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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
PAG
501
Private Advisor Group
New Jersey
$23.6M -$302K -946 -1%
NNPTE
502
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.5M +$22.5M +70,395 New
DWP
503
Daymark Wealth Partners
Ohio
$23.5M -$50.4K -158 -0.1%
BFM
504
Boothbay Fund Management
New York
$23.4M +$8.84M +27,705 +65%
CSS
505
Cubist Systematic Strategies
Connecticut
$23.4M +$22.3M +69,845 New
MAM
506
Martingale Asset Management
Massachusetts
$23.2M -$187K -587 -0.8%
WT
507
Washington Trust
Rhode Island
$23.2M -$275K -861 -1%
KPWS
508
Kestra Private Wealth Services
Texas
$22.9M +$192K +603 +0.9%
BCAM
509
Boston Common Asset Management
Massachusetts
$22.8M -$5.12M -16,053 -19%
CIA
510
CCM Investment Advisers
South Carolina
$22.5M +$48.8K +153 +0.2%
PA
511
Parallel Advisors
California
$22.4M +$75.6K +237 +0.4%
BVDMP
512
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22.3M -$1.12M -3,500 -5%
KRS
513
Kentucky Retirement Systems
Kentucky
$22.3M -$293K -917 -1%
CWM
514
Congress Wealth Management
Massachusetts
$22.2M -$566K -1,772 -3%
PFS
515
Prospera Financial Services
Texas
$22.2M +$3.68M +11,542 +21%
Group One Trading
516
Group One Trading
Illinois
$22.2M -$16.4M -51,377 -44%
HIP
517
HUB Investment Partners
Texas
$22M -$1.83M -5,743 -8%
EB
518
Eastern Bank
Massachusetts
$22M -$537K -1,683 -2%
AIP
519
ARS Investment Partners
New York
$21.9M +$327K +1,024 +2%
GVAG
520
Great Valley Advisor Group
Delaware
$21.9M -$772K -2,418 -4%
DA
521
Dash Acquisitions
California
$21.8M +$487K +1,525 +3%
LWM
522
Lyell Wealth Management
California
$21.5M +$7.98K +25 +0%
BFIM
523
Beese Fulmer Investment Management
Ohio
$21.3M -$129K -405 -0.6%
BCM
524
Benchstone Capital Management
New York
$21.2M +$20.2M +63,338 New
MCM
525
Moore Capital Management
New York
$21.2M +$8.76M +27,444 +77%

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.