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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
AWA
1526
Arete Wealth Advisors
Illinois
$1.73M +$339K +1,063 +25%
CPM
1527
Connective Portfolio Management
New York
$1.73M
OWP
1528
Obermeyer Wealth Partners
Colorado
$1.73M -$127K -398 -7%
PMG
1529
ProVise Management Group
Florida
$1.73M -$99.9K -313 -6%
GEA
1530
Glen Eagle Advisors
New Jersey
$1.72M +$152K +476 +10%
CCP
1531
Cunning Capital Partners
North Carolina
$1.72M
CRWM
1532
Castle Rock Wealth Management
California
$1.72M +$896K +2,807 +114%
BI
1533
Ballast Inc
Kentucky
$1.72M -$74.7K -234 -4%
AAP
1534
Arax Advisory Partners
Colorado
$1.71M +$1.32M +4,149 +426%
GIP
1535
Granite Investment Partners
California
$1.71M +$22.3K +70 +1%
PBT
1536
Pictet Bank & Trust
Bahamas
$1.71M +$76.6K +240 +5%
V
1537
ViaWealth
Kansas
$1.71M +$129K +405 +9%
IIM
1538
Ironwood Investment Management
Massachusetts
$1.71M -$3.19K -10 -0.2%
MSAM
1539
Moloney Securities Asset Management
Missouri
$1.7M -$374K -1,172 -19%
PWP
1540
Pursue Wealth Partners
California
$1.7M +$86.8K +272 +6%
WI
1541
WBI Investments
New Jersey
$1.69M +$572K +1,791 +55%
AWA
1542
Alta Wealth Advisors
Massachusetts
$1.69M +$1.6K +5 +0.1%
CWM
1543
Chemistry Wealth Management
New York
$1.69M +$32.9K +103 +2%
EWA
1544
Etesian Wealth Advisors
Oregon
$1.69M -$77.2K -242 -5%
PCMH
1545
Polymer Capital Management (HK)
Hong Kong
$1.69M +$1.61M +5,050 New
GWSG
1546
GPS Wealth Strategies Group
Colorado
$1.68M -$323K -1,011 -17%
CCG
1547
Cypress Capital Group
Florida
$1.68M -$577K -1,807 -26%
ACM
1548
Ayrshire Capital Management
Connecticut
$1.68M +$18.8K +59 +1%
MLL
1549
Moody Lynn & Lieberson
Massachusetts
$1.67M
BC
1550
Belmont Capital
California
$1.67M -$501K -1,570 -24%

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.