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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
BMM
2776
Buffington Mohr McNeal
Idaho
$215K +$205K +642 New
SFA
2777
Seneca Financial Advisors
New York
$215K +$205K +642 New
NCM
2778
NCM Capital Management
New Jersey
$214K +$205K +641 New
AAM
2779
Austin Asset Management
Texas
$214K +$204K +640 New
HG
2780
Harbor Group
New Hampshire
$212K +$202K +633 New
SGK
2781
Steigerwald Gordon & Koch
Virginia
$212K +$202K +633 New
C1AG
2782
Client 1st Advisory Group
Florida
$211K +$201K +631 New
LPFG
2783
Landing Point Financial Group
Ohio
$210K +$206K +645 New
WN
2784
Williams & Novak
California
$210K +$200K +627 New
WMWM
2785
Whitaker-Myers Wealth Managers
Ohio
$209K -$37.3K -117 -16%
FAN
2786
Financial Advisors Network
California
$209K +$200K +626 New
Fiera Capital (Canada)
2787
Fiera Capital (Canada)
Quebec, Canada
$209K +$199K +625 New
VAM
2788
Vienna Asset Management
California
$209K +$199K +625 New
TA
2789
Townsend & Associates
Colorado
$209K +$204K +639 New
LSA
2790
Lion Street Advisors
Texas
$209K +$199K +624 New
BFA
2791
Bill Few Associates
Pennsylvania
$209K +$199K +624 New
BOJHT
2792
Bank of Jackson Hole Trust
Wyoming
$208K +$199K +623 New
ORC
2793
O'Rourke & Company
Massachusetts
$208K +$199K +623 New
UOTTAIMCU
2794
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$208K
ACA
2795
Affinity Capital Advisors
California
$208K +$204K +639 New
HIM
2796
Hanlon Investment Management
New Jersey
$207K +$198K +619 New
NIA
2797
NBZ Investment Advisors
Tennessee
$207K +$198K +619 New
FF
2798
Francis Financial
$207K +$331K +1,036 New
W
2799
Wealthquest
Ohio
$207K +$197K +618 New
AIA
2800
Accelerate Investment Advisors
California
$206K +$197K +618 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.