth Services
California
$217K +$208K +651 New
SC
2767
Schiavi & Co
Delaware
$217K +$207K +648 New
KP
2768
Kitching Partners
Pennsylvania
$216K +$206K +647 New
RWP
2769
Ridgecrest Wealth Partners
California
$216K +$206K +647 New
UAML
2770
US Asset Management LLC
Pennsylvania
$216K -$11.5K -36 -5%
HCM
2771
Hodges Capital Management
Texas
$216K +$206K +645 New
RA
2772
Riverstone Advisors
Texas
$216K +$206K +646 New
EBA
2773
Eagle Bay Advisors
New York
$215K -$42.4K -133 -17%
DP
2774
Denver PWM
Colorado
$215K -$7.98K -25 -4%
TWM
2775
Topsail Wealth Management
North Carolina
$215K +$205K +643 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.