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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
EDRH
951
Edmond de Rothschild Holding
Switzerland
$5.8M +$3.73M +11,700 +207%
CI
952
Conning Inc
Connecticut
$5.77M -$1.43M -4,469 -21%
AI
953
AXS Investments
New York
$5.75M -$483K -1,515 -8%
OA
954
Oak Associates
Ohio
$5.74M
GM
955
GeoWealth Management
Illinois
$5.74M +$549K +1,719 +11%
MAS
956
Meeder Advisory Services
Ohio
$5.74M +$393K +1,232 +8%
USCWA
957
U.S. Capital Wealth Advisors
Texas
$5.73M +$1.5M +4,706 +38%
FFP
958
FourThought Financial Partners
Florida
$5.7M -$3.11M -9,733 -36%
TC
959
TwinBeech Capital
New York
$5.69M +$5.43M +17,020 New
CI
960
Cavalier Investments
Georgia
$5.69M +$214K +672 +4%
CIG
961
Cullen Investment Group
Louisiana
$5.69M -$89.4K -280 -2%
FFWA
962
FRG Family Wealth Advisors
Washington
$5.69M -$311K -975 -5%
SW
963
SteelPeak Wealth
California
$5.68M -$241K -755 -4%
WPP
964
Whalerock Point Partners
Rhode Island
$5.68M +$110K +345 +2%
GC
965
Garde Capital
Washington
$5.67M -$229K -719 -4%
CCA
966
Checchi Capital Advisers
California
$5.62M -$1.4M -4,388 -21%
SC
967
SouthState Corp
Florida
$5.6M -$36.4K -114 -0.7%
PCM
968
Parsons Capital Management
Rhode Island
$5.57M -$38.6K -121 -0.7%
PCM
969
Pinnbrook Capital Management
New York
$5.56M -$2.31M -7,227 -30%
ACM
970
Aljian Capital Management
Nevada
$5.52M +$1.03M +3,241 +24%
HWAM
971
Hennion & Walsh Asset Management
New Jersey
$5.51M +$245K +769 +5%
PSC
972
Prentiss Smith & Co
Vermont
$5.5M -$49.5K -155 -0.9%
RWM
973
RBA Wealth Management
California
$5.5M +$91K +285 +2%
FIB
974
First Interstate Bank
Montana
$5.47M -$73.7K -231 -1%
DLCIG
975
D.L. Carlson Investment Group
New Hampshire
$5.46M -$91.3K -286 -2%

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.