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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
WGCA
1576
Wolf Group Capital Advisors
Virginia
$1.59M
VBCG
1577
Valley Brook Capital Group
Pennsylvania
$1.58M -$14.4K -45 -0.9%
FC
1578
Fjell Capital
North Dakota
$1.58M +$1.51M +4,732 New
VIM
1579
VELA Investment Management
Ohio
$1.58M -$439K -1,377 -23%
AIC
1580
Argus Investors Counsel
New York
$1.58M -$16.6K -52 -1%
PP
1581
PDS Planning
Ohio
$1.58M +$68.6K +215 +5%
CB
1582
CNB Bank
Pennsylvania
$1.57M +$96.1K +301 +7%
AC
1583
Arjuna Capital
North Carolina
$1.57M +$1.5M +4,696 New
RFN
1584
RDA Financial Network
Iowa
$1.57M +$1.5M +4,688 New
CG
1585
Carmignac Gestion
France
$1.57M -$2.4M -7,527 -62%
BWA
1586
Bordeaux Wealth Advisors
California
$1.56M +$83.3K +261 +6%
GWANC
1587
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.56M +$905K +2,836 +155%
RP
1588
Raelipskie Partnership
Ontario, Canada
$1.56M
GCA
1589
Gallagher Capital Advisors
Texas
$1.55M +$1.48M +4,647 New
HPC
1590
HM Payson & Co
Maine
$1.55M +$168K +526 +13%
CCB
1591
Country Club Bank
Missouri
$1.55M -$52K -163 -3%
EB
1592
Emprise Bank
Kansas
$1.55M -$59.7K -187 -4%
PWG
1593
Portside Wealth Group
Utah
$1.55M +$136K +425 +10%
CIC
1594
Cornercap Investment Counsel
Georgia
$1.55M -$57.8K -181 -4%
SMA
1595
Sage Mountain Advisors
Georgia
$1.55M +$265K +829 +22%
QPW
1596
Quantum Private Wealth
Florida
$1.54M -$15.3K -48 -1%
PCM
1597
Prelude Capital Management
New York
$1.54M +$1.47M +4,606 New
EPIME
1598
Evelyn Partners Investment Management (Europe)
$1.54M +$1.47M +4,592 New
JFGIW
1599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53M -$174K -545 -11%
PCS
1600
Personal CFO Solutions
New Jersey
$1.53M +$93.2K +292 +7%

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.