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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
SWP
1026
Sagespring Wealth Partners
Tennessee
$4.94M +$4.71M +14,765 New
FTWA
1027
Fifth Third Wealth Advisors
Ohio
$4.92M +$233K +731 +5%
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$4.9M +$200K +627 +4%
AI
1029
Aperture Investors
New York
$4.89M
PGFC
1030
Peapack-Gladstone Financial Corp
New Jersey
$4.87M -$440K -1,378 -9%
SIP
1031
Stoneridge Investment Partners
Pennsylvania
$4.85M -$1.73M -5,428 -27%
BHA
1032
Beech Hill Advisors
New York
$4.84M -$86.2K -270 -2%
CAM
1033
Cozad Asset Management
Illinois
$4.82M +$45.6K +143 +1%
MA
1034
Modus Advisors
Minnesota
$4.82M +$18.8K +59 +0.4%
KTM
1035
Keeler Thomas Management
Utah
$4.8M -$81.7K -256 -2%
SWM
1036
Spire Wealth Management
Virginia
$4.79M -$1.37M -4,280 -23%
PAG
1037
Private Advisory Group
Washington
$4.75M +$229K +716 +5%
KHLMTHM
1038
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.73M
GWM
1039
Geneos Wealth Management
Colorado
$4.73M -$28.7K -90 -0.6%
MSA
1040
MUFG Securities Americas
New York
$4.72M +$4.5M +14,112 New
HZ
1041
Hixon Zuercher
Ohio
$4.7M -$245K -767 -5%
NB
1042
NBT Bank
New York
$4.67M -$114K -358 -2%
WR
1043
WD Rutherford
Oregon
$4.67M -$5.42K -17 -0.1%
TNA
1044
True North Advisors
Texas
$4.66M +$3.88M +12,146 +674%
FCM
1045
Fortis Capital Management
Washington
$4.66M +$1.01M +3,164 +29%
SWM
1046
Sendero Wealth Management
Texas
$4.65M -$2.8M -8,768 -39%
VIS
1047
Vega Investment Solutions
France
$4.64M +$4.43M +13,880 New
RI
1048
Redwood Investments
Massachusetts
$4.64M -$41.8K -131 -0.9%
JHCP
1049
Jackson Hole Capital Partners
Oklahoma
$4.62M +$302K +947 +7%
RBA
1050
Richard Bernstein Advisors
New York
$4.6M

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.