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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
EWM
776
Evercore Wealth Management
New York
$9.12M +$79.8K +250 +0.9%
CCMG
777
Clark Capital Management Group
Pennsylvania
$9.03M +$1.02M +3,185 +13%
SM
778
Selkirk Management
New Jersey
$9.03M
FNT
779
First National Trust
Pennsylvania
$9.02M -$1.33M -4,158 -13%
HWM
780
HB Wealth Management
Georgia
$8.93M +$853K +2,674 +11%
CCM
781
Cohen Capital Management
California
$8.85M
AF
782
Arrow Financial
New York
$8.77M -$3.83K -12 -0%
QFMHK
783
Q Fund Management (Hong Kong)
$8.73M +$8.33M +26,100 New
MWM
784
Modera Wealth Management
New Jersey
$8.66M +$498K +1,559 +6%
MIS
785
Morningstar Investment Services
Illinois
$8.61M -$78.9M -247,116 -91%
CIA
786
Concurrent Investment Advisors
Florida
$8.61M -$641K -2,008 -4%
FNT
787
First Nebraska Trust
Nebraska
$8.6M +$78.2K +245 +1%
BJL
788
Brighton Jones LLC
Washington
$8.58M +$990K +3,102 +14%
SPC
789
Sigma Planning Corp
Michigan
$8.57M +$197K +617 +2%
SA
790
Strategic Advisors
New York
$8.54M +$70.8K +222 +0.9%
CTC
791
Central Trust Company
Missouri
$8.51M +$590K +1,850 +8%
VVP
792
Venture Visionary Partners
Ohio
$8.49M +$722K +2,262 +10%
HCM
793
Harvey Capital Management
Florida
$8.46M -$1.22M -3,830 -13%
HAG
794
HighPoint Advisor Group
Illinois
$8.44M +$902K +2,826 +12%
BG
795
BDF Gestion
France
$8.4M -$1.04M -3,266 -11%
MWM
796
Meridian Wealth Management
Kentucky
$8.4M +$448K +1,405 +6%
Impax Asset Management Group
797
Impax Asset Management Group
United Kingdom
$8.4M -$19.7M -61,828 -71%
AAM
798
Advisors Asset Management
Colorado
$8.36M +$936K +2,933 +13%
LSA
799
L & S Advisors
California
$8.34M +$5.92M +18,542 +290%
PWS
800
Peloton Wealth Strategists
Indiana
$8.33M +$24.9K +78 +0.3%

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.