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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
VAM
51
Veritas Asset Management
United Kingdom
$813M -$79.2M -248,244 -9%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$809M -$69.8M -218,868 -8%
First Eagle Investment Management
53
First Eagle Investment Management
New York
$787M -$84M -263,216 -10%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$767M +$77.6M +243,008 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$743M -$11.3M -35,400 -2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$714M -$22M -68,944 -3%
National Pension Service
57
National Pension Service
South Korea
$685M +$41.2M +128,978 +7%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$682M +$204M +639,313 +46%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$643M +$50M +156,660 +9%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$610M -$21.6M -67,751 -4%
First Trust Advisors
61
First Trust Advisors
Illinois
$607M -$4.79M -14,999 -0.8%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$594M -$17.9M -56,010 -3%
AllianceBernstein
63
AllianceBernstein
Tennessee
$583M +$98M +307,160 +21%
Macquarie Group
64
Macquarie Group
Australia
$577M +$115M +360,761 +22%
Principal Financial Group
65
Principal Financial Group
Iowa
$564M +$33.6M +105,358 +7%
Citadel Advisors
66
Citadel Advisors
Florida
$548M +$513M +1,608,348 +5,141%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$547M -$17.3M -54,105 -3%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$544M +$35.7M +111,985 +7%
First Manhattan
69
First Manhattan
New York
$528M +$5.07M +15,899 +1%
LPC
70
Lone Pine Capital
Connecticut
$523M -$247M -772,637 -33%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$499M +$30.1M +94,229 +7%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$496M -$21.2M -66,503 -4%
T. Rowe Price Investment Management
73
T. Rowe Price Investment Management
Maryland
$480M -$1.26B -3,937,212 -73%
Citigroup
74
Citigroup
New York
$472M +$117M +365,748 +35%
KBC Group
75
KBC Group
Belgium
$470M -$73M -228,833 -14%

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.