We are live on ! Find out more
CRM icon

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
BO
1626
Bank OZK
Arkansas
$1.46M -$61K -191 -4%
BA
1627
Birinyi Associates
Connecticut
$1.46M
MIP
1628
Marietta Investment Partners
Wisconsin
$1.46M +$82K +257 +6%
CFG
1629
Carr Financial Group
Massachusetts
$1.45M -$152K -475 -10%
OFS
1630
Orrstown Financial Services
Pennsylvania
$1.45M +$47.9K +150 +4%
BF
1631
Brucke Financial
Indiana
$1.45M +$1.35M +4,242 New
JE
1632
JMAC Enterprises
Pennsylvania
$1.45M -$957 -3 -0.1%
FC
1633
Fairscale Capital
New Hampshire
$1.44M -$20.4K -64 -1%
BWP
1634
Barlow Wealth Partners
Kentucky
$1.43M +$1.42M +4,458 New
PFGIA
1635
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$31.3K +98 +2%
TAM
1636
Trillium Asset Management
Massachusetts
$1.43M -$21.1K -66 -2%
MBT
1637
Montecito Bank & Trust
California
$1.43M +$152K +477 +13%
DCM
1638
Dudley Capital Management
Virginia
$1.43M -$3.51K -11 -0.3%
FFS
1639
Founders Financial Securities
Maryland
$1.42M +$192K +601 +16%
FMC
1640
First Merchants Corp
Indiana
$1.41M +$1.28K +4 +0.1%
SQA
1641
Simon Quick Advisors
New Jersey
$1.41M +$288K +903 +27%
WBC
1642
West Branch Capital
Massachusetts
$1.41M +$503K +1,576 +60%
BTWM
1643
Baker Tilly Wealth Management
Wisconsin
$1.4M +$66.4K +208 +5%
SSWG
1644
Seven Springs Wealth Group
Tennessee
$1.4M +$17.2K +54 +1%
PFWA
1645
Paces Ferry Wealth Advisors
Georgia
$1.4M -$55.2K -173 -4%
DI
1646
Diligent Investors
California
$1.4M
SFA
1647
Souders Financial Advisors
Ohio
$1.4M -$65.4K -205 -5%
PFG
1648
Putney Financial Group
California
$1.39M +$1.33M +4,171 New
SIA
1649
Strategic Investment Advisors
Michigan
$1.39M -$162K -508 -11%
AF
1650
Aldebaran Financial
$1.39M -$188K -590 -12%

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.