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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
AF
526
Avanza Fonder
Sweden
$21.1M +$20.1M +62,989 New
CP
527
CenterBook Partners
Connecticut
$21M +$20.1M +62,890 New
Envestnet Portfolio Solutions
528
Envestnet Portfolio Solutions
Illinois
$21M +$2.04M +6,404 +11%
MASUI
529
MIRAE ASSET SECURITIES (USA) INC.
New York
$21M +$20M +62,762 New
BT
530
Banque Transatlantique
France
$20.9M +$20.2M +63,228 New
WIA
531
World Investment Advisors
California
$20.9M +$2.54M +7,961 +15%
TF
532
Talbot Financial
Washington
$20.8M -$521K -1,632 -3%
OPCM
533
Osborne Partners Capital Management
California
$20.8M -$182K -569 -0.9%
DADC
534
D.A. Davidson & Co
Montana
$20.7M +$877K +2,747 +5%
GC
535
Grimes & Company
Massachusetts
$20.7M -$180K -563 -0.9%
LIP
536
Lighthouse Investment Partners
Florida
$20.6M -$1.81M -5,663 -8%
IGAM
537
iA Global Asset Management
Quebec, Canada
$20.4M +$16.5M +51,772 +567%
GWM
538
GDS Wealth Management
Texas
$20.3M +$605K +1,896 +3%
Bessemer Group
539
Bessemer Group
New Jersey
$20.3M +$547K +1,715 +3%
BCI
540
Brinker Capital Investments
Pennsylvania
$20.3M -$3.01M -9,428 -13%
OPS
541
Orion Portfolio Solutions
Nebraska
$20.3M -$3.01M -9,428 -13%
MC
542
Middleton & Co
Massachusetts
$20.3M -$108K -338 -0.6%
PCIA
543
Prime Capital Investment Advisors
Kansas
$20.2M +$799K +2,503 +4%
FMI
544
Factory Mutual Insurance
Massachusetts
$20.1M -$5.62M -17,600 -23%
RMA
545
Roffman Miller Associates
Pennsylvania
$19.9M +$6.88M +21,566 +57%
HIMCH
546
Hartford Investment Management Co (HIMCO)
Connecticut
$19.8M -$609K -1,909 -3%
FBB
547
Fulton Breakefield Broenniman
Maryland
$19.6M -$488K -1,528 -3%
CAM
548
Cidel Asset Management
Ontario, Canada
$19.6M +$179K +562 +1%
CI
549
Capital International
California
$19.6M -$1.67M -5,235 -8%
MGP
550
Metis Global Partners
California
$19.5M +$9.89K +31 +0.1%

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.