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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
PFT
3026
Providence First Trust
Arizona
$16.7K +$16K +50 New
SIC
3027
SJS Investment Consulting
Ohio
$16.4K -$18.8K -59 -55%
XC
3028
XY Capital
Hong Kong
$16K +$15.3K +48 New
EA
3029
Evolution Advisers
Virginia
$16K
PP
3030
PrairieView Partners
Minnesota
$16K
CMP
3031
Coston McIsaac & Partners
Maine
$16K +$957 +3 +6%
MSWA
3032
Marshall & Sterling Wealth Advisors
New York
$15.4K +$15K +47 New
NECFA
3033
New England Capital Financial Advisors
Connecticut
$15.1K
Cohen & Steers
3034
Cohen & Steers
New York
$15K
HC
3035
Hurley Capital
New York
$14.6K +$12.4K +39 New
MBFW
3036
Morton Brown Family Wealth
Pennsylvania
$14K
HFS
3037
HBC Financial Services
Washington
$14K
KHC
3038
Koesten Hirschmann & Crabtree
Kansas
$13.7K +$12.8K +40 +4,000%
DRP
3039
Decker Retirement Planning
Utah
$13.7K +$13.1K +41 New
WCM
3040
WealthTrak Capital Management
Virginia
$13.7K +$13.1K +41 New
CB
3041
Centennial Bank
Arkansas
$13.4K
MAM
3042
Morse Asset Management
Connecticut
$12.7K +$12.1K +38 New
STB
3043
S&T Bank
Pennsylvania
$12K +$11.5K +36 New
WWA
3044
Wingate Wealth Advisors
Massachusetts
$12K +$11.5K +36 New
RF
3045
Robinswood Financial
Washington
$11.7K
LWA
3046
Lowe Wealth Advisors
Maryland
$11.7K +$5.42K +17 +94%
HWA
3047
HHM Wealth Advisors
Tennessee
$11.7K +$5.75K +18 +106%
CPL
3048
Capital & Planning LLC
Georgia
$11.7K +$11.2K +35 New
GGI
3049
Godsey & Gibb Inc
Virginia
$11.4K -$27.4K -86 -72%
AEPWM
3050
Atlantic Edge Private Wealth Management
Florida
$11.4K +$10.9K +34 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.