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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
FIM
2851
FWL Investment Management
Texas
$137K +$31.9K +100 +32%
FMP
2852
Financial Management Professionals
Texas
$136K +$2.55K +8 +2%
FDCP
2853
Foster Dykema Cabot & Partners
Massachusetts
$133K -$152K -475 -54%
ACA
2854
Atlas Capital Advisors
Wyoming
$132K
AP
2855
Atwood & Palmer
Missouri
$127K
EFP
2856
EnRich Financial Partners
Wisconsin
$125K
BGAI
2857
Bruce G. Allen Investments
Colorado
$125K +$93.2K +292 +360%
SFGP
2858
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$123K +$117K +368 New
BHWM
2859
Beaird Harris Wealth Management
Texas
$123K -$93.8K -294 -44%
AIM
2860
Acropolis Investment Management
Missouri
$122K +$116K +365 New
KI
2861
Kapitalo Investimentos
Brazil
$121K +$116K +362 New
ACA
2862
American Capital Advisory
Idaho
$120K
PWMG
2863
Private Wealth Management Group
New Jersey
$119K
CPG
2864
Cornerstone Planning Group
New Jersey
$117K +$3.51K +11 +3%
CWM
2865
Consultiva Wealth Management
Puerto Rico
$117K +$112K +351 New
CHC
2866
City Holding Co
West Virginia
$117K
JAM
2867
JCIC Asset Management
Ontario, Canada
$116K +$2.23K +7 +2%
AAG
2868
Armstrong Advisory Group
Massachusetts
$115K +$24.6K +77 +29%
SIS
2869
Strategic Investment Solutions
Illinois
$112K +$95.7K +300 +297%
SAM
2870
Sherman Asset Management
California
$111K +$106K +333 New
ECM
2871
Estabrook Capital Management
New York
$111K
FP
2872
Financial Perspectives
Minnesota
$109K +$33.2K +104 +47%
OAJ
2873
Ogorek Anthony Joseph
New York
$108K +$319 +1 +0.3%
BHWM
2874
Bay Harbor Wealth Management
Maryland
$105K +$1.28K +4 +1%
EPAM
2875
Evelyn Partners Asset Management
$105K +$99.9K +313 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.