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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
CFM
551
Coronation Fund Managers
South Africa
$19.2M +$274K +860 +2%
ADEF
552
Adams Diversified Equity Fund
Maryland
$19.2M
WF
553
WoodTrust Financial
Wisconsin
$19.2M -$289K -905 -2%
BCM
554
Brookstone Capital Management
Illinois
$19.1M +$208K +652 +1%
A
555
Allianz
Germany
$19M -$175K -549 -1%
CM
556
Crestline Management
Texas
$18.9M -$12.1M -37,880 -40%
CCM
557
Copeland Capital Management
Pennsylvania
$18.8M -$2.71M -8,505 -13%
CIC
558
Crawford Investment Counsel
Georgia
$18.7M -$2.3M -7,205 -11%
SI
559
Sora Investors
Pennsylvania
$18.7M +$8.3M +26,001 +87%
TW
560
Trajan Wealth
Arizona
$18.7M +$841K +2,634 +5%
BAAM
561
Baker Avenue Asset Management
California
$18.7M -$679K -2,127 -4%
DWM
562
Dakota Wealth Management
Florida
$18.6M +$15.5M +48,456 +665%
FFB
563
First Financial Bankshares
Texas
$18.5M -$148K -464 -0.8%
WTC
564
WhitTier Trust Company
Nevada
$18.4M +$2.33M +7,289 +15%
GT
565
Glenview Trust
Kentucky
$18.3M +$2.19M +6,852 +14%
RC
566
RDST Capital
Washington
$18.3M -$9.73M -30,485 -36%
OCM
567
One Capital Management
California
$18.2M -$1.38M -4,323 -7%
LP
568
LMR Partners
United Kingdom
$18.1M +$16.1M +50,307 +1,310%
MCM
569
Mill Capital Management
North Carolina
$18.1M +$957 +3 +0%
TW
570
Transform Wealth
Colorado
$18.1M +$1.21M +3,783 +8%
BFS
571
Bradley Foster & Sargent
Connecticut
$18M -$457K -1,431 -3%
NB
572
Norinchukin Bank
Japan
$17.9M +$879K +2,754 +5%
QC
573
Quadrature Capital
United Kingdom
$17.9M +$4.56M +14,301 +37%
NRS
574
Neville Rodie & Shaw
New York
$17.8M +$689K +2,160 +4%
KOCAA
575
Knights of Columbus Asset Advisors
Connecticut
$17.8M -$378K -1,184 -2%

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.