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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
AIM
1501
Aigen Investment Management
New York
$1.81M +$1.73M +5,425 New
1C
1502
111 Capital
France
$1.81M +$1.73M +5,409 New
KCM
1503
KRS Capital Management
Michigan
$1.79M -$18.8K -59 -1%
CCG
1504
Coastwise Capital Group
California
$1.79M -$128K -401 -7%
KMWM
1505
Keudell/Morrison Wealth Management
Oregon
$1.79M -$5.11K -16 -0.3%
CIA
1506
Choate Investment Advisors
Massachusetts
$1.79M +$381K +1,193 +29%
BLC
1507
Brown, Lisle/Cummings
Rhode Island
$1.78M +$55.5K +174 +3%
BC
1508
Bowman & Company
Wisconsin
$1.78M +$69.9K +219 +4%
PCG
1509
Prosperity Consulting Group
Maryland
$1.77M +$103K +324 +7%
IIM
1510
InTrack Investment Management
Vermont
$1.77M -$85.8K -269 -5%
FAM
1511
Fred Alger Management
New York
$1.76M -$121K -379 -7%
SCA
1512
St. Clair Advisors
Ohio
$1.76M +$25.5K +80 +2%
PPWM
1513
Paragon Private Wealth Management
Kentucky
$1.76M +$127K +397 +8%
Financial Engines Advisors
1514
Financial Engines Advisors
California
$1.76M +$1.07M +3,351 +176%
GCM
1515
Geneva Capital Management
Wisconsin
$1.76M -$119K -373 -7%
GCM
1516
Generation Capital Management
New York
$1.75M +$1.67M +5,238 New
TIM
1517
Thor Investment Management
Ohio
$1.75M +$13.1K +41 +0.8%
CFP
1518
Catalyst Financial Partners
Massachusetts
$1.74M +$67K +210 +4%
B
1519
Birchbrook
Maine
$1.74M -$35.1K -110 -2%
SP
1520
Stonebrook Private
Michigan
$1.74M -$139K -436 -8%
SC
1521
Sapient Capital
Indiana
$1.73M -$19.5K -61 -1%
NAS
1522
Nicolet Advisory Services
Wisconsin
$1.73M +$136K +426 +8%
LCWM
1523
Legacy Capital Wealth Management
Texas
$1.73M +$1.65M +5,178 New
PWM
1524
Palacios Wealth Management
Florida
$1.73M +$1.71M +5,346 New
NAMNJ
1525
NorthStar Asset Management (New Jersey)
New Jersey
$1.73M +$131K +411 +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.