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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
PL
1476
Plancorp LLC
Missouri
$1.88M +$171K +537 +11%
RMC
1477
Resources Management Corp
Connecticut
$1.88M -$128K -400 -7%
AM
1478
AGF Management
Ontario, Canada
$1.87M +$665K +2,085 +59%
CA
1479
Claro Advisors
Massachusetts
$1.87M +$38.9K +122 +2%
CWM
1480
Castle Wealth Management
Florida
$1.87M -$102K -319 -5%
AFO
1481
Arrowroot Family Office
California
$1.87M +$283K +888 +19%
MJP
1482
Michael J. Puzo
$1.86M +$1.54M +4,826 +643%
MM
1483
Morangie Management
Florida
$1.85M +$1.77M +5,534 New
PPW
1484
Parcion Private Wealth
Washington
$1.85M +$957 +3 +0.1%
CB
1485
Community Bank
New York
$1.85M +$43.1K +135 +3%
NBT
1486
Northwest Bank & Trust
Iowa
$1.85M +$957 +3 +0.1%
LCM
1487
Lazari Capital Management
California
$1.84M +$20.1K +63 +1%
AF
1488
Aviso Financial
Ontario, Canada
$1.84M +$6.7K +21 +0.4%
ITC
1489
Inspire Trust Company
Nevada
$1.84M +$798K +2,500 +83%
LAI
1490
Legal Advantage Investments
California
$1.84M -$16K -50 -0.9%
MAMU
1491
Myriad Asset Management US
Florida
$1.83M +$1.75M +5,483 New
EW
1492
Evoke Wealth
California
$1.83M +$197K +617 +13%
AC
1493
Apella Capital
Connecticut
$1.83M +$957 +3 +0.1%
OPW
1494
Oxler Private Wealth
New York
$1.83M +$1.6K +5 +0.1%
1SB
1495
1ST Source Bank
Indiana
$1.83M -$16K -50 -0.9%
IUHSA
1496
Itau Unibanco Holding S.A.
Brazil
$1.83M +$1.74M +5,448 New
GPA
1497
Guerra Pan Advisors
New Jersey
$1.82M
SSWM
1498
Smith Salley Wealth Management
North Carolina
$1.82M +$133K +418 +8%
DL
1499
DOHJ LLC
Washington
$1.82M +$21.7K +68 +1%
CAWM
1500
Capital Advisors Wealth Management
Washington
$1.82M +$5.42K +17 +0.3%

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.