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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
MIM
576
Marco Investment Management
Georgia
$17.8M -$61K -191 -0.4%
BPA
577
Beacon Pointe Advisors
California
$17.8M -$1.47M -4,603 -8%
SRC
578
Shufro Rose & Co
New York
$17.6M +$11.2K +35 +0.1%
SCA
579
Stonebridge Capital Advisors
Minnesota
$17.5M -$83.9K -263 -0.5%
JRP
580
Jasper Ridge Partners
California
$17.3M -$705K -2,209 -4%
CC
581
Cornerstone Capital
California
$17.2M -$1.4M -4,375 -8%
LSERS
582
Louisiana State Employees Retirement System
Louisiana
$17.2M -$1.02M -3,200 -6%
SAM
583
Securian Asset Management
Minnesota
$17.2M -$706K -2,212 -4%
IMRF
584
Illinois Municipal Retirement Fund
Illinois
$17.1M +$432K +1,354 +3%
NIM
585
NEOS Investment Management
Connecticut
$16.9M +$2.17M +6,795 +16%
LSCM
586
Light Street Capital Management
California
$16.8M +$54.9K +172 +0.3%
OC
587
Oppenheimer & Co
New York
$16.8M +$2.19M +6,847 +16%
ACA
588
Anchor Capital Advisors
Massachusetts
$16.8M -$851K -2,665 -5%
DKCM
589
Davidson Kempner Capital Management
New York
$16.7M
BCM
590
Bornite Capital Management
New York
$16.7M +$3.19M +10,000 +25%
GHA
591
GW Henssler & Associates
Georgia
$16.7M -$246K -770 -1%
TC
592
TownSquare Capital
Utah
$16.7M +$1.99M +6,249 +14%
ASN
593
Advisory Services Network
Georgia
$16.7M +$549K +1,719 +4%
NIG
594
NFJ Investment Group
Texas
$16.7M +$2.61M +8,186 +20%
MSRPS
595
Maryland State Retirement & Pension System
Maryland
$16.7M -$1.34M -4,204 -8%
IHG
596
Insight Holdings Group
New York
$16.5M +$15.8M +49,500 New
SG
597
Sienna Gestion
France
$16.5M
TWC
598
TD Waterhouse Canada
Ontario, Canada
$16.4M -$173K -542 -1%
BHCM
599
Brevan Howard Capital Management
Jersey
$16.3M +$15.6M +48,764 New
SI
600
Sava Infond
Slovenia
$16.3M +$15.6M +48,750 New

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.