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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
MWS
1226
Maxwell Wealth Strategies
California
$2.87M +$6.38K +20 +0.2%
PTC
1227
Private Trust Company
Ohio
$2.87M -$34.5K -108 -1%
WP
1228
WealthShield Partners
North Carolina
$2.87M -$205K -642 -7%
LAM
1229
LECAP Asset Management
United Kingdom
$2.86M +$2.73M +8,556 New
KFS
1230
Kurt F. Somerville
$2.86M +$2.73M +8,551 New
AFCM
1231
Applied Finance Capital Management
Puerto Rico
$2.84M -$233K -730 -8%
MSK
1232
Melissa S. Kampmann
$2.83M -$316K -990 -10%
CPC
1233
Congress Park Capital
New York
$2.82M -$92.5K -290 -3%
WAM
1234
Worth Asset Management
Texas
$2.81M +$2.68M +8,410 New
BC
1235
Burney Company
Virginia
$2.81M -$34.1K -107 -1%
SIG
1236
Stonegate Investment Group
Alabama
$2.8M +$150K +470 +6%
GL
1237
Graypoint LLC
New York
$2.8M +$107K +336 +4%
LMKC
1238
L.M. Kohn & Company
Ohio
$2.8M +$4.79K +15 +0.2%
SFP
1239
Shepherd Financial Partners
Massachusetts
$2.78M +$89.4K +280 +3%
MCCP
1240
Mission Creek Capital Partners
California
$2.78M -$184K -576 -6%
ANTB
1241
AMG National Trust Bank
Colorado
$2.78M -$12.8K -40 -0.5%
BPAMU
1242
BTG Pactual Asset Management US
New York
$2.78M +$523K +1,638 +25%
OGF
1243
Orin Green Financial
California
$2.77M -$2.64M -8,270 Closed
CWAF
1244
Core Wealth Advisors (Florida)
Florida
$2.77M -$46.3K -145 -2%
LF
1245
LifePlan Financial
Minnesota
$2.77M -$56.8K -178 -2%
UBG
1246
United Bank (Georgia)
Georgia
$2.76M +$308K +965 +13%
NG
1247
Norden Group
Utah
$2.75M +$138K +431 +6%
PH
1248
Pinnacle Holdings
Oklahoma
$2.75M -$70.8K -222 -3%
RWB
1249
RMR Wealth Builders
New Jersey
$2.74M +$140K +440 +6%
NCM
1250
Nelson Capital Management
California
$2.74M +$45.6K +143 +2%

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.