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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
RIA
676
RPG Investment Advisory
California
$12.8M +$14.7K +46 +0.1%
NSAM
677
North Star Asset Management
Wisconsin
$12.7M +$2.3M +7,205 +23%
AHC
678
Adell Harriman & Carpenter
Texas
$12.7M -$237K -743 -2%
EFM
679
E Fund Management
China
$12.7M +$5.75M +18,010 +90%
FDP
680
Financiere des Professionnels
Quebec, Canada
$12.7M -$215K -673 -2%
M
681
MOTCO
Texas
$12.5M -$354K -1,110 -3%
CG
682
Caprock Group
Idaho
$12.5M +$1.34M +4,204 +13%
SWP
683
Stratos Wealth Partners
Ohio
$12.4M +$305K +957 +3%
PF
684
Phoenix Financial
Israel
$12.4M +$3.36M +10,520 +39%
VIM
685
Vinva Investment Management
Australia
$12.4M -$4.79K -15 -0%
GAM
686
Groupama Asset Management
France
$12.4M -$18.4M -57,704 -61%
EAM
687
EULAV Asset Management
Florida
$12.4M -$319K -998 -3%
JMFC
688
J.M. Forbes & Co
Massachusetts
$12.3M +$29K +91 +0.2%
RWA
689
River Wealth Advisors
Pennsylvania
$12.3M +$7.81M +24,473 +200%
ET
690
Equitable Trust
Tennessee
$12.3M -$2.75M -8,603 -19%
HVIA
691
Hudson Valley Investment Advisors
New York
$12.2M -$1.04M -3,252 -8%
FIA
692
Foundations Investment Advisors
Arizona
$12.2M +$1.52M +4,752 +15%
NRG
693
Nemes Rush Group
Michigan
$12.2M +$791K +2,478 +7%
GFM
694
GF Fund Management
China
$12.2M +$11.6M +36,379 New
SG Americas Securities
695
SG Americas Securities
New York
$12.1M -$40.1M -125,560 -78%
NAMM
696
NorthStar Asset Management (Massachusetts)
Massachusetts
$12M -$491K -1,540 -4%
SSB
697
Sandy Spring Bank
Maryland
$12M -$467K -1,463 -4%
PCA
698
Pallas Capital Advisors
Massachusetts
$12M -$278K -870 -2%
SWA
699
Stratos Wealth Advisors
Ohio
$11.9M +$144K +452 +1%
NC
700
NZS Capital
Colorado
$11.8M -$28.2M -88,481 -72%

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.