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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
FWA
2926
FSC Wealth Advisors
New York
$59.5K +$56.8K +178 New
MHR
2927
Matthew Hamilton Rosenberg
$59.2K +$26.5K +83 +88%
KPP
2928
Kings Path Partners
Texas
$58.8K
KBFS
2929
Kohmann Bosshard Financial Services
Ohio
$58.8K +$56.2K +176 New
MSFP
2930
Mark Sheptoff Financial Planning
Connecticut
$58.5K -$39.9K -125 -42%
RCM
2931
Richardson Capital Management
Wisconsin
$56.8K
CTWM
2932
Cherry Tree Wealth Management
Minnesota
$56.2K
1IA
2933
1620 Investment Advisors
Massachusetts
$56.1K -$638 -2 -1%
EWP
2934
Elevation Wealth Partners
California
$55.2K
MG
2935
MilWealth Group
Wisconsin
$55.2K
FF
2936
Friedenthal Financial
New Jersey
$55.2K +$52.7K +165 New
GK
2937
Graney & King
New York
$53.7K +$51.4K +161 New
RWML
2938
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$53.5K -$1.92K -6 -4%
USB
2939
Union Savings Bank
Connecticut
$51.8K
CWP
2940
Clark Wealth Partners
Illinois
$50.6K +$48.2K +151 New
IWP
2941
IAG Wealth Partners
Wisconsin
$50.1K
SGC
2942
Slocum, Gordon & Co
Rhode Island
$50.1K
PP
2943
Pacifica Partners
Canada
$47.6K
GJIA
2944
Glass Jacobson Investment Advisors
Maryland
$46.8K
SO
2945
Sierra Ocean
California
$46.5K +$44.4K +139 New
PK
2946
Pflug Koory
Nebraska
$46.1K
POIA
2947
Pin Oak Investment Advisors
Texas
$46K
PA
2948
Pineridge Advisors
Missouri
$45.8K +$19.8K +62 +83%
RFG
2949
REAP Financial Group
Texas
$45.5K -$20.7K -65 -32%
CWC
2950
Carolinas Wealth Consulting
North Carolina
$45.2K

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.