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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
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$466M -$193M -605,974 -30%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$460M +$128M +401,792 +41%
Harris Associates
78
Harris Associates
Illinois
$445M -$1.18B -3,702,459 -74%
Marshall Wace
79
Marshall Wace
United Kingdom
$443M +$309M +966,723 +270%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$439M +$124M +387,384 +42%
Stifel Financial
81
Stifel Financial
Missouri
$416M +$14.8M +46,498 +4%
DekaBank Deutsche Girozentrale
82
DekaBank Deutsche Girozentrale
Germany
$415M
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$414M +$328M +1,028,038 +492%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$408M +$234M +734,272 +147%
Viking Global Investors
85
Viking Global Investors
Connecticut
$405M +$213M +667,080 +123%
FCM
86
Farallon Capital Management
California
$405M -$266M -834,800 -41%
Prudential Financial
87
Prudential Financial
New Jersey
$402M -$15.7M -49,228 -4%
AT
88
AMF Tjänstepension
Sweden
$398M -$76.1M -238,321 -17%
SGA
89
Sustainable Growth Advisers
Connecticut
$395M -$323M -1,012,122 -46%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$394M -$4.02M -12,600 -1%
William Blair Investment Management
91
William Blair Investment Management
Illinois
$394M +$6.83M +21,410 +2%
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$393M +$375M +1,174,436 New
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$375M +$61.8M +193,713 +21%
Axa
94
Axa
France
$374M +$87.5M +274,104 +32%
Fidelity International
95
Fidelity International
Bermuda
$368M -$586M -1,836,189 -63%
LPL Financial
96
LPL Financial
California
$357M +$43.1M +135,154 +14%
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$355M -$8.94M -28,016 -3%
DPCM
98
Darlington Partners Capital Management
California
$343M
Aberdeen Group
99
Aberdeen Group
United Kingdom
$342M -$27.1M -85,042 -8%
Jane Street
100
Jane Street
New York
$337M +$278M +872,603 +648%

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.