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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
VWA
2951
VSM Wealth Advisory
Maryland
$45.1K +$43.1K +135 New
PCTC
2952
Perkins Coie Trust Company
Washington
$45.1K
CIR
2953
Clear Investment Research
Georgia
$42.9K -$319 -1 -0.8%
CTA
2954
Colonial Trust Advisors
South Carolina
$42.5K -$3.51K -11 -8%
PP
2955
Pingora Partners
Wyoming
$41.8K
AP
2956
Aspect Partners
Virginia
$40.1K +$4.79K +15 +14%
MSG
2957
Main Street Group
Virginia
$39.1K
KSWA
2958
Kathleen S. Wright Associates
Pennsylvania
$39.1K
HGERS
2959
Householder Group Estate & Retirement Specialist
Arizona
$39K -$108K -338 -74%
GCM
2960
Gables Capital Management
Florida
$38.8K
SC
2961
Stephens Consulting
Michigan
$38.4K
RWM
2962
Ruedi Wealth Management
Illinois
$37.8K
CAM
2963
Chesapeake Asset Management
New York
$36.9K +$957 +3 +3%
BC
2964
Barrett & Company
Rhode Island
$36.8K
RTL
2965
Red Tortoise LLC
Georgia
$36.3K
HHGA
2966
Halbert Hargrove Global Advisors
California
$35.2K +$33.5K +105 New
LAMC
2967
Longview Asset Management (California)
California
$35.1K +$33.5K +105 New
WTFG
2968
Wood Tarver Financial Group
Idaho
$35K +$34.1K +107 New
GFL
2969
Granite FO LLC
New Hampshire
$34.4K
CMA
2970
Cedar Mountain Advisors
Oregon
$34.2K -$2.87K -9 -8%
APW
2971
Atlantic Private Wealth
North Carolina
$34.1K +$638 +2 +2%
TC
2972
Tacita Capital
Ontario, Canada
$33.4K
SWM
2973
Sugarloaf Wealth Management
Georgia
$33.4K +$7.66K +24 +32%
PSB
2974
Piscataqua Savings Bank
New Hampshire
$33.4K
SRCM
2975
Signature Resources Capital Management
California
$32.6K

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.