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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
ESB
1601
Essex Savings Bank
Connecticut
$1.53M +$7.66K +24 +0.5%
NSIM
1602
North Star Investment Management
Illinois
$1.53M -$289K -907 -17%
MA
1603
MONECO Advisors
Connecticut
$1.53M -$17.6K -55 -1%
TYCC
1604
Texas Yale Capital Corp
Florida
$1.52M +$25.2K +79 +2%
FUBT
1605
First United Bank & Trust
Maryland
$1.52M +$23.9K +75 +2%
WAAG
1606
Wealth Alliance Advisory Group
Kansas
$1.51M +$338K +1,059 +31%
SB
1607
SIG Brokerage
New York
$1.51M +$1.44M +4,508 New
EFG
1608
Embree Financial Group
Illinois
$1.51M +$9.57K +30 +0.7%
SAM
1609
Stansberry Asset Management
Texas
$1.51M -$88.1K -276 -6%
BCM
1610
Bridgeway Capital Management
Texas
$1.5M -$2.68M -8,400 -65%
NRD
1611
Nebula Research & Development
New York
$1.5M +$1.44M +4,499 New
SCP
1612
Stamos Capital Partners
California
$1.5M -$1.87M -5,870 -57%
FCBT
1613
First Citizens Bank & Trust
North Carolina
$1.5M +$546K +1,712 +62%
APW
1614
Aventura Private Wealth
Florida
$1.48M +$1.42M +4,441 New
NJIM
1615
Nabity-Jensen Investment Management
Nebraska
$1.48M
CCP
1616
Carmel Capital Partners
California
$1.48M +$93.8K +294 +7%
EP
1617
Edgestream Partners
New Jersey
$1.48M +$1.41M +4,415 New
MFP
1618
Meridian Financial Partners
Virginia
$1.48M +$6.06K +19 +0.4%
AA
1619
ABC Arbitrage
France
$1.48M +$1.41M +4,414 New
LWM
1620
Laidlaw Wealth Management
New York
$1.47M +$671K +2,101 +91%
CC
1621
Copperleaf Capital
North Carolina
$1.47M +$785K +2,460 +127%
BOH
1622
Bank of Hawaii
Hawaii
$1.47M +$69.6K +218 +5%
ACM
1623
Allred Capital Management
Texas
$1.47M +$56.5K +177 +4%
JIP
1624
Jaffetilchin Investment Partners
Florida
$1.47M +$83.3K +261 +6%
RMP
1625
Richards, Merrill & Peterson
Washington
$1.46M +$1.4M +4,378 New

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.