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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
MG
476
Marex Group
$26.8M -$16M -50,246 -39%
CAM
477
Cresset Asset Management
Illinois
$26.7M -$21.8M -68,153 -46%
FLPIM
478
F.L. Putnam Investment Management
Massachusetts
$26.7M -$3.35M -10,506 -12%
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$26.7M +$883K +2,768 +4%
RMCM
480
Reynders McVeigh Capital Management
Massachusetts
$26.6M +$11.5M +35,889 +82%
NPT
481
Nixon Peabody Trust
Massachusetts
$26.2M +$16K +50 +0.1%
FCH
482
Freestone Capital Holdings
Washington
$26.1M -$1.05M -3,301 -4%
AHB
483
Abner Herrman & Brock
New Jersey
$25.8M +$220K +688 +0.9%
UF
484
Univest Financial
Pennsylvania
$25.5M -$345K -1,080 -1%
PCMC
485
Paragon Capital Management (Colorado)
Colorado
$25.4M
GIBU
486
Gulf International Bank (UK)
United Kingdom
$25.4M -$110K -344 -0.5%
FSA
487
Franklin Street Advisors
North Carolina
$25.3M +$807K +2,530 +3%
HPG
488
Harvest Portfolios Group
Ontario, Canada
$25M -$4.62M -14,467 -16%
SIA
489
Sit Investment Associates
Minnesota
$24.9M +$4.26M +13,355 +22%
CA
490
Clearstead Advisors
Ohio
$24.7M +$339K +1,062 +1%
QFA
491
Quattro Financial Advisors
Texas
$24.7M +$3.19M +10,000 +15%
LWIC
492
Leith Wheeler Investment Counsel
British Columbia, Canada
$24.5M +$23.4M +73,297 New
MIA
493
MMBG Investment Advisors
Florida
$24.3M -$1.58M -4,952 -6%
GIM
494
Generate Investment Management
New Zealand
$24.3M +$23K +72 +0.1%
LIP
495
Liontrust Investment Partners
United Kingdom
$24.3M -$5.35M -16,760 -19%
YC
496
Yarbrough Capital
Tennessee
$24.2M
LFM
497
LGT Fund Management
Liechtenstein
$24M +$3.66M +11,481 +19%
TRCT
498
Tower Research Capital (TRC)
New York
$23.9M -$238K -745 -1%
IG
499
Ithaka Group
Virginia
$23.7M -$957K -2,999 -4%
HTC
500
Haverford Trust Company
Pennsylvania
$23.7M +$924K +2,896 +4%

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.