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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
1051
Canal Capital Management
Virginia
$4.6M +$58.7K +184 +1%
MGP
1052
M&G plc
United Kingdom
$4.55M -$204K -639 -4%
RWM
1053
Ritholtz Wealth Management
New York
$4.55M +$204K +639 +5%
XT
1054
XTX Topco
Cayman Islands
$4.54M +$4.33M +13,572 New
WMA
1055
West Michigan Advisors
Michigan
$4.53M +$9.57K +30 +0.2%
VIA
1056
Vickerman Investment Advisors
Washington
$4.53M -$729K -2,284 -14%
JGUA
1057
John G. Ullman & Associates
New York
$4.52M -$87.8K -275 -2%
KIA
1058
KCM Investment Advisors
California
$4.5M -$131K -409 -3%
Jacobs Levy Equity Management
1059
Jacobs Levy Equity Management
New Jersey
$4.46M -$46.5M -145,707 -92%
FHB
1060
First Hawaiian Bank
Hawaii
$4.46M +$608K +1,906 +17%
ACA
1061
Aptus Capital Advisors
Alabama
$4.45M +$1.4M +4,375 +49%
EA
1062
Ellsworth Advisors
Ohio
$4.42M +$3.97M +12,437 +1,562%
DCM
1063
Davidson Capital Management
Texas
$4.41M +$48.5K +152 +1%
HIP
1064
Harrell Investment Partners
Texas
$4.38M +$42.4K +133 +1%
TFA
1065
Transamerica Financial Advisors
Florida
$4.37M -$114K -356 -3%
OHIS
1066
Oak Harvest Investment Services
Texas
$4.36M +$1.14M +3,557 +37%
CC
1067
Courier Capital
New York
$4.34M -$87.8K -275 -2%
WAS
1068
Winch Advisory Services
Wisconsin
$4.34M +$52K +163 +1%
HCMT
1069
Highland Capital Management (Tennessee)
Tennessee
$4.32M +$4.12M +12,925 New
IA
1070
Icon Advisers
Colorado
$4.31M
SC
1071
Savoie Capital
Illinois
$4.31M
GIA
1072
Gladstone Institutional Advisory
Florida
$4.26M -$503K -1,577 -11%
SAS
1073
Stelac Advisory Services
New York
$4.24M
LWANC
1074
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.22M -$1.28K -4 -0%
CGIM
1075
Capital Group Investment Management
Singapore
$4.22M -$343K -1,075 -8%

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.