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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
FFA
876
Fragasso Financial Advisors
Pennsylvania
$6.97M -$527K -1,652 -7%
SCM
877
Sandler Capital Management
New York
$6.95M +$6.64M +20,798 New
GSEP
878
Golden State Equity Partners
California
$6.95M +$5.96M +18,670 +884%
VF
879
Virtu Financial
New York
$6.93M +$6.61M +20,718 New
ITFISA
880
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.93M +$8.3K +26 +0.1%
CBB
881
Citizens Business Bank
California
$6.92M +$2.05M +6,408 +61%
RDWM
882
Red Door Wealth Management
Tennessee
$6.91M +$463K +1,451 +8%
NP
883
NorthRock Partners
Minnesota
$6.91M -$619K -1,940 -9%
GAAM
884
Guinness Atkinson Asset Management
California
$6.89M -$1.91M -5,973 -22%
GAM
885
Gotham Asset Management
New York
$6.89M -$3.68M -11,541 -36%
MPM
886
Meritage Portfolio Management
Kansas
$6.89M -$140K -438 -2%
GMFG
887
Greater Midwest Financial Group
Minnesota
$6.87M -$44K -138 -0.7%
CWP
888
Cyndeo Wealth Partners
Florida
$6.82M -$147K -461 -2%
SB
889
Strategic Blueprint
Georgia
$6.82M +$622K +1,949 +11%
YIA
890
YHB Investment Advisors
Connecticut
$6.74M +$295K +925 +5%
B
891
Bailard
California
$6.73M +$20.4K +64 +0.3%
GPTE
892
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.73M
CIG
893
Consolidated Investment Group
Colorado
$6.72M -$989K -3,100 -13%
BCCM
894
Bridge Creek Capital Management
Massachusetts
$6.72M -$115K -361 -2%
SIA
895
SeaBridge Investment Advisors
New Jersey
$6.71M +$106K +333 +2%
LTAS
896
Linden Thomas Advisory Services
North Carolina
$6.7M +$284K +891 +5%
TAM
897
Telemark Asset Management
Massachusetts
$6.69M +$6.38M +20,000 New
MTIM
898
Marathon Trading Investment Management
Pennsylvania
$6.69M +$6.38M +19,997 New
VT
899
Vise Technologies
New York
$6.68M +$1.45M +4,558 +30%
S
900
SignatureFD
Georgia
$6.63M +$305K +956 +5%

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.