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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
RA
1126
Rational Advisors
New York
$3.68M +$3.51M +11,000 New
HH
1127
Hilltop Holdings
Texas
$3.67M +$118K +369 +3%
SI
1128
Symmetry Investments
Jersey
$3.65M +$3.49M +10,923 New
BWM
1129
Bulltick Wealth Management
Florida
$3.64M -$2.15M -6,733 -38%
EBT
1130
Enterprise Bank & Trust
Massachusetts
$3.64M -$145K -454 -4%
CWM
1131
Cabot Wealth Management
Massachusetts
$3.64M -$34.5K -108 -1%
IAM
1132
Impact Asset Management
$3.6M +$3.44M +10,780 New
ET
1133
Entropy Technologies
New York
$3.58M +$3.42M +10,717 New
VAS
1134
Vestmark Advisory Solutions
Massachusetts
$3.58M +$4.47K +14 +0.1%
LSAG
1135
Lake Street Advisors Group
New Hampshire
$3.58M -$107K -335 -3%
SLI
1136
Sumitomo Life Insurance
Japan
$3.56M -$72.1K -226 -2%
RWA
1137
Roberts Wealth Advisors
California
$3.56M +$23.9K +75 +0.7%
DWA
1138
Douglass Winthrop Advisors
New York
$3.53M +$16.9K +53 +0.5%
FFM
1139
Forum Financial Management
Illinois
$3.52M +$662K +2,075 +25%
FB
1140
Fulton Bank
Pennsylvania
$3.52M +$406K +1,272 +14%
CA
1141
CGN Advisors
Kansas
$3.51M -$810K -2,538 -19%
CHP
1142
Cable Hill Partners
Oregon
$3.51M +$36.7K +115 +1%
WAM
1143
Weiss Asset Management
Massachusetts
$3.5M -$217K -679 -6%
GGI
1144
GPM Growth Investors
Michigan
$3.49M -$69.6K -218 -2%
IFWM
1145
Institute for Wealth Management
Colorado
$3.47M -$39.3K -123 -1%
SI
1146
Scharf Investments
California
$3.46M +$191K +599 +6%
FHA
1147
Flagship Harbor Advisors
Massachusetts
$3.46M +$258K +807 +8%
1WA
1148
180 Wealth Advisors
Washington
$3.46M +$72.4K +227 +2%
BHIA
1149
Birch Hill Investment Advisors
Massachusetts
$3.46M -$293K -917 -8%
WIS
1150
Wright Investors Service
Connecticut
$3.45M -$436K -1,367 -12%

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.