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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
MLA
2876
MB, Levis & Associates
Pennsylvania
$104K
VFM
2877
Vision Financial Markets
Connecticut
$104K +$98.9K +310 New
BONH
2878
Bank of New Hampshire
New Hampshire
$104K
UIA
2879
Ulland Investment Advisors
Minnesota
$103K
LCM
2880
Logan Capital Management
Pennsylvania
$100K +$638 +2 +0.7%
HFS
2881
Horizon Financial Services
North Carolina
$99.6K
PMFA
2882
Plante Moran Financial Advisors
Michigan
$99K -$7.98K -25 -8%
PWMG
2883
Prestige Wealth Management Group
New Jersey
$97.7K
DAM
2884
Delta Asset Management
Tennessee
$97.6K
BBPWM
2885
Blue Bell Private Wealth Management
Pennsylvania
$96.3K -$2.23K -7 -2%
NCM
2886
Northwest Capital Management
Oregon
$94.6K
AWM
2887
Activest Wealth Management
Florida
$92K +$1.92K +6 +2%
CBT
2888
Crews Bank & Trust
Florida
$90.6K +$86.5K +271 New
LOIP
2889
Live Oak Investment Partners
Texas
$89.6K
CAM
2890
Creekmur Asset Management
Illinois
$88.6K -$2.55K -8 -3%
FPB
2891
First PREMIER Bank
South Dakota
$88K -$63.8K -200 -43%
TVWM
2892
Tower View Wealth Management
Wisconsin
$87.3K
VAG
2893
VisionPoint Advisory Group
Texas
$87.3K +$84.3K +264 New
FCG
2894
Financial Connections Group
California
$87K -$36.4K -114 -30%
CSC
2895
Caldwell Sutter Capital
California
$86.3K -$9.57K -30 -10%
IHWM
2896
Iron Horse Wealth Management
Iowa
$84.3K
VIA
2897
Virtus Investment Advisers
Connecticut
$82.9K
CCA
2898
Cadent Capital Advisors
Oklahoma
$81.8K +$78.2K +245 New
QL
2899
Quarry LP
New York
$81.6K +$77.9K +244 New
AA
2900
AlphaMark Advisors
Kentucky
$80K +$32.6K +102 +75%

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.