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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
CCC
2801
Compass Capital Corp
Massachusetts
$206K +$197K +616 New
FC
2802
Financial Council
Maryland
$206K +$197K +616 New
3F
2803
360 Financial
Minnesota
$206K +$196K +615 New
TBWA
2804
Three Bridge Wealth Advisors
California
$205K +$195K +611 New
4WM
2805
49 Wealth Management
Texas
$204K +$195K +610 New
LFS
2806
Legacy Financial Strategies
Kansas
$204K +$197K +616 New
SFC
2807
Strategic Financial Concepts
Texas
$204K +$195K +610 New
CS
2808
Capital Square
Tennessee
$204K +$195K +610 New
PAA
2809
Peregrine Asset Advisers
Oregon
$204K +$194K +609 New
CIAS
2810
CFS Investment Advisory Services
New Jersey
$203K +$194K +608 New
PFS
2811
Prospect Financial Services
New York
$203K +$194K +607 New
GRA
2812
Golden Road Advisors
Florida
$202K +$193K +605 New
MAM
2813
Mainsail Asset Management
Alabama
$202K +$193K +604 New
RPGK
2814
Retirement Planning Group (Kansas)
Kansas
$201K +$192K +602 New
LFGO
2815
Legacy Financial Group (Oklahoma)
Oklahoma
$201K +$192K +602 New
LRPA
2816
L. Roy Papp & Associates
Arizona
$201K +$192K +601 New
GC
2817
Globeflex Capital
California
$201K
NCM
2818
Neumann Capital Management
California
$201K +$191K +600 New
RCWM
2819
Royal Capital Wealth Management
Indiana
$201K +$191K +600 New
RT
2820
Rockland Trust
Massachusetts
$200K +$191K +599 New
DCBT
2821
Dakota Community Bank & Trust
North Dakota
$198K +$46.3K +145 +33%
SIS
2822
Sound Income Strategies
Florida
$191K -$21.4K -67 -10%
GKIM
2823
GW&K Investment Management
Massachusetts
$191K +$8.62K +27 +5%
TF
2824
Tompkins Financial
New York
$191K
PSFG
2825
Park Square Financial Group
Georgia
$190K +$182K +569 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.