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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
NF
1176
Nikulski Financial
Iowa
$3.26M +$25.9K +81 +0.8%
IA
1177
IFP Advisors
Florida
$3.25M +$555K +1,739 +22%
IP
1178
Interval Partners
New York
$3.24M +$301K +942 +11%
DCA
1179
DSG Capital Advisors
Minnesota
$3.24M +$3.09M +9,682 New
GLR
1180
Great Lakes Retirement
Ohio
$3.23M +$47.6K +149 +2%
NSB
1181
Norway Savings Bank
Maine
$3.21M +$94.8K +297 +3%
CTC
1182
Cetera Trust Company
Minnesota
$3.2M -$1.6K -5 -0.1%
HS
1183
HighVista Strategies
Massachusetts
$3.2M -$2.23M -7,000 -42%
AA
1184
Altrafin AG
$3.2M
CI
1185
Cigna Investments
Connecticut
$3.19M -$59K -185 -2%
SWM
1186
Segment Wealth Management
Texas
$3.19M
CA
1187
Cache Advisors
California
$3.18M +$3.03M +9,504 New
VFA
1188
Voya Financial Advisors
Connecticut
$3.17M +$42.1K +132 +1%
COI
1189
Connable Office Inc
Michigan
$3.16M -$46.3K -145 -2%
PAM
1190
Paradigm Asset Management
New York
$3.16M +$894K +2,800 +42%
BCM
1191
Boltwood Capital Management
California
$3.16M -$59K -185 -2%
WF
1192
Welch & Forbes
Massachusetts
$3.14M +$101K +316 +3%
MTIC
1193
Missouri Trust & Investment Company
Missouri
$3.13M +$30.6K +96 +1%
VNA
1194
Valley National Advisers
Pennsylvania
$3.12M +$40.5K +127 +1%
AIP
1195
Ameritas Investment Partners
Nebraska
$3.11M -$160K -500 -5%
IAS
1196
Insigneo Advisory Services
Florida
$3.1M -$218K -683 -7%
PWCM
1197
Processus Wealth & Capital Management
Tennessee
$3.1M -$204K -639 -6%
PWP
1198
Principle Wealth Partners
Connecticut
$3.08M -$4.79K -15 -0.2%
NW
1199
Naviter Wealth
Arkansas
$3.08M -$108K -339 -4%
PM
1200
Parametrica Management
Hong Kong
$3.07M +$789K +2,472 +37%

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.