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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
CJL
3051
Cyrus J. Lawrence
New York
$11K +$11.2K +35 New
CCA
3052
Criterion Capital Advisors
Tennessee
$10.8K
GIM
3053
Gold Investment Management
Alberta, Canada
$10.4K
SMAM
3054
Sugar Maple Asset Management
Wisconsin
$10K +$9.57K +30 New
CWA
3055
Carolina Wealth Advisors
South Carolina
$9.7K -$8.3K -26 -47%
APM
3056
a16z Perennial Management
California
$9.36K -$3.06M -9,600 -100%
CIAS
3057
CBIZ Investment Advisory Services
Ohio
$9.03K +$6.06K +19 +238%
CI
3058
Clal Insurance
Israel
$9K +$8.3K +26 New
TWD
3059
True Wealth Design
Ohio
$8.89K +$3.19K +10 +59%
TCM
3060
TD Capital Management
Tennessee
$8.71K
PWA
3061
Provenance Wealth Advisors
Florida
$8.36K
PWA
3062
Principia Wealth Advisory
Texas
$8.36K +$7.98K +25 New
CJH
3063
Christopher J. Hasenberg
Wisconsin
$8.02K
BG
3064
Bollard Group
Massachusetts
$8K
JGIA
3065
Jackson Grant Investment Advisers
Connecticut
$7.36K
RAM
3066
Riggs Asset Management
Pennsylvania
$7.05K +$638 +2 +11%
DWM
3067
Darwin Wealth Management
Florida
$7.02K +$6.7K +21 New
LSV Asset Management
3068
LSV Asset Management
Illinois
$7K +$6.38K +20 New
PS
3069
PayPay Securities
Japan
$6.69K -$1.28K -4 -17%
CAWM
3070
Capital A Wealth Management
Pennsylvania
$6.69K +$6.38K +20 New
SIM
3071
Synergy Investment Management
Florida
$6.69K +$6.38K +20 New
WW
3072
Winnow Wealth
Texas
$6.54K +$6.38K +20 New
HWM
3073
HighMark Wealth Management
Minnesota
$6.35K
RL
3074
Rogco LP
Oklahoma
$6.02K
DWA
3075
Delos Wealth Advisors
Texas
$6.02K +$5.75K +18 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.