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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
RFA
2976
Reyes Financial Architecture
California
$32.4K +$31K +97 New
OA
2977
Operose Advisors
Wisconsin
$32.1K -$53K -166 -63%
CP
2978
Castleview Partners
Texas
$31.7K +$13.7K +43 +81%
CF
2979
Collier Financial
Colorado
$31.6K +$30K +94 New
Q1WB
2980
Quest 10 Wealth Builders
Virginia
$31.4K +$30K +94 New
FWM
2981
FSA Wealth Management
Massachusetts
$31.2K -$31.6K -99 -52%
API
2982
Asset Planning Inc
California
$31.1K +$29.7K +93 New
MWA
2983
Medallion Wealth Advisors
Connecticut
$31K +$32.2K +101 New
NI
2984
NCP Inc
California
$30.4K
ZRP
2985
Zynergy Retirement Planning
New Jersey
$30.1K
CFS
2986
Compass Financial Services
Iowa
$29.8K +$28.4K +89 New
TCM
2987
Tradewinds Capital Management
Washington
$29.8K
AT
2988
Arlington Trust
Alabama
$29.1K +$12.8K +40 +85%
PC
2989
Promus Capital
Illinois
$28.8K +$27.4K +86 New
FWM
2990
FLP Wealth Management
Arkansas
$28.5K +$27.1K +85 New
ICM
2991
Islay Capital Management
Texas
$28.4K
DPW
2992
DiNuzzo Private Wealth
Pennsylvania
$28.1K
NC
2993
NewSquare Capital
Pennsylvania
$27.4K +$7.66K +24 +41%
DCM
2994
Disciplina Capital Management
Tennessee
$27.1K
AWM
2995
Accredited Wealth Management
Kentucky
$26.8K +$25.5K +80 New
LIS
2996
Legacy Investment Solutions
Idaho
$26.7K +$6.06K +19 +30%
LWMI
2997
Legacy Wealth Management (Idaho)
Idaho
$26.7K +$6.06K +19 +30%
WAG
2998
Wiser Advisor Group
Arizona
$25.9K
DMKJ
2999
David M. Knott Jr
$25.7K
VWM
3000
Vermillion Wealth Management
Minnesota
$24.2K +$23K +72 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.