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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
MAM
451
Magellan Asset Management
Australia
$30.1M -$5.62M -17,624 -16%
PP
452
Paloma Partners
Connecticut
$29.8M +$20.3M +63,700 +250%
AI
453
Atria Investments
North Carolina
$29.6M +$3.05M +9,549 +12%
TIAA Trust, National Association
454
TIAA Trust, National Association
North Carolina
$29.6M -$536K -1,681 -2%
TCM
455
Tran Capital Management
California
$29.3M -$2.19M -6,872 -7%
UB
456
UMB Bank
Missouri
$29.3M -$281K -879 -1%
CTI
457
Community Trust & Investment
Kentucky
$29.2M +$20.7K +65 +0.1%
A
458
Atomvest
Hong Kong
$29.2M +$13.8M +43,100 +98%
EMPI
459
Elo Mutual Pension Insurance
Finland
$29.2M -$1.55M -4,850 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
460
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.1M -$110M -344,492 -80%
MFAM
461
Motley Fool Asset Management
Virginia
$29M +$2.7M +8,449 +11%
ZIM
462
Zacks Investment Management
Illinois
$29M +$16.6M +51,919 +149%
BBA
463
Baader Bank Aktiengesellschaft
Germany
$28.8M -$2.28M -7,130 -8%
PAI
464
Pittenger & Anderson Inc
Nebraska
$28.8M +$133K +416 +0.5%
AAS
465
Annex Advisory Services
Wisconsin
$28.2M +$2.78M +8,722 +12%
DIA
466
Dana Investment Advisors
Wisconsin
$28.1M +$541K +1,694 +2%
CFG
467
Citizens Financial Group
Rhode Island
$28M +$692K +2,168 +3%
DIA
468
Davidson Investment Advisors
Montana
$27.8M +$366K +1,146 +1%
CFB
469
Cullen/Frost Bankers
Texas
$27.7M +$117K +367 +0.4%
WorldQuant Millennium Advisors
470
WorldQuant Millennium Advisors
New York
$27.7M -$7.53M -23,599 -22%
AG
471
Avala Global
New York
$27.5M +$26.2M +82,200 New
OPERF
472
Oregon Public Employees Retirement Fund
Oregon
$27.4M -$303K -949 -1%
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$27.4M -$3M -9,415 -10%
AAS
474
Avantax Advisory Services
Texas
$27.3M +$1.48M +4,623 +6%
ONB
475
Old National Bancorp
Indiana
$26.9M +$128K +401 +0.5%

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.