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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
NFSG
1001
Newbridge Financial Services Group
Florida
$5.22M +$344K +1,079 +7%
BCA
1002
Bray Capital Advisors
Florida
$5.21M -$798K -2,500 -14%
DBG
1003
De Burlo Group
Massachusetts
$5.2M -$191K -600 -4%
BDL
1004
Bey-Douglas LLC
Georgia
$5.19M -$21.4K -67 -0.4%
SF
1005
Symphony Financial
Texas
$5.18M +$280K +878 +6%
GIC
1006
Generali Investments CEE
Czech Republic
$5.16M +$4.92M +15,424 New
ATPW
1007
Ashton Thomas Private Wealth
Arizona
$5.15M -$54.3K -170 -1%
LGF
1008
LGT Group Foundation
Liechtenstein
$5.14M -$347K -1,086 -7%
GRP
1009
Global Retirement Partners
California
$5.14M +$428K +1,341 +10%
SC
1010
Savant Capital
Illinois
$5.12M -$23K -72 -0.5%
SC
1011
Sepio Capital
Utah
$5.11M -$163K -511 -3%
LS
1012
Livforsakringsbolaget Skandia
Sweden
$5.09M -$1.56M -4,900 -24%
PHK
1013
Point72 Hong Kong
Hong Kong
$5.09M +$4.86M +15,221 New
AFA
1014
Arlington Financial Advisors
California
$5.08M -$18.2K -57 -0.4%
NIM
1015
Nicollet Investment Management
Minnesota
$5.07M -$22.3K -70 -0.5%
CCP
1016
Clarity Capital Partners
California
$5.06M +$21.7K +68 +0.5%
IRAG
1017
Investment Research & Advisory Group
Georgia
$5.03M -$41.5K -130 -0.9%
PIM
1018
Progressive Investment Management
Oregon
$5.02M -$39.3K -123 -0.8%
WAOTB
1019
Wealth Advisors of Tampa Bay
Florida
$5.02M -$974K -3,053 -17%
WOC
1020
West Oak Capital
California
$5M
TW
1021
TritonPoint Wealth
Maryland
$5M +$125K +392 +3%
TCOT
1022
Trust Company of Toledo
Ohio
$5M +$118K +370 +3%
AFG
1023
Atomi Financial Group
New York
$4.98M +$921K +2,885 +24%
PCM
1024
Penserra Capital Management
California
$4.96M +$1.92M +6,024 +68%
HAS
1025
HBW Advisory Services
California
$4.94M -$447K -1,402 -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.