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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
CWAG
1251
Compton Wealth Advisory Group
Virginia
$2.73M +$152K +475 +6%
CCM
1252
Chickasaw Capital Management
Tennessee
$2.73M -$22.3K -70 -0.9%
EWM
1253
Elmwood Wealth Management
California
$2.73M +$491K +1,539 +23%
VCM
1254
Verde Capital Management
Michigan
$2.73M -$615K -1,927 -19%
TW
1255
TrinityPoint Wealth
Connecticut
$2.71M +$50.4K +158 +2%
FWA
1256
FOCUS Wealth Advisors
Texas
$2.7M -$38.6K -121 -1%
DC
1257
DeDora Capital
California
$2.7M +$3.83K +12 +0.1%
NB
1258
Nicolet Bankshares
Wisconsin
$2.69M -$22K -69 -0.8%
CRIG
1259
Charter Research & Investment Group
Connecticut
$2.69M -$16K -50 -0.6%
HVCM
1260
Hel Ved Capital Management
Hong Kong
$2.69M +$528K +1,655 +26%
ACS
1261
Archford Capital Strategies
Illinois
$2.68M +$74.7K +234 +3%
OIS
1262
Okabena Investment Services
Minnesota
$2.68M +$317K +994 +14%
AA
1263
ALPS Advisors
Colorado
$2.68M -$357K -1,119 -12%
SFM
1264
Signet Financial Management
New Jersey
$2.67M -$19.5K -61 -0.8%
ECG
1265
Edge Capital Group
Georgia
$2.67M -$173K -542 -6%
SACTSONJ
1266
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.67M
EI
1267
Ellevest Inc
New York
$2.67M -$438K -1,371 -15%
RCA
1268
Resonant Capital Advisors
Wisconsin
$2.66M +$242K +758 +11%
PWM
1269
Power Wealth Management
Georgia
$2.66M -$20.7K -65 -0.8%
SDIC
1270
South Dakota Investment Council
South Dakota
$2.65M
PIM
1271
Penobscot Investment Management
Massachusetts
$2.65M +$638 +2 +0%
PL
1272
Perpetual Ltd
Australia
$2.65M +$316K +990 +14%
KJHP
1273
K.J. Harrison & Partners
Ontario, Canada
$2.65M +$957K +3,000 +60%
CFCI
1274
Comprehensive Financial Consultants Institutional
Indiana
$2.64M +$13.1K +41 +0.5%
WANY
1275
Wealthspire Advisors (New York)
New York
$2.64M +$106K +332 +4%

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.