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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
AIM
1351
Allen Investment Management
New York
$2.34M -$36.6M -114,763 -94%
DAS
1352
Diversify Advisory Services
Utah
$2.34M -$776K -2,430 -25%
DAM
1353
Doheny Asset Management
California
$2.34M -$1.6K -5 -0.1%
OF
1354
Optimize Financial
California
$2.34M +$2.23M +6,988 New
MW
1355
Maia Wealth
Colorado
$2.33M +$404K +1,265 +23%
ATWA
1356
Arbor Trust Wealth Advisors
Michigan
$2.33M +$130K +407 +6%
BFS
1357
Bard Financial Services
Connecticut
$2.32M
BM
1358
Brandywine Managers
Delaware
$2.31M
CFGS
1359
Concourse Financial Group Securities
Alabama
$2.31M +$96.1K +301 +5%
C
1360
Certuity
Florida
$2.31M -$54.9K -172 -2%
B
1361
Barings
North Carolina
$2.3M -$156K -490 -7%
SC
1362
Saturna Capital
Washington
$2.3M +$41.8K +131 +2%
COCM
1363
Charter Oak Capital Management
New Hampshire
$2.29M -$420K -1,317 -16%
MFG
1364
MidWestOne Financial Group
Iowa
$2.29M -$127K -398 -5%
UWM
1365
Udine Wealth Management
Florida
$2.29M +$19.5K +61 +0.9%
SWMG
1366
Signature Wealth Management Group
Georgia
$2.29M +$24.6K +77 +1%
NFG
1367
Nations Financial Group
Iowa
$2.28M +$33.8K +106 +2%
CT
1368
Chicago Trust
Illinois
$2.28M -$74.4K -233 -3%
ECM
1369
Eisler Capital Management
United Kingdom
$2.27M +$2.19M +6,876 New
BWAM
1370
Boyd Watterson Asset Management
Ohio
$2.27M -$65.1K -204 -3%
SFCL
1371
Strengthening Families & Communities LLC
Massachusetts
$2.27M +$27.4K +86 +1%
NG
1372
Northstar Group
New York
$2.26M -$638 -2 -0%
BTD
1373
BankPlus Trust Department
Mississippi
$2.26M +$2.16M +6,772 New
BBP
1374
Banco BTG Pactual
Brazil
$2.26M +$1.78M +5,585 +443%
BCB
1375
Brian C. Broderick
$2.26M +$2.16M +6,764 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.