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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
MM
651
Monolith Management
Hong Kong
$14M +$13.4M +42,000 New
Tudor Investment Corp
652
Tudor Investment Corp
Connecticut
$14M +$8.75M +27,411 +188%
PAS
653
Point72 Asia (Singapore)
Singapore
$14M +$13.4M +41,861 New
CWP
654
CFM Wealth Partners
Texas
$14M -$63.5K -199 -0.5%
MIC
655
Means Investment Company
Maine
$14M -$77.9K -244 -0.6%
PA
656
Profund Advisors
Maryland
$13.8M -$900K -2,820 -6%
GLA
657
Great Lakes Advisors
Illinois
$13.7M -$352K -1,104 -3%
LPCM
658
Lynwood Price Capital Management
Texas
$13.7M +$13.1M +41,000 New
WC
659
Westwind Capital
New Mexico
$13.6M +$13M +40,812 New
KHLMVGHM
660
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.6M
PMAM
661
Picton Mahoney Asset Management
Ontario, Canada
$13.6M +$13M +40,580 New
ECM
662
Exchange Capital Management
Michigan
$13.6M -$180K -563 -1%
MC
663
Moors & Cabot
Massachusetts
$13.5M +$85.5K +268 +0.7%
ACM
664
Alight Capital Management
New York
$13.4M -$9.57M -30,000 -43%
ZDA
665
Zweig-DiMenna Associates
New York
$13.3M +$4.72M +14,800 +59%
NEI
666
Northwest & Ethical Investments
Ontario, Canada
$13.2M +$12.1M +37,854 +2,214%
IC
667
Iconiq Capital
California
$13.1M -$10.9M -34,142 -47%
IHL
668
Investment House LLC
California
$13.1M -$67K -210 -0.5%
SHGA
669
Sand Hill Global Advisors
California
$13M -$380K -1,191 -3%
CM
670
Castleark Management
Illinois
$13M +$12.4M +38,880 New
BFA
671
Bragg Financial Advisors
North Carolina
$13M +$1.23M +3,844 +11%
PTC
672
Philadelphia Trust Company
Pennsylvania
$12.9M -$737K -2,309 -6%
JFG
673
Jefferies Financial Group
New York
$12.9M +$5.14M +16,092 +72%
MGWM
674
Marks Group Wealth Management
Minnesota
$12.8M +$31.9K +100 +0.3%
AMI
675
Amica Mutual Insurance
Rhode Island
$12.8M -$608K -1,904 -5%

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.