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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
3001
Valued Wealth Advisors
Utah
$23.8K -$7.02K -22 -24%
BAM
3002
Bellevue Asset Management
Washington
$23.4K
CAM
3003
Costello Asset Management
Pennsylvania
$23.1K
CJ
3004
Caitlin John
Michigan
$22.4K
OLVIG
3005
Oliver Lagore Vanvalin Investment Group
Michigan
$22.4K
FNWA
3006
Financial Network Wealth Advisors
Utah
$21.7K -$46K -144 -69%
PG
3007
Proffitt & Goodson
Tennessee
$21.4K -$2.23K -7 -10%
SC
3008
Steph & Co
Wisconsin
$21.1K -$15.3K -48 -43%
LFASL
3009
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K
PIS
3010
POM Investment Strategies
North Carolina
$20.4K
BA
3011
Bellwether Advisors
Nebraska
$20.4K +$19.5K +61 New
TC
3012
Trust Company
Kansas
$20.1K
AAMU
3013
AEGON Asset Management (UK)
United Kingdom
$19.7K +$18.8K +59 New
PP
3014
PFS Partners
New Jersey
$19.5K
MAS
3015
MPWM Advisory Solutions
Georgia
$19.1K +$18.2K +57 New
WAM
3016
WFA Asset Management
Wisconsin
$18.8K -$32.6K -102 -65%
PCC
3017
Park Circle Company
Maryland
$18.1K
CWM
3018
Centricity Wealth Management
Ohio
$17.7K +$16.9K +53 New
MCA
3019
Midwest Capital Advisors
Michigan
$17.7K +$16.9K +53 New
VWWMG
3020
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K
HIMS
3021
Hager Investment Management Services
New Hampshire
$17.1K +$16.3K +51 New
FFA
3022
Fairfield Financial Advisors
Massachusetts
$16.8K
LB
3023
Legacy Bridge
Iowa
$16.7K
MFC
3024
Mechanics Financial Corp
Ohio
$16.7K
MFG
3025
Menard Financial Group
Texas
$16.7K +$16K +50 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.