We are live on ! Find out more
CRM icon

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
BP
901
Ballentine Partners
Massachusetts
$6.61M +$240K +752 +4%
BIP
902
Bouvel Investment Partners
Pennsylvania
$6.6M +$68K +213 +1%
PIA
903
Petredis Investment Advisors
Pennsylvania
$6.58M -$116K -362 -2%
MWA
904
Meridian Wealth Advisors
Texas
$6.57M -$57.4K -180 -0.9%
Polen Capital Management
905
Polen Capital Management
Florida
$6.55M -$5.15M -16,128 -45%
MFG
906
Merit Financial Group
Georgia
$6.55M +$2.39M +7,499 +62%
FHA
907
First Horizon Advisors
Tennessee
$6.5M +$198K +621 +3%
CCM
908
Cinctive Capital Management
New York
$6.49M +$3.69M +11,553 +147%
ACM
909
Atika Capital Management
New York
$6.49M +$6.19M +19,400 New
MMA
910
Miracle Mile Advisors
California
$6.47M +$45.3K +142 +0.7%
LFG
911
Lazard Frères Gestion
France
$6.45M -$574K -1,800 -9%
SC
912
Sawyer & Company
Massachusetts
$6.43M +$19.8K +62 +0.3%
BBHC
913
Brown Brothers Harriman & Co
New York
$6.4M -$247K -774 -4%
YDMI
914
Y.D. More Investments
Israel
$6.35M +$271K +850 +5%
JF
915
Jericho Financial
Ohio
$6.31M +$6.03M +18,887 New
SF
916
Summit Financial
New Jersey
$6.26M -$166K -521 -3%
CA
917
Cullinan Associates
Kentucky
$6.21M +$60.6K +190 +1%
CCAM
918
Codex Capital Asset Management
Texas
$6.19M
BWP
919
Burling Wealth Partners
Illinois
$6.18M +$5.9M +18,492 New
QIM
920
Quantitative Investment Management
Virginia
$6.17M -$7.97M -24,978 -58%
LI
921
Louisbourg Investments
New Brunswick, Canada
$6.15M -$2.17M -6,810 -23%
WIC
922
Woodmont Investment Counsel
Tennessee
$6.14M -$56.8K -178 -1%
AG
923
AlTi Global
New York
$6.12M -$390K -1,221 -6%
FFA
924
Farther Finance Advisors
California
$6.11M +$742K +2,324 +15%
DWT
925
Dorsey & Whitney Trust
South Dakota
$6.1M -$35.1K -110 -0.6%

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.