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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
FCI
326
Financial Counselors Inc
Kansas
$57.4M +$778K +2,439 +1%
MML Investors Services
327
MML Investors Services
Massachusetts
$57.1M +$5.11M +16,023 +10%
Nomura Holdings
328
Nomura Holdings
Japan
$57M +$34.5M +107,980 +173%
WP
329
Woodline Partners
California
$56.8M +$53.9M +168,911 +19,437%
SC
330
Scotia Capital
Ontario, Canada
$55.8M +$5.91M +18,525 +12%
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$55.1M -$3.88M -12,148 -7%
FCIM
332
Fairview Capital Investment Management
California
$55M +$4.56M +14,283 +9%
CRC
333
Curi RMB Capital
Illinois
$55M -$3.8M -11,898 -7%
OIAM
334
OFI Invest Asset Management
France
$54.8M +$54.2M +169,835 New
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
$54.3M +$9.17M +28,729 +21%
ATO
336
Alecta Tjanstepension Omsesidigt
Sweden
$53.5M +$19.1M +60,000 +60%
Walleye Capital
337
Walleye Capital
New York
$53.4M +$44.8M +140,369 +727%
JCM
338
Junto Capital Management
New York
$52.8M -$68.4M -214,377 -58%
FAF
339
Fjarde Ap-fonden
Sweden
$52.4M -$287K -900 -0.6%
TI
340
Tidal Investments
Wisconsin
$52.3M -$12.8M -40,086 -20%
MNA
341
Manning & Napier Advisors
New York
$52.3M -$6.26M -19,615 -11%
VMPIC
342
Varma Mutual Pension Insurance Co
Finland
$51.7M -$5.14M -16,100 -9%
CBUSF
343
Construction & Building Unions Superannuation Fund
Australia
$51.6M -$4.17M -13,073 -8%
URS
344
Utah Retirement Systems
Utah
$51.2M -$589K -1,846 -1%
PTC
345
Petrus Trust Company
Texas
$51M -$23.5M -73,553 -33%
WAM
346
WT Asset Management
Hong Kong
$51M +$48.7M +152,451 New
Two Sigma Advisers
347
Two Sigma Advisers
New York
$50.2M +$45.6M +142,800 +1,904%
IMPI
348
Ilmarinen Mutual Pension Insurance
Finland
$50.1M +$16M +50,000 +50%
WA
349
WestEnd Advisors
North Carolina
$50M +$768K +2,407 +2%
UIM
350
USS Investment Management
United Kingdom
$49.7M -$979K -3,067 -2%

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.