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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
HFRG
1101
Houlihan Financial Resource Group
Virginia
$3.91M -$72.1K -226 -2%
ALAM
1102
Asahi Life Asset Management
Japan
$3.91M -$293K -917 -7%
GI
1103
GS Investments
Minnesota
$3.91M -$109K -340 -3%
WSCM
1104
Wellington Shields Capital Management
New York
$3.87M -$39.3K -123 -1%
CF
1105
Centaurus Financial
California
$3.87M -$441K -1,382 -11%
AWM
1106
Axxcess Wealth Management
California
$3.86M -$569K -1,784 -13%
NGA
1107
Naples Global Advisors
Florida
$3.85M +$296K +927 +9%
IAN
1108
Integrated Advisors Network
Texas
$3.85M +$19.1K +60 +0.5%
OFS
1109
OMC Financial Services
New York
$3.81M +$9.89K +31 +0.3%
CNBT
1110
Canandaigua National Bank & Trust
New York
$3.79M +$110K +344 +3%
WWM
1111
Western Wealth Management
Colorado
$3.78M -$512K -1,604 -12%
TF
1112
Trek Financial
Arizona
$3.76M +$3.35M +10,492 +1,403%
CIA
1113
Cohen Investment Advisors
New Hampshire
$3.75M +$13.4K +42 +0.4%
TAM
1114
Trust Asset Management
Texas
$3.75M
FPAS
1115
Focus Partners Advisor Solutions
Missouri
$3.74M +$2.07M +6,476 +137%
AGA
1116
Accuvest Global Advisors
Utah
$3.73M +$3.53M +11,071 New
OAM
1117
Occidental Asset Management
California
$3.73M +$2.12M +6,638 +147%
IWM
1118
IHT Wealth Management
Illinois
$3.72M -$1.09M -3,415 -23%
KA
1119
Kerrisdale Advisers
Florida
$3.71M -$1.57M -4,935 -31%
CP
1120
Cumberland Partners
Ontario, Canada
$3.71M -$957K -3,000 -21%
RC
1121
Roundview Capital
New Jersey
$3.71M +$121K +380 +4%
DWP
1122
Destiny Wealth Partners
Florida
$3.7M -$48.2K -151 -1%
RWP
1123
RWA Wealth Partners
Massachusetts
$3.69M +$742K +2,324 +27%
S
1124
Sachetta
Massachusetts
$3.68M +$10.2K +32 +0.3%
KC
1125
Katamaran Capital
United Kingdom
$3.68M +$3.51M +11,009 New

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.