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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
TPI
1401
Trust Point Inc
Wisconsin
$2.13M -$107K -336 -5%
CP
1402
Canopy Partners
Ohio
$2.13M +$31.3K +98 +2%
AWA
1403
Aaron Wealth Advisors
Illinois
$2.13M +$131K +410 +7%
BCM
1404
Beck Capital Management
Texas
$2.12M +$2.03M +6,352 New
PGAM
1405
Princeton Global Asset Management
New Jersey
$2.12M +$1.94M +6,093 +2,380%
AFA
1406
AA Financial Advisors
Ohio
$2.12M +$23.9K +75 +1%
CT
1407
Coastline Trust
Rhode Island
$2.12M -$22.7K -71 -1%
CBT
1408
Central Bank & Trust
Kentucky
$2.12M -$8.3K -26 -0.4%
KFS
1409
Kaizen Financial Strategies
California
$2.11M -$289K -907 -13%
SAM
1410
Steinberg Asset Management
New York
$2.11M -$44.4K -139 -2%
RPC
1411
Rossmore Private Capital
Connecticut
$2.11M
MWM
1412
MFG Wealth Management
Indiana
$2.11M +$2.01M +6,307 New
SJIM
1413
St. Johns Investment Management
Florida
$2.11M -$79.1K -248 -4%
PJSIMP
1414
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.1M -$205K -643 -9%
HCM
1415
Howard Capital Management
Georgia
$2.1M +$175K +548 +10%
HAG
1416
HF Advisory Group
Maryland
$2.1M +$278K +872 +16%
BFA
1417
Brendel Financial Advisors
New Hampshire
$2.08M +$1.99M +6,234 New
QWM
1418
Quadcap Wealth Management
Texas
$2.08M +$59.7K +187 +3%
GCM
1419
Gladius Capital Management
Illinois
$2.08M +$684K +2,144 +53%
SFA
1420
Semmax Financial Advisors
North Carolina
$2.08M -$199K -624 -9%
ADL
1421
Asset Dedication LLC
California
$2.07M -$1.13M -3,540 -36%
AA
1422
Ancora Advisors
Ohio
$2.07M +$344K +1,079 +21%
LAM
1423
Lewis Asset Management
California
$2.07M -$141K -443 -7%
TCA
1424
Transcend Capital Advisors
New Jersey
$2.07M -$2.27M -7,103 -53%
SP
1425
Stablepoint Partners
Massachusetts
$2.07M -$3.19K -10 -0.2%

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.