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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
YIH
926
Y-Intercept (HK)
Hong Kong
$6.07M +$5.79M +18,155 New
FRA
927
Frank Rimerman Advisors
California
$6.04M +$407K +1,274 +8%
MYAM
928
Meiji Yasuda Asset Management
Japan
$6.04M +$277K +867 +5%
EWM
929
Elite Wealth Management
Washington
$6.03M -$424K -1,329 -7%
GFA
930
Gifford Fong Associates
California
$6.02M
PC
931
Promethos Capital
Massachusetts
$6.01M +$201K +630 +4%
CT
932
Caldwell Trust
Florida
$5.99M +$22K +69 +0.4%
AAM
933
Azzad Asset Management
Virginia
$5.99M +$33.2K +104 +0.6%
OAM
934
Ostrum Asset Management
France
$5.97M +$1.07M +3,354 +23%
M
935
Mirova
France
$5.97M +$880K +2,758 +18%
IFG
936
Independent Financial Group
California
$5.96M +$209K +654 +4%
QPWM
937
Quadrant Private Wealth Management
Pennsylvania
$5.93M +$64.5K +202 +1%
HBT
938
Hills Bank & Trust
Iowa
$5.93M -$85.5K -268 -1%
MKA
939
M. Kulyk & Associates
Georgia
$5.92M -$1.41M -4,420 -20%
AWM
940
Avior Wealth Management
Nebraska
$5.92M -$583K -1,826 -9%
VI
941
Vestcor Inc
New Brunswick, Canada
$5.92M -$396K -1,242 -7%
CAL
942
Capital Analysts LLC
Pennsylvania
$5.89M +$73.4K +230 +1%
O
943
Ossiam
France
$5.88M -$801K -2,509 -12%
BFW
944
Brady Family Wealth
Missouri
$5.88M -$224K -703 -4%
TM
945
TFJ Management
Massachusetts
$5.87M +$5.6M +17,561 New
PR
946
Payden & Rygel
California
$5.85M +$4.08M +12,800 +272%
TCCM
947
Timber Creek Capital Management
Massachusetts
$5.85M +$5.42K +17 +0.1%
I
948
INVST
Indiana
$5.82M +$132K +415 +2%
LA
949
LM Advisors
California
$5.82M +$640K +2,005 +13%
HCA
950
Harbour Capital Advisors
Virginia
$5.8M -$51.4K -161 -0.9%

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.