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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
BOM
1651
Bank of Marin
California
$1.39M -$18.2K -57 -1%
KCFA
1652
Key Client Fiduciary Advisors
New Jersey
$1.39M -$180K -565 -12%
PG
1653
Prostatis Group
Maryland
$1.39M -$6.38K -20 -0.5%
OWA
1654
Octavia Wealth Advisors
Ohio
$1.39M -$18.2K -57 -1%
AWM
1655
Accurate Wealth Management
Florida
$1.38M +$388K +1,217 +39%
PIA
1656
Perennial Investment Advisors
California
$1.38M +$154K +482 +13%
CWA
1657
Crux Wealth Advisors
California
$1.38M +$1.32M +4,121 New
MDA
1658
Minot DeBlois Advisors
Massachusetts
$1.38M +$1.31M +4,120 New
BAM
1659
Byrne Asset Management
New Jersey
$1.36M -$28.7K -90 -2%
LCM
1660
LCM Capital Management
Illinois
$1.36M +$37K +116 +3%
SIG
1661
Sargent Investment Group
Maryland
$1.36M -$244K -766 -15%
ICP
1662
Interchange Capital Partners
Pennsylvania
$1.36M -$100K -314 -7%
GITFIT
1663
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.35M
UIM
1664
Unified Investment Management
Georgia
$1.35M +$1.29M +4,049 New
ACM
1665
Aster Capital Management
United Arab Emirates
$1.35M +$1.25M +3,907 +3,052%
ETC
1666
Exchange Traded Concepts
Oklahoma
$1.35M -$168K -526 -12%
CLA
1667
Carnegie Lake Advisors
New Jersey
$1.34M
WF
1668
WinCap Financial
Massachusetts
$1.34M +$1.28M +4,002 New
BWP
1669
BSW Wealth Partners
Colorado
$1.34M +$102K +321 +9%
ECP
1670
Elwood Capital Partners
New York
$1.34M +$1.28M +4,000 New
TBC
1671
Ted Buchan & Co
California
$1.34M +$48.8K +153 +4%
BIM
1672
Bridges Investment Management
Nebraska
$1.33M -$16.6K -52 -1%
SIC
1673
Salem Investment Counselors
North Carolina
$1.33M -$31.9K -100 -2%
CBTWT
1674
Community Bank & Trust (Waco, Texas)
Texas
$1.33M +$319 +1 +0%
GAM
1675
Gemmer Asset Management
California
$1.33M +$815K +2,554 +179%

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.