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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
GIM
726
Grassi Investment Management
California
$10.8M -$79.8K -250 -0.8%
AAMU
727
APG Asset Management US
New York
$10.7M -$5.04M -15,800 -33%
PA
728
Procyon Advisors
Connecticut
$10.7M +$400K +1,252 +4%
MHC
729
Meyer Handelman Company
New York
$10.6M -$78.2K -245 -0.8%
CWM
730
CMH Wealth Management
New Hampshire
$10.5M -$313K -982 -3%
EWA
731
Exencial Wealth Advisors
Oklahoma
$10.5M -$8.79M -27,528 -47%
BWFA
732
Baltimore-Washington Financial Advisors
Maryland
$10.4M +$210K +659 +2%
BF
733
BOK Financial
Oklahoma
$10.4M -$358K -1,121 -3%
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$10.3M +$886K +2,777 +10%
PIM
735
Plato Investment Management
Australia
$10.3M +$275K +862 +3%
CCM
736
Channing Capital Management
Illinois
$10.3M -$1.1M -3,435 -10%
LFAS
737
Level Four Advisory Services
Texas
$10.3M +$393K +1,231 +4%
PAS
738
Park Avenue Securities
New York
$10.3M +$1.5M +4,704 +18%
BONST
739
Bank of Nova Scotia Trust
Ontario, Canada
$10.3M +$454K +1,422 +5%
RRAM
740
River Road Asset Management
Kentucky
$10.2M +$432K +1,355 +5%
AG
741
AIA Group
Hong Kong
$10.2M +$2.05M +6,421 +27%
CA
742
Callahan Advisors
Texas
$10.2M +$120K +377 +1%
AWM
743
Apollon Wealth Management
South Carolina
$10.2M +$1.46M +4,564 +18%
NMIMC
744
Northwestern Mutual Investment Management Company
Wisconsin
$10.1M -$114K -358 -1%
PCM
745
Prana Capital Management
Connecticut
$10.1M +$8.7M +27,253 +889%
SIM
746
Seaview Investment Managers
Florida
$10.1M -$1.89M -5,911 -16%
CDDEC
747
Caisse Des Depots Et Consignations
France
$10.1M +$9.64M +30,191 New
CWM
748
Calamos Wealth Management
Illinois
$9.97M +$8.47M +26,545 +813%
Hudson Bay Capital Management
749
Hudson Bay Capital Management
Connecticut
$9.96M -$5.45M -17,063 -36%
TPCW
750
TD Private Client Wealth
New York
$9.82M +$3.99M +12,501 +74%

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.