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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
NIMI
1326
Natixis Investment Managers International
France
$2.44M +$685K +2,145 +42%
MSR
1327
Main Street Research
Connecticut
$2.44M +$171K +537 +8%
WPW
1328
Waldron Private Wealth
Pennsylvania
$2.43M -$164K -515 -7%
EWM
1329
EPG Wealth Management
Georgia
$2.43M -$141K -443 -6%
MYLI
1330
Meiji Yasuda Life Insurance
Japan
$2.42M +$723K +2,266 +45%
AAM
1331
Augustine Asset Management
Florida
$2.42M +$1.09M +3,406 +89%
BB
1332
Berkshire Bank
Massachusetts
$2.42M -$51.7K -162 -2%
APIM
1333
Agate Pass Investment Management
Washington
$2.41M +$708K +2,217 +44%
CAMV
1334
Concord Asset Management (Virginia)
Virginia
$2.41M +$103K +323 +5%
SI
1335
Shaker Investments
Ohio
$2.41M +$1.01M +3,153 +78%
V
1336
VeraBank
Texas
$2.41M -$1.92K -6 -0.1%
BA
1337
Bristlecone Advisors
Washington
$2.4M -$49.8K -156 -2%
IB
1338
Intrust Bank
Kansas
$2.4M +$27.1K +85 +1%
UB
1339
Umpqua Bank
Oregon
$2.4M -$97.3K -305 -4%
PSB
1340
Passumpsic Savings Bank
Vermont
$2.39M -$53.9K -169 -2%
GCM
1341
Glynn Capital Management
California
$2.39M
CPA
1342
Cardiff Park Advisors
California
$2.39M
NA
1343
Nautilus Advisors
California
$2.38M +$2.28M +7,132 New
AB
1344
Atlas Brown
Kentucky
$2.37M -$24.9K -78 -1%
LS
1345
Leelyn Smith
Illinois
$2.37M +$54.9K +172 +2%
PVI
1346
Pine Valley Investments
New Jersey
$2.37M +$11.2K +35 +0.5%
WG
1347
Winton Group
United Kingdom
$2.35M +$2.25M +7,040 New
NIP
1348
Nicholas Investment Partners
California
$2.35M +$2.01M +6,288 +846%
ZF
1349
Zhang Financial
Michigan
$2.35M +$51.1K +160 +2%
QC
1350
Quantessence Capital
New York
$2.35M +$2.24M +7,024 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.