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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
KHCM
1551
Kirtland Hills Capital Management
Ohio
$1.67M +$227K +710 +17%
SC
1552
Syon Capital
California
$1.66M -$82K -257 -5%
HWM
1553
Hohimer Wealth Management
Washington
$1.66M +$136K +425 +9%
BFPW
1554
BOK Financial Private Wealth
Colorado
$1.65M -$168K -527 -10%
LPT
1555
Legacy Private Trust
Wisconsin
$1.64M -$151K -472 -9%
LGA
1556
Lebenthal Global Advisors
New York
$1.64M +$129K +403 +9%
SFC
1557
SYM Financial Corp
Indiana
$1.63M +$1.13M +3,550 +267%
FCB
1558
First County Bank
Connecticut
$1.63M -$370K -1,159 -19%
FFG
1559
Fiduciary Financial Group
California
$1.63M +$157K +492 +11%
TFIPS
1560
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.63M -$46.3K -145 -3%
HIM
1561
Hillsdale Investment Management
Ontario, Canada
$1.62M -$98.9K -310 -6%
NA
1562
Navellier & Associates
Nevada
$1.62M +$5.75K +18 +0.4%
FMTC
1563
Farmers & Merchants Trust Company
California
$1.62M -$143K -449 -8%
QWP
1564
Quotient Wealth Partners
Texas
$1.61M +$69.3K +217 +5%
BF
1565
bLong Financial
Tennessee
$1.61M +$1.54M +4,824 New
OCM
1566
Orion Capital Management
California
$1.61M -$25.9K -81 -2%
HSA
1567
HBK Sorce Advisory
Pennsylvania
$1.61M +$20.7K +65 +1%
DP
1568
Dearborn Partners
Illinois
$1.61M -$16K -50 -1%
GH
1569
GAM Holding
Switzerland
$1.61M +$1.53M +4,802 New
BAM
1570
Bosun Asset Management
Illinois
$1.6M -$96.1K -301 -6%
SAI
1571
Savvy Advisors Inc
New York
$1.6M +$515K +1,614 +51%
WIM
1572
Westside Investment Management
California
$1.6M +$1.6K +5 +0.1%
CFG
1573
Chapman Financial Group
Hawaii
$1.6M +$1.53M +4,794 New
TPWA
1574
Twin Peaks Wealth Advisors
California
$1.6M -$21.7K -68 -1%
AA
1575
Argent Advisors
Louisiana
$1.6M -$5.42K -17 -0.4%

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.