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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
FAIM
1201
Financial Advocates Investment Management
Washington
$3.06M +$63.5K +199 +2%
OHWP
1202
Oak Harbor Wealth Partners
North Carolina
$3.06M -$55.2K -173 -2%
AFS
1203
Aft Forsyth & Sober
Florida
$3.06M
BTI
1204
Blue Trust Inc
Georgia
$3.04M -$804K -2,519 -22%
GWMIA
1205
Global Wealth Management Investment Advisory
Florida
$3.03M +$594K +1,861 +26%
CNC
1206
Citizens & Northern Corp
Pennsylvania
$3.02M +$74K +232 +3%
HG
1207
Herbst Group
Connecticut
$3.01M -$351K -1,100 -11%
JWBC
1208
J.W. Burns & Co
New York
$3.01M -$46.3K -145 -2%
CW
1209
CreativeOne Wealth
Kansas
$3.01M -$301K -944 -10%
CCIA
1210
Campbell & Co Investment Adviser
Maryland
$2.98M +$2.84M +8,911 New
GCM
1211
GKV Capital Management
California
$2.98M +$2.84M +8,910 New
BWG
1212
Boomfish Wealth Group
Georgia
$2.97M -$134K -421 -5%
PPWP
1213
Premier Path Wealth Partners
New Jersey
$2.96M -$250K -783 -8%
WAP
1214
Wealthcare Advisory Partners
Pennsylvania
$2.95M -$185K -579 -6%
JGCM
1215
Joseph Group Capital Management
Ohio
$2.94M -$284K -891 -9%
GIS
1216
Graphene Investments SAS
France
$2.94M -$830K -2,600 -23%
CRB
1217
Chad R. Baker
$2.94M +$2.81M +8,790 New
SAM
1218
Smartleaf Asset Management
Massachusetts
$2.94M +$559K +1,753 +25%
Connor, Clark & Lunn Investment Management (CC&L)
1219
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.94M -$34.8M -109,045 -93%
TSWM
1220
Triangle Securities Wealth Management
North Carolina
$2.93M -$55.8K -175 -2%
SCP
1221
Shorepoint Capital Partners
Massachusetts
$2.9M +$83.3K +261 +3%
LHC
1222
Little House Capital
Massachusetts
$2.89M +$41.2K +129 +2%
SIA
1223
Schechter Investment Advisors
Michigan
$2.88M -$85.2K -267 -3%
CPC
1224
CFC Planning Company
Indiana
$2.88M +$2.75M +8,612 New
BB
1225
Bell Bank
North Dakota
$2.87M -$20.4K -64 -0.7%

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.