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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
CWM
1701
Cornerstone Wealth Management
Missouri
$1.28M -$139K -437 -10%
AWM
1702
Angeles Wealth Management
California
$1.28M +$34.8K +109 +3%
GWP
1703
Gen-Wealth Partners
Michigan
$1.28M -$36.4K -114 -3%
SFG
1704
Shum Financial Group
California
$1.28M -$24.9K -78 -2%
CIA
1705
Cape Investment Advisory
Georgia
$1.28M -$2.55K -8 -0.2%
AIM
1706
Anchor Investment Management
South Carolina
$1.27M -$155K -486 -11%
IW
1707
IronOak Wealth
Texas
$1.27M +$1.21M +3,797 New
CAG
1708
Csenge Advisory Group
Florida
$1.27M -$214K -670 -15%
WI
1709
WrapManager Inc
California
$1.27M +$7.34K +23 +0.6%
NL
1710
NWAM LLC
Washington
$1.26M -$138K -432 -10%
OPTFSNA
1711
Old Point Trust & Financial Services N A
Virginia
$1.26M +$16K +50 +1%
OIM
1712
Oder Investment Management
California
$1.26M -$2.87K -9 -0.2%
AB
1713
ANB Bank
Colorado
$1.26M +$1.2M +3,754 New
LFG
1714
Larson Financial Group
Missouri
$1.25M -$166K -520 -12%
SAM
1715
Strive Asset Management
Ohio
$1.24M +$1.19M +3,722 New
APC
1716
Aspire Private Capital
North Carolina
$1.24M +$4.79K +15 +0.4%
MI
1717
Motiv8 Investments
Florida
$1.24M +$185K +579 +18%
FTUS
1718
Flow Traders U.S.
New York
$1.24M +$1.18M +3,701 New
OP
1719
ORG Partners
Indiana
$1.23M +$60.3K +189 +5%
KIM
1720
Kestra Investment Management
Texas
$1.23M +$284K +891 +32%
SWM
1721
Seed Wealth Management
Illinois
$1.23M
JSW
1722
Journey Strategic Wealth
New Jersey
$1.23M +$17.2K +54 +1%
CWA
1723
Consilium Wealth Advisory
Texas
$1.23M -$7.66K -24 -0.6%
BWM
1724
Baron Wealth Management
Michigan
$1.23M -$3.19K -10 -0.3%
VWA
1725
Visionary Wealth Advisors
Illinois
$1.23M +$136K +427 +13%

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.