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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
CCM
976
Condor Capital Management
New Jersey
$5.46M -$133K -416 -2%
WA
977
Waverly Advisors
Alabama
$5.45M +$2M +6,258 +62%
SW
978
SVB Wealth
Massachusetts
$5.44M +$5.19M +16,269 New
SS
979
SBI Securities
Japan
$5.44M +$5.19M +16,261 New
HCM
980
Hudson Capital Management
New Jersey
$5.43M -$296K -926 -5%
NFC
981
Northeast Financial Consultants
Connecticut
$5.42M +$319 +1 +0%
AG
982
Ascent Group
Virginia
$5.41M +$59K +185 +1%
PAM
983
Pegasus Asset Management
New York
$5.4M +$34.8K +109 +0.7%
PEAK6
984
PEAK6
Illinois
$5.39M +$5.14M +16,108 New
CIM
985
Chiron Investment Management
New York
$5.38M +$5.14M +16,104 New
IIA
986
IPG Investment Advisors
California
$5.36M +$1.01M +3,157 +25%
SPG
987
Strategic Planning Group
Utah
$5.36M +$45.3K +142 +0.9%
KFBMI
988
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.35M
PCIG
989
Partners Capital Investment Group
Massachusetts
$5.34M -$5.79M -18,154 -53%
WWA
990
WCG Wealth Advisors
Nevada
$5.33M +$197K +618 +4%
MYIA
991
Mount Yale Investment Advisors
Colorado
$5.33M -$716K -2,244 -12%
PWP
992
Private Wealth Partners
California
$5.33M +$390K +1,223 +8%
DT
993
Diversified Trust
Tennessee
$5.32M +$1.18M +3,706 +30%
LW
994
Linscomb Wealth
Texas
$5.31M +$105K +329 +2%
WPC
995
Wedmont Private Capital
Pennsylvania
$5.29M -$101K -316 -2%
CAMG
996
CWA Asset Management Group
Florida
$5.25M +$618K +1,936 +14%
MPPLM
997
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.25M +$157K +491 +3%
CFM
998
Catalyst Funds Management
Australia
$5.25M +$5.01M +15,700 New
CPBTD
999
Central Pacific Bank - Trust Division
Hawaii
$5.24M +$2.31M +7,225 +86%
SAI
1000
Systematic Alpha Investments
New Jersey
$5.22M

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.