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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
SWIG
601
Strategic Wealth Investment Group
Kentucky
$16.3M -$716K -2,242 -4%
TP
602
TenCore Partners
New York
$16.2M -$7.18M -22,496 -32%
IMCOOI
603
Investment Management Corp of Ontario (IMCO)
Canada
$16.1M +$922K +2,890 +6%
Wolverine Trading
604
Wolverine Trading
Illinois
$16.1M +$14M +43,822 +1,060%
CTA
605
Chesley Taft & Associates
Illinois
$15.9M +$65.7K +206 +0.4%
TCM
606
Thames Capital Management
New Jersey
$15.8M +$2.57M +8,068 +21%
CPCPP
607
Canada Post Corporation Pension Plan
Canada
$15.8M +$15.1M +47,186 New
WSFS
608
Wilmington Savings Fund Society
Delaware
$15.7M +$1.03M +3,230 +7%
DCM
609
Dupont Capital Management
Delaware
$15.7M
BBA
610
BLB&B Advisors
Pennsylvania
$15.5M +$622K +1,949 +4%
OIA
611
OneDigital Investment Advisors
Kansas
$15.5M -$992K -3,107 -6%
CL
612
Choreo LLC
Illinois
$15.5M -$509K -1,595 -3%
BEI
613
Benjamin Edwards Inc
Missouri
$15.5M +$613K +1,921 +4%
SF
614
Synovus Financial
Georgia
$15.5M -$2.08M -6,523 -12%
LCM
615
LVM Capital Management
Michigan
$15.5M +$481K +1,508 +3%
MCM
616
McRae Capital Management
New Jersey
$15.5M +$1.25M +3,923 +9%
NMERB
617
New Mexico Educational Retirement Board
New Mexico
$15.4M -$415K -1,300 -3%
EWM
618
Edge Wealth Management
New York
$15.4M -$353K -1,105 -2%
MCM
619
MAI Capital Management
Ohio
$15.4M +$2.06M +6,452 +16%
BCMO
620
Buckingham Capital Management (Ohio)
Ohio
$15.4M -$413K -1,294 -3%
ECM
621
ExodusPoint Capital Management
New York
$15.4M +$14.7M +45,957 New
AWS
622
Atria Wealth Solutions
New York
$15.3M +$261K +818 +2%
LSA
623
Leonteq Securities AG
Switzerland
$15.3M -$3.98M -12,476 -21%
PWM
624
Perigon Wealth Management
California
$15.2M +$39.3K +123 +0.3%
HFM
625
Harvest Fund Management
China
$15.2M +$11.7M +36,526 +409%

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.