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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
MA
1151
Mutual Advisors
Nebraska
$3.44M -$193K -606 -5%
ACM
1152
Advisors Capital Management
New Jersey
$3.44M +$95.4K +299 +3%
JWCA
1153
J.W. Cole Advisors
Florida
$3.43M +$128K +400 +4%
MCM
1154
MV Capital Management
Maryland
$3.41M -$20.7K -65 -0.6%
CM
1155
Caption Management
Oklahoma
$3.41M +$3.26M +10,200 New
NAAA
1156
New Age Alpha Advisors
New York
$3.41M +$3.24M +10,164 +29,040%
EWM
1157
Executive Wealth Management
Michigan
$3.41M -$44.4K -139 -1%
MNBTD
1158
Moody National Bank Trust Division
Texas
$3.41M -$53K -166 -2%
BRG
1159
Bay Rivers Group
Virginia
$3.39M +$813K +2,548 +34%
SWM
1160
Sculati Wealth Management
Michigan
$3.39M -$23.9K -75 -0.7%
AC
1161
Avestar Capital
New York
$3.39M +$181K +567 +6%
SAG
1162
SageView Advisory Group
California
$3.37M +$927K +2,905 +40%
KA
1163
Kovack Advisors
Florida
$3.37M +$274K +860 +9%
WBC
1164
Westpac Banking Corp
Australia
$3.35M -$357K -1,119 -10%
BWM
1165
BigSur Wealth Management
Florida
$3.35M +$16K +50 +0.5%
NAG
1166
Northstar Advisory Group
New Jersey
$3.34M +$215K +673 +7%
CHCM
1167
Columbus Hill Capital Management
New Jersey
$3.34M -$8.12M -25,459 -72%
PNAA
1168
Pictet North America Advisors
Switzerland
$3.33M +$64.1K +201 +2%
MGIA
1169
Moneta Group Investment Advisors
Missouri
$3.32M +$203K +636 +7%
VWM
1170
Venturi Wealth Management
Texas
$3.32M +$528K +1,654 +20%
CGL
1171
Clarius Group LLC
Washington
$3.31M +$52K +163 +2%
TIA
1172
Tiemann Investment Advisors
California
$3.3M +$59.4K +186 +2%
AFC
1173
AFT Forsyth & Company
Florida
$3.3M +$19.1K +60 +0.6%
CWI
1174
Conscious Wealth Investments
Florida
$3.28M +$19.8K +62 +0.6%
AIM
1175
Adapt Investment Managers
Switzerland
$3.27M +$3.08M +9,656 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.