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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
NAM
426
NorthCrest Asset Manangement
Minnesota
$33.4M +$193K +604 +0.6%
EI
427
Ethic Inc
New York
$33.3M +$5.08M +15,921 +19%
DILIC
428
Dai-ichi Life Insurance Company
Japan
$33.3M +$6.84M +21,437 +27%
Pacer Advisors
429
Pacer Advisors
Pennsylvania
$33M +$3.65M +11,435 +13%
VPIM
430
Vanguard Personalized Indexing Management
California
$32.9M +$2.76M +8,637 +10%
CIS
431
Capital International Sarl
California
$32.8M -$909K -2,849 -3%
CCM
432
Candlestick Capital Management
Connecticut
$32.7M +$31.2M +97,833 New
VCM
433
Valiant Capital Management
California
$32.6M +$3.54M +11,100 +13%
GT
434
Greenleaf Trust
Michigan
$32.6M -$777K -2,434 -2%
PE
435
Point72 Europe
United Kingdom
$32.5M +$10.5M +32,800 +51%
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
$32.4M -$8.24M -25,824 -21%
WB
437
WesBanco Bank
West Virginia
$32.2M +$211K +662 +0.7%
TAM
438
Taurus Asset Management
New York
$31.8M -$288K -901 -0.9%
WIM
439
Weitz Investment Management
Nebraska
$31.8M
NA
440
NewEdge Advisors
Louisiana
$31.5M +$960K +3,007 +3%
HIIFS
441
Harel Insurance Investments & Financial Services
Israel
$31.3M +$29.4M +92,235 +7,487%
AAP
442
Ardsley Advisory Partners
Connecticut
$30.8M +$19M +59,500 +183%
MFIM
443
Mesirow Financial Investment Management
Illinois
$30.6M -$88.4K -277 -0.3%
BFO
444
Boston Family Office
Massachusetts
$30.5M -$107K -334 -0.4%
OAC
445
OMERS Administration Corp
Ontario, Canada
$30.4M +$1.12M +3,500 +4%
GAM
446
Generali Asset Management
Italy
$30.4M +$29M +90,874 New
BP
447
BNP Paribas
France
$30.4M -$5.12M -16,058 -15%
MSU
448
Mizuho Securities USA
New York
$30.3M +$8.86M +27,773 +44%
LPP
449
Long Path Partners
Connecticut
$30.1M -$3.42M -10,708 -11%
KC
450
Kadensa Capital
Hong Kong
$30.1M +$3.44M +10,765 +14%

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.