We are live on ! Find out more
CRM icon

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
MIC
1451
Maxi Investments CY
Cyprus
$1.96M -$10.9M -34,118 -85%
RCA
1452
Riverview Capital Advisers
Massachusetts
$1.96M
GA
1453
GraniteShares Advisors
New York
$1.96M -$453K -1,421 -20%
PMWMG
1454
Parr McKnight Wealth Management Group
Minnesota
$1.95M +$1.87M +5,847 New
RCAG
1455
Rehmann Capital Advisory Group
Michigan
$1.95M +$19.8K +62 +1%
EML
1456
Eos Management LP
New York
$1.95M +$1.86M +5,843 New
AF
1457
Atala Financial
California
$1.95M +$1.86M +5,825 New
PTP
1458
Platform Technology Partners
New York
$1.95M -$7.66K -24 -0.4%
RB
1459
Renasant Bank
Mississippi
$1.94M -$279K -874 -13%
LC
1460
Lindbrook Capital
California
$1.94M +$7.34K +23 +0.4%
SSI
1461
Scott & Selber Inc
Texas
$1.94M -$40.9K -128 -2%
AFAS
1462
Acorn Financial Advisory Services
Virginia
$1.94M -$63.2K -198 -3%
CF
1463
Convergence Financial
Missouri
$1.93M +$13.4K +42 +0.7%
DA
1464
Doliver Advisors
Texas
$1.93M -$93.8K -294 -5%
EFG
1465
Everhart Financial Group
Ohio
$1.92M +$212K +665 +13%
CTFG
1466
Capstone Triton Financial Group
Oklahoma
$1.92M +$15K +47 +0.8%
GC
1467
Gilbert & Cook
Iowa
$1.92M -$11.8K -37 -0.6%
NL
1468
NVWM LLC
Pennsylvania
$1.91M +$1.08M +3,379 +132%
LWL
1469
Leo Wealth LLC
Texas
$1.91M -$883K -2,768 -33%
MFA
1470
Millington Financial Advisors
Illinois
$1.91M +$252K +789 +16%
RBFC
1471
Roman Butler Fullerton & Co
Missouri
$1.9M +$769K +2,409 +78%
HH
1472
HWG Holdings
Texas
$1.89M +$1.81M +5,665 New
MCM
1473
Mainstay Capital Management
Michigan
$1.89M +$60.3K +189 +3%
CMI
1474
Clare Market Investments
Texas
$1.89M +$455K +1,426 +34%
IWA
1475
Invera Wealth Advisors
Oregon
$1.89M -$173K -541 -9%

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.