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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
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$66.7M -$5.03M -15,752 -7%
RBI
302
Raiffeisen Bank International
Austria
$66M +$62.7M +196,548 New
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9M +$188K +589 +0.3%
MJRIC
304
Mogy Joel R Investment Counsel
California
$65.8M +$17.6K +55 +0%
BPCE
305
Bank Pictet & Cie (Europe)
Germany
$65.8M -$239K -750 -0.4%
VLKIM
306
Van Lanschot Kempen Investment Management
Netherlands
$65.5M -$30.3M -94,988 -33%
WCM
307
Windward Capital Management
California
$65.3M -$776K -2,433 -1%
JAM
308
Jupiter Asset Management
United Kingdom
$65M +$41.2M +128,999 +197%
HNB
309
Huntington National Bank
Ohio
$64.7M +$26.8M +84,064 +77%
MC
310
Maverick Capital
Texas
$64.6M -$24.4M -76,573 -28%
MVIP
311
Mar Vista Investment Partners
California
$64.4M -$3.48M -10,893 -5%
M&T Bank
312
M&T Bank
New York
$64.3M -$275K -862 -0.4%
SL
313
Summitry LLC
California
$62.9M -$370K -1,160 -0.6%
ASC
314
Atalanta Sosnoff Capital
New York
$61.5M +$58.7M +183,947 New
Lord, Abbett & Co
315
Lord, Abbett & Co
New Jersey
$61.4M +$58.6M +183,602 New
SA
316
Sanctuary Advisors
Indiana
$61.4M +$11.3M +35,493 +25%
II
317
IFM Investors
Australia
$61.2M -$5.45M -17,081 -9%
QCM
318
QRG Capital Management
Illinois
$60.7M +$4.3M +13,463 +8%
JSC
319
J. Stern & Co
United Kingdom
$60.1M +$3.7M +11,609 +7%
GIA
320
Gateway Investment Advisers
Ohio
$60.1M -$715K -2,241 -1%
MFWM
321
Motley Fool Wealth Management
Virginia
$59.8M -$3.61M -11,305 -6%
HIMC
322
Heritage Investors Management Corp
Maryland
$58.8M -$148K -465 -0.3%
FFM
323
Fisher Funds Management
New Zealand
$58.7M +$56.2M +176,036 New
SSA
324
Schonfeld Strategic Advisors
New York
$58.5M +$25.9M +81,053 +86%
AssetMark Inc
325
AssetMark Inc
California
$58.3M +$13.7M +42,903 +33%

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.