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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
FPF
1376
First Pacific Financial
Washington
$2.26M +$24.6K +77 +1%
CIA
1377
Capital Investment Advisors
Georgia
$2.26M +$33.8K +106 +2%
DA
1378
Dover Advisors
Virginia
$2.25M +$92.5K +290 +4%
CPW
1379
Cove Private Wealth
New York
$2.24M +$794K +2,487 +59%
TF
1380
TLWM Financial
Texas
$2.24M +$86.8K +272 +4%
GAM
1381
Grandview Asset Management
Pennsylvania
$2.23M +$159K +498 +8%
DC
1382
Davenport & Co
Virginia
$2.23M +$82K +257 +4%
1W
1383
1776 Wealth
Georgia
$2.23M
AWMT
1384
AAFMAA Wealth Management & Trust
North Carolina
$2.23M -$465K -1,456 -18%
ATS
1385
Ashton Thomas Securities
New York
$2.23M +$145K +454 +7%
HT
1386
Heritage Trust
Oklahoma
$2.21M +$2.11M +6,607 New
TAM
1387
Tealwood Asset Management
Minnesota
$2.21M -$22.7K -71 -1%
MUAMU
1388
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.21M +$1.79M +5,600 +560%
LPAM
1389
Lodestar Private Asset Management
California
$2.2M +$1.66M +5,205 +376%
AL
1390
Aspiriant LLC
California
$2.2M +$83.3K +261 +4%
CVA
1391
Central Valley Advisors
California
$2.2M +$47.9K +150 +2%
PPC
1392
Park Place Capital
Alabama
$2.2M -$278K -872 -12%
CFG
1393
Cooper Financial Group
California
$2.2M +$83.6K +262 +4%
WA
1394
WP Advisors
California
$2.2M -$27.8K -87 -1%
LFA
1395
Legacy Financial Advisors
Kentucky
$2.19M +$60K +188 +3%
RCG
1396
Regatta Capital Group
California
$2.18M +$20.4K +64 +1%
DAM
1397
Deltec Asset Management
New York
$2.17M
CFO
1398
Callan Family Office
Pennsylvania
$2.17M +$2.07M +6,490 New
HDA
1399
Harold Davidson & Associates
California
$2.15M +$2.05M +6,427 New
MCM
1400
Mainstream Capital Management
California
$2.14M +$10.5K +33 +0.5%

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.