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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.07B -$156M -488,623 -7%
Charles Schwab
27
Charles Schwab
California
$2.03B +$49M +153,500 +3%
Amundi
28
Amundi
France
$1.92B -$138M -430,896 -7%
Franklin Resources
29
Franklin Resources
California
$1.87B +$384M +1,204,355 +27%
UBS Group
30
UBS Group
Switzerland
$1.84B -$29.9M -93,796 -2%
Ameriprise
31
Ameriprise
Minnesota
$1.57B -$176M -552,766 -11%
Jennison Associates
32
Jennison Associates
New York
$1.48B +$488M +1,530,572 +53%
DZ Bank
33
DZ Bank
Germany
$1.42B +$1.23B +3,841,521 +926%
Deutsche Bank
34
Deutsche Bank
Germany
$1.39B -$43.5M -136,148 -3%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.29B -$49.8M -156,167 -4%
Swedbank
36
Swedbank
Sweden
$1.28B +$389M +1,219,254 +47%
American Century Companies
37
American Century Companies
Missouri
$1.27B +$21.7M +67,930 +2%
Pictet Asset Management
38
Pictet Asset Management
Switzerland
$1.21B -$36.3M -113,765 -3%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$1.2B +$52.4M +164,054 +5%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$1.18B +$405M +1,267,669 +56%
Raymond James Financial
41
Raymond James Financial
Florida
$1.17B +$1.12B +3,510,198 New
ClearBridge Investments
42
ClearBridge Investments
New York
$1.17B +$3.22M +10,084 +0.3%
Barclays
43
Barclays
United Kingdom
$1.13B -$52M -163,019 -5%
Parnassus Investments
44
Parnassus Investments
California
$1.08B -$705M -2,208,448 -41%
Wells Fargo
45
Wells Fargo
California
$1.06B +$67M +209,858 +7%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$999M -$7.17M -22,454 -0.7%
VH
47
ValueAct Holdings
California
$969M -$324M -1,015,800 -26%
Swiss National Bank
48
Swiss National Bank
Switzerland
$903M -$56M -175,500 -6%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$861M +$54M +169,075 +7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$814M -$9.83M -30,811 -1%

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.