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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
WC
1676
Waterloo Capital
Texas
$1.33M +$641K +2,009 +102%
FCM
1677
Fire Capital Management
California
$1.33M +$1.27M +3,966 New
DW30
1678
Drucker Wealth 3.0
New Jersey
$1.32M +$65.4K +205 +5%
GWS
1679
Greykasell Wealth Strategies
California
$1.32M +$1.26M +3,958 New
ARMT
1680
Amica Retiree Medical Trust
Rhode Island
$1.32M -$110K -346 -8%
MCA
1681
Magnolia Capital Advisors
Mississippi
$1.32M +$494K +1,549 +64%
PWM
1682
Palumbo Wealth Management
New York
$1.32M +$84.9K +266 +7%
AWM
1683
Aprio Wealth Management
Georgia
$1.32M +$331K +1,038 +36%
AC
1684
AlphaCore Capital
California
$1.32M -$785K -2,459 -38%
VA
1685
Valmark Advisers
Ohio
$1.32M +$288K +902 +30%
BCM
1686
BluePath Capital Management
Georgia
$1.31M +$151K +474 +13%
SWK
1687
Stephen W. Kidder
$1.31M +$1.25M +3,928 New
BIP
1688
Blueprint Investment Partners
North Carolina
$1.31M +$327K +1,026 +35%
MAM
1689
Milestone Asset Management
Pennsylvania
$1.31M +$226K +708 +22%
FMLI
1690
Fukoku Mutual Life Insurance
Japan
$1.31M -$479K -1,500 -28%
VEA
1691
Virtus ETF Advisers
New York
$1.31M +$1.25M +3,913 New
MCP
1692
Mirador Capital Partners
California
$1.31M +$154K +481 +14%
EP
1693
Essential Planning
New Hampshire
$1.31M +$1.31M +4,106 New
BL
1694
BFSG LLC
California
$1.3M -$48.5K -152 -4%
MFS
1695
Monetta Financial Services
Illinois
$1.3M
BI
1696
Bradyco Inc
Massachusetts
$1.3M +$1.24M +3,894 New
NDSI
1697
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$11.2K -35 -0.9%
RBC
1698
Romano Brothers & Co
Illinois
$1.3M -$4.15K -13 -0.3%
SS
1699
Sunbelt Securities
Texas
$1.3M -$224K -701 -15%
CA
1700
Continuum Advisory
Idaho
$1.29M +$62.6K +196 +5%

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.