We are live on ! Find out more
CRM icon

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
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$75.4M -$952K -2,984 -1%
WRBC
277
W.R. Berkley Corp
Connecticut
$74.8M +$71.4M +223,800 New
BBVA
278
Banco Bilbao Vizcaya Argentaria
Spain
$74.4M +$749K +2,348 +1%
Focus Partners Wealth
279
Focus Partners Wealth
Massachusetts
$74.1M +$57M +178,697 +415%
CII
280
Capital International Inc
California
$73.6M -$2.67M -8,364 -4%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$72.7M +$5.38M +16,847 +8%
HC
282
Henshaw Capital
Massachusetts
$72.3M
NW
283
NewEdge Wealth
Pennsylvania
$71.7M +$1.07M +3,351 +2%
CLOS
284
Compagnie Lombard Odier SCmA
Switzerland
$71.5M -$6.27M -19,655 -8%
TC
285
Tairen Capital
Hong Kong
$71.4M +$62.1M +194,500 +1,024%
GWMR
286
GC Wealth Management RIA
Massachusetts
$71.2M -$8.76M -27,435 -11%
Comerica Bank
287
Comerica Bank
Texas
$70.8M -$3.53M -11,049 -5%
PI
288
PineBridge Investments
New York
$70M -$4.47M -14,006 -6%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$69.7M -$2.7M -8,456 -4%
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$69.4M +$3.32M +10,394 +5%
Mirae Asset Global Investments
291
Mirae Asset Global Investments
South Korea
$69.3M +$5.63M +17,631 +9%
CNB
292
Czech National Bank
Czech Republic
$69.3M +$3.15M +9,885 +5%
Retirement Systems of Alabama
293
Retirement Systems of Alabama
Alabama
$69.2M -$1.26M -3,945 -2%
Squarepoint
294
Squarepoint
New York
$69M +$57.6M +180,342 +691%
AB
295
Amalgamated Bank
New York
$68.9M -$950K -2,977 -1%
SEIA
296
Signature Estate & Investment Advisors
California
$68.7M -$4.93M -15,454 -7%
X
297
Xponance
Pennsylvania
$68.1M -$495K -1,551 -0.8%
HF
298
HRT Financial
New York
$68.1M +$65M +203,628 New
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$68M -$2.45M -7,668 -4%
TAM
300
Tocqueville Asset Management
New York
$67.9M -$3M -9,386 -4%

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.