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
ETCM
3151
Evolutionary Tree Capital Management
Virginia
-$323K -1,180 Closed
HOWA
3152
Heritage Oak Wealth Advisors
Florida
-$323K -1,180 Closed
BSTWA
3153
Blake Schutter Theil Wealth Advisors
Ohio
-$310K -1,132 Closed
BC
3154
Bridgefront Capital
Texas
-$305K -1,113 Closed
GAG
3155
Goodman Advisory Group
Massachusetts
-$286K -1,046 Closed
PCM
3156
Princeton Capital Management
New Jersey
-$273K -999 Closed
BWA
3157
BlueChip Wealth Advisors
Georgia
-$271K -991 Closed
SAMT
3158
Select Asset Management & Trust
Pennsylvania
-$270K -986 Closed
SWM
3159
Silverlake Wealth Management
Vermont
-$245K -894 Closed
HB
3160
HTLF Bank
Colorado
-$238K -871 Closed
EGA
3161
E&G Advisors
Texas
-$220K -804 Closed
WCM
3162
WealthBridge Capital Management
Ohio
-$219K -799 Closed
CMTU
3163
Capital Markets Trading (UK)
United Kingdom
-$252K -790 Closed
LWMM
3164
Legacy Wealth Management (Mississippi)
Mississippi
-$210K -767 Closed
TCMP
3165
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$210K -767 Closed
BHBT
3166
Burke & Herbert Bank & Trust
Virginia
-$205K -749 Closed
RF
3167
RHS Financial
California
-$205K -748 Closed
CA
3168
Calton & Associates
Florida
-$204K -747 Closed
MMC
3169
Mizuho Markets Cayman
Cayman Islands
-$201K -736 Closed
PW
3170
Paladin Wealth
Minnesota
-$159K -582 Closed
LCM
3171
Laurion Capital Management
New York
-$181K -566 Closed
FAM
3172
Flaharty Asset Management
Florida
-$115K -419 Closed
SHIM
3173
Stone House Investment Management
Pennsylvania
-$105K -385 Closed
MWA
3174
MFA Wealth Advisors
Pennsylvania
-$102K -374 Closed
BWP
3175
Baldwin Wealth Partners
Massachusetts
-$101K -368 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.