We are live on ! Find out more
CRM icon

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
SWC
3101
Spectrum Wealth Counsel
Indiana
$1.34K +$1.28K +4 New
IA
3102
IFS Advisors
Kansas
$1K
IWM
3103
IMG Wealth Management
Florida
$669 +$638 +2 New
BMC
3104
Bear Mountain Capital
Washington
$335 +$319 +1 New
GIM
3105
Generation Investment Management
United Kingdom
-$389M -1,421,407 Closed
DCP
3106
Distillate Capital Partners
Illinois
-$36.2M -132,242 Closed
Temasek Holdings
3107
Temasek Holdings
Singapore
-$26.4M -96,328 Closed
KCM
3108
Kodai Capital Management
Illinois
-$20.6M -75,176 Closed
IC
3109
Immersion Capital
United Kingdom
-$18.1M -66,064 Closed
FC
3110
FORA Capital
Florida
-$11.8M -43,206 Closed
ICM
3111
Invenomic Capital Management
Massachusetts
-$10.7M -39,250 Closed
GSP
3112
Grafton Street Partners
Florida
-$7.69M -28,095 Closed
FTDI
3113
First Trust Direct Indexing
Massachusetts
-$7.37M -26,944 Closed
IMC Chicago
3114
IMC Chicago
Illinois
-$8.38M -26,248 Closed
DAS
3115
Dynamic Advisor Solutions
Arizona
-$5.98M -21,861 Closed
WIA
3116
Westbourne Investment Advisors
Maryland
-$5.85M -21,388 Closed
AF
3117
Ally Financial
Michigan
-$5.47M -20,000 Closed
SFS
3118
Sowell Financial Services
Arkansas
-$4.23M -15,442 Closed
GCM
3119
Graham Capital Management
Connecticut
-$3.84M -14,031 Closed
ONGA
3120
O'Neil Global Advisors
California
-$2.55M -9,330 Closed
EAM
3121
EFG Asset Management
Oregon
-$2.37M -8,646 Closed
PIMJS
3122
PKO Investment Management Joint-Stock
Poland
-$1.92M -7,000 Closed
RC
3123
RV Capital
Switzerland
-$1.92M -7,000 Closed
MAM
3124
Maytree Asset Management
Hong Kong
-$1.89M -6,900 Closed
GXJ
3125
Global X Japan
Japan
-$1.83M -6,676 Closed

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.