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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
GM
3126
Granger Management
New York
-$1.51M -5,508 Closed
PIWA
3127
Prevail Innovative Wealth Advisors
Kansas
-$1.47M -5,368 Closed
EW
3128
Elyxium Wealth
California
-$1.34M -4,883 Closed
FFO
3129
Fiduciary Family Office
Florida
-$1.27M -4,630 Closed
S
3130
ShariaPortfolio
Florida
-$1.18M -4,317 Closed
CCMT
3131
CMT Capital Markets Trading
Germany
-$1.29M -4,041 Closed
ARC
3132
Advisor Resource Council
Texas
-$1.1M -4,033 Closed
CWP
3133
Capital Wealth Planning
Florida
-$1.02M -3,726 Closed
CF
3134
Copperwynd Financial
Arizona
-$996K -3,641 Closed
DFCM
3135
Dark Forest Capital Management
Puerto Rico
-$777K -2,839 Closed
DM
3136
Deerfield Management
New York
-$768K -2,806 Closed
BFWM
3137
Bright Futures Wealth Management
New York
-$750K -2,530 Closed
XS
3138
XR Securities
Illinois
-$679K -2,479 Closed
GAA
3139
Global Assets Advisory
Florida
-$561K -2,072 Closed
FIA
3140
FNY Investment Advisers
New York
-$538K -1,966 Closed
SMFG
3141
Sumitomo Mitsui Financial Group
Japan
-$616K -1,931 Closed
SA
3142
Strategic Advocates
Utah
-$434K -1,584 Closed
DA
3143
DCM Advisors
New York
-$409K -1,495 Closed
KWMG
3144
King Wealth Management Group
Florida
-$389K -1,423 Closed
ZIMP
3145
Zimmermann Investment Management & Planning
Pennsylvania
-$382K -1,397 Closed
LSPW
3146
Lake Street Private Wealth
Illinois
-$372K -1,359 Closed
TCWA
3147
Turtle Creek Wealth Advisors
Texas
-$368K -1,346 Closed
KOC
3148
Koss-Olinger Consulting
Florida
-$355K -1,296 Closed
MPM
3149
MBB Public Markets
Illinois
-$345K -1,260 Closed
NWAG
3150
Net Worth Advisory Group
Utah
-$340K -1,242 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.