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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
LOAMS
751
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.8M +$800K +2,508 +9%
PFM
752
Premier Fund Managers
United Kingdom
$9.78M +$9.29M +29,120 New
RCW
753
Rheos Capital Works
Japan
$9.7M +$9.26M +29,000 New
MCM
754
Maytus Capital Management
New York
$9.7M +$9.26M +29,000 New
WS
755
Wedbush Securities
California
$9.66M -$305K -956 -3%
HI
756
Horizon Investments
North Carolina
$9.64M +$1.99M +6,248 +28%
BCM
757
Bayesian Capital Management
New York
$9.62M +$9.18M +28,768 New
MCM
758
Marsico Capital Management
Colorado
$9.58M +$9.14M +28,653 New
WFG
759
Wormser Freres Gestion
France
$9.51M -$284K -891 -3%
AC
760
Allstate Corporation
Illinois
$9.48M +$8.79M +27,534 +3,301%
Simplex Trading
761
Simplex Trading
Illinois
$9.43M +$3.19M +9,985 +55%
BFG
762
Bleakley Financial Group
New Jersey
$9.4M +$444K +1,391 +5%
MSE
763
MUFG Securities EMEA
United Kingdom
$9.36M -$3.39M -10,637 -28%
SAM
764
Shell Asset Management
Netherlands
$9.28M +$163K +510 +2%
LNWWM
765
Laird Norton Wetherby Wealth Management
California
$9.27M -$75.6K -237 -0.8%
DA
766
Dillon & Associates
Michigan
$9.23M +$21.4K +67 +0.2%
IIM
767
Intact Investment Management
Quebec, Canada
$9.23M +$7.1M +22,250 +416%
BIAS
768
Beacon Investment Advisory Services
New Jersey
$9.21M -$792K -2,482 -8%
SIM
769
Stratos Investment Management
Ohio
$9.21M -$672K -2,106 -7%
HLAM
770
Hidden Lake Asset Management
New York
$9.18M +$8.76M +27,450 New
Capital Fund Management (CFM)
771
Capital Fund Management (CFM)
France
$9.16M +$8.74M +27,398 New
EF
772
Empowered Funds
Pennsylvania
$9.15M +$207K +649 +2%
AUB
773
Atlantic Union Bankshares
Virginia
$9.15M +$231K +723 +3%
KIA
774
Knollwood Investment Advisory
Maryland
$9.13M +$957K +3,000 +12%
CK
775
Cohen Klingenstein
New York
$9.13M -$319K -1,000 -4%

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.