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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
FG
1426
Fiduciary Group
Georgia
$2.05M -$210K -657 -10%
IAS
1427
IMA Advisory Services
Colorado
$2.05M -$16K -50 -0.8%
VF
1428
Vest Financial
Virginia
$2.03M +$282K +883 +17%
JCM
1429
Jacobi Capital Management
Pennsylvania
$2.03M -$31.6K -99 -2%
EWM
1430
Empirical Wealth Management
Washington
$2.03M +$177K +556 +10%
SMH
1431
Sanders Morris Harris
Texas
$2.03M
CPIA
1432
Cornell Pochily Investment Advisors
New York
$2.02M -$16.3K -51 -0.8%
PI
1433
PFG Investments
New York
$2.02M -$188K -589 -9%
DF
1434
Donoghue Forlines
Massachusetts
$2.01M +$500K +1,567 +35%
LCM
1435
Landscape Capital Management
New Jersey
$2.01M +$1.92M +6,019 New
VAM
1436
Valliance Asset Management
Hong Kong
$2.01M +$1.91M +6,000 New
TCM
1437
Teza Capital Management
Illinois
$2M +$1.91M +5,997 New
RAM
1438
Ramirez Asset Management
New York
$2M
TCPG
1439
Trivant Custom Portfolio Group
California
$2M -$32.9K -103 -2%
AFG
1440
Albion Financial Group
Utah
$1.99M -$596K -1,866 -24%
KP
1441
Keel Point
Alabama
$1.99M -$200K -627 -10%
CNBT
1442
Cornerstone National Bank & Trust
Illinois
$1.98M +$6.06K +19 +0.3%
DFA
1443
Delta Financial Advisors
Louisiana
$1.97M +$649K +2,035 +53%
RAM
1444
Redmond Asset Management
Virginia
$1.97M -$87.1K -273 -4%
LA
1445
Legacy Advisors
Pennsylvania
$1.97M +$390K +1,221 +26%
RMAM
1446
Raab & Moskowitz Asset Management
New Jersey
$1.96M +$308K +965 +20%
DFG
1447
Demars Financial Group
Washington
$1.96M +$209M +655,838 New
TPWA
1448
TRUE Private Wealth Advisors
Oregon
$1.96M +$319 +1 +0%
LWP
1449
LMG Wealth Partners
Louisiana
$1.96M +$117K +368 +7%
CI
1450
CX Institutional
Indiana
$1.96M +$70.5K +221 +4%

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.