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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
FWA
3076
Flagship Wealth Advisors
Massachusetts
$6.02K +$5.75K +18 New
CTB
3077
Country Trust Bank
Illinois
$5.68K +$5.42K +17 New
TCM
3078
TruNorth Capital Management
Michigan
$5.01K -$1.92K -6 -29%
PPA
3079
Painted Porch Advisors
California
$5.01K +$4.79K +15 New
KFP
3080
Keener Financial Planning
Texas
$5K
LAM
3081
Lummis Asset Management
Texas
$4.68K -$638 -2 -13%
WCM
3082
Westend Capital Management
California
$4.68K
AWM
3083
Atticus Wealth Management
Florida
$4.35K -$7.66K -24 -65%
MFT
3084
Moisand Fitzgerald Tamayo
Florida
$4.35K -$3.83K -12 -48%
SWM
3085
Sanctuary Wealth Management
Idaho
$4.35K
ACM
3086
Anfield Capital Management
California
$4.01K -$7.98K -25 -68%
OSNBOA
3087
Old Second National Bank of Aurora
Illinois
$4.01K -$6.06K -19 -61%
NS
3088
NBC Securities
Alabama
$3.98K -$3.7M -11,587 -100%
FC
3089
Family CFO
California
$3.68K +$3.51K +11 New
FS
3090
Financially Speaking
Colorado
$3.68K +$3.51K +11 New
CAIM
3091
Catherine Avery Investment Management
Florida
$3.34K +$3.19K +10 New
RDFA
3092
Ritter Daniher Financial Advisory
Ohio
$3.01K -$319 -1 -10%
JFG
3093
JDM Financial Group
Texas
$3.01K
TLCM
3094
Twin Lakes Capital Management
California
$2.69K
DSC
3095
Duncker Streett & Co
Missouri
$2.67K -$54.3K -170 -96%
ICCON
3096
Investment Counsel Company of Nevada
Nevada
$2.67K +$2.55K +8 New
HI
3097
Human Investing
Oregon
$2.34K +$2.23K +7 New
PWM
3098
Parkworth Wealth Management
California
$2.34K +$2.55K +8 New
DF
3099
DecisionPoint Financial
Arizona
$2.01K
PCM
3100
Perritt Capital Management
Illinois
$1.68K

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.