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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
SCM
626
Sterling Capital Management
North Carolina
$15.2M +$266K +834 +2%
STA
627
Summit Trail Advisors
New York
$15.2M +$845K +2,647 +6%
Parallax Volatility Advisers
628
Parallax Volatility Advisers
California
$15.2M +$14.5M +45,317 New
FT
629
Fiduciary Trust
Massachusetts
$15.1M +$534K +1,673 +4%
AIM
630
Artemis Investment Management
United Kingdom
$15.1M +$14.4M +45,216 New
NI
631
Noked Israel
Israel
$15M +$1.6M +5,000 +13%
FVWA
632
Foster Victor Wealth Advisors
South Carolina
$14.9M -$1.69M -5,297 -10%
SCM
633
Shelton Capital Management
Colorado
$14.9M +$2.42M +7,598 +21%
JSSH
634
J. Safra Sarasin Holding
$14.8M +$1.95M +6,095 +16%
TCOV
635
Trust Company of Vermont
Vermont
$14.7M +$2.05M +6,433 +17%
SCM
636
Soros Capital Management
New York
$14.7M +$14M +44,000 New
CSP
637
Cary Street Partners
Virginia
$14.7M +$14M +43,981 New
P
638
&Partners
Tennessee
$14.7M +$5.96M +18,670 +73%
SWP
639
Strategic Wealth Partners
Ohio
$14.6M +$2.66M +8,323 +23%
IB
640
Iyo Bank
Japan
$14.6M
IAA
641
Independent Advisor Alliance
North Carolina
$14.5M +$2.63M +8,240 +23%
RSS
642
Rosenblum Silverman Sutton
California
$14.5M -$190K -596 -1%
PI
643
PGGM Investments
Netherlands
$14.4M +$451K +1,413 +3%
GI
644
Gradient Investments
Minnesota
$14.3M -$2.99M -9,357 -18%
CA
645
Cornerstone Advisors
North Carolina
$14.3M -$1.66M -5,200 -11%
QIM
646
Quest Investment Management
Oregon
$14.2M -$2.65M -8,292 -16%
VC
647
Vestor Capital
Illinois
$14.2M +$157K +491 +1%
ACIM
648
Azimuth Capital Investment Management
Michigan
$14.2M -$29.7K -93 -0.2%
BWL
649
Bogart Wealth LLC
Virginia
$14.1M -$1.48M -4,649 -10%
AWA
650
Arkadios Wealth Advisors
Georgia
$14.1M +$1.34M +4,212 +11%

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.