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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
AAS
1301
Ameritas Advisory Services
Nebraska
$2.54M +$20.4K +64 +0.9%
WRPWM
1302
Werba Rubin Papier Wealth Management
California
$2.53M -$613K -1,922 -20%
CWP
1303
Concord Wealth Partners
Virginia
$2.52M +$135K +423 +6%
CCG
1304
Ceeto Capital Group
Florida
$2.51M
SC
1305
Shay Capital
New York
$2.51M +$1.95M +6,120 +443%
SAM
1306
Silphium Asset Management
United Kingdom
$2.51M +$2.39M +7,500 New
WCM
1307
Weaver Capital Management
Georgia
$2.5M +$298K +933 +14%
NP
1308
Nilsine Partners
Colorado
$2.5M +$103K +323 +5%
GS
1309
GTS Securities
New York
$2.49M +$367K +1,150 +18%
EWA
1310
EverSource Wealth Advisors
Alabama
$2.48M +$342K +1,072 +17%
KTC
1311
Kentucky Trust Company
Kentucky
$2.48M +$2.36M +7,410 New
RSWM
1312
Robertson Stephens Wealth Management
California
$2.48M +$67.3K +211 +3%
GLAM
1313
Gardner Lewis Asset Management
Pennsylvania
$2.48M +$903K +2,830 +62%
BMCM
1314
Bryn Mawr Capital Management
Pennsylvania
$2.47M +$329K +1,030 +16%
PDL
1315
Portfolio Design Labs
California
$2.47M +$341K +1,069 +17%
KAS
1316
KPP Advisory Services
Kentucky
$2.47M +$11.5K +36 +0.5%
CP
1317
Cornerstone Planning
North Carolina
$2.46M +$2.35M +7,367 New
ISL
1318
Ingalls & Snyder LLC
New York
$2.46M -$57.1K -179 -2%
PWP
1319
Perfromance Wealth Partners
Illinois
$2.46M +$2.55K +8 +0.1%
UAS
1320
United Asset Strategies
New York
$2.46M +$16K +50 +0.7%
SAM
1321
Secure Asset Management
Michigan
$2.46M +$121K +380 +5%
CFFP
1322
Center for Financial Planning
Michigan
$2.46M
SVWAG
1323
Sound View Wealth Advisors Group
Georgia
$2.46M -$1.64M -5,142 -41%
SCM
1324
Stevens Capital Management
Pennsylvania
$2.45M -$4.25M -13,325 -65%
HCCM
1325
Hudson Canyon Capital Management
New York
$2.45M +$2.34M +7,325 New

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.