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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
GIA
2901
GHP Investment Advisors
Colorado
$78.6K -$7.66K -24 -9%
HFM
2902
Hartford Financial Management
Connecticut
$78.6K
MA
2903
MCF Advisors
Kentucky
$77.3K +$28.7K +90 +64%
PCFFS
2904
Pacific Center for Financial Services
California
$77.1K +$319 +1 +0.4%
PCWA
2905
Pacific Capital Wealth Advisors
California
$74.9K -$4.47K -14 -6%
CFS
2906
CGC Financial Services
Oregon
$74.6K
NWMP
2907
Noble Wealth Management PBC
Colorado
$72.9K +$69.6K +218 New
FIA
2908
FPC Investment Advisory
California
$69K +$59.7K +187 +1,247%
TAM
2909
Tucker Asset Management
Colorado
$68.9K -$3.83K -12 -6%
RWS
2910
Retirement Wealth Solutions
Wisconsin
$67.3K +$67.7K +212 New
AWM
2911
Ameliora Wealth Management
Switzerland
$66.9K +$63.8K +200 New
SC
2912
Swan Capital
Florida
$66.9K -$41.2K -129 -39%
BIM
2913
Breakwater Investment Management
Washington
$66.9K
EA
2914
Emerald Advisers
Pennsylvania
$66.9K
CWM
2915
Crowley Wealth Management
Delaware
$66.9K +$63.8K +200 New
T
2916
Tidemark
California
$66.9K +$5.75K +18 +10%
AW
2917
Avion Wealth
Texas
$65K +$32.2K +101 +106%
TIM
2918
Tortoise Investment Management
New York
$64.5K +$7.66K +24 +14%
MS
2919
Mizuho Securities
Japan
$63.8K -$2.52M -7,900 -98%
BTC
2920
Bank & Trust Company
Illinois
$63.5K -$1.6K -5 -3%
CI
2921
Cordant Inc
Oregon
$63.5K +$60.6K +190 New
CAC
2922
Core Alternative Capital
Georgia
$62.9K +$11.2K +35 +23%
CWM
2923
Cedar Wealth Management
California
$62.5K -$488K -1,529 -89%
WA
2924
Whipplewood Advisors
Colorado
$61.9K +$59K +185 New
KG
2925
Kieckhefer Group
Wisconsin
$60.2K +$57.4K +180 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.