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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
PCG
1276
PFC Capital Group
California
$2.63M +$16K +50 +0.6%
BSB
1277
Bangor Savings Bank
Maine
$2.63M -$11.2K -35 -0.4%
UW
1278
Unique Wealth
Florida
$2.62M +$277K +867 +12%
SG
1279
StoneX Group
New York
$2.61M +$394K +1,234 +19%
KWA
1280
Kingswood Wealth Advisors
California
$2.61M -$1.99M -6,230 -44%
WA
1281
Wealth Alliance
New York
$2.61M +$63.2K +198 +3%
FMB
1282
Field & Main Bank
Kentucky
$2.61M +$11.2K +35 +0.5%
NL
1283
Navalign LLC
California
$2.61M -$67.7K -212 -3%
QCG
1284
Quadrant Capital Group
Ohio
$2.6M +$53.3K +167 +2%
TWM
1285
Thrive Wealth Management
Pennsylvania
$2.6M -$2.55K -8 -0.1%
CHAM
1286
Clear Harbor Asset Management
Connecticut
$2.6M +$143K +449 +6%
FNFDCM
1287
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.6M +$1.01M +3,164 +69%
NSLI
1288
Nan Shan Life Insurance
Taiwan
$2.6M -$45.8M -143,655 -95%
JPWM
1289
Jamison Private Wealth Management
Georgia
$2.59M +$267K +837 +12%
CPIG
1290
Chicago Partners Investment Group
Illinois
$2.59M +$330K +1,034 +15%
UWS
1291
Unique Wealth Strategies
Illinois
$2.59M -$88.7K -278 -3%
PWM
1292
Peterson Wealth Management
Nevada
$2.58M +$116K +362 +5%
FGC
1293
Financial Gravity Companies
Texas
$2.56M +$39.9K +125 +2%
BAM
1294
Beaumont Asset Management
Texas
$2.55M -$57.8K -181 -2%
TFGT
1295
TS Financial Group (TSFG)
Illinois
$2.55M -$63.8K -200 -3%
LWA
1296
Lineweaver Wealth Advisors
Ohio
$2.55M +$191K +597 +9%
AWP
1297
Ascent Wealth Partners
New York
$2.55M -$30.6K -96 -1%
BIG
1298
Brooklyn Investment Group
New York
$2.54M +$136K +427 +6%
WMP
1299
Wealth Management Partners
Arizona
$2.54M -$52.7K -165 -2%
HA
1300
Harfst & Associates
Wyoming
$2.54M +$158K +496 +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.