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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
ZIG
151
Zurich Insurance Group
Switzerland
$188M +$94.3M +295,554 +111%
SV
152
Starboard Value
New York
$187M -$282M -882,584 -61%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$183M -$12.3M -38,421 -7%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$180M -$9.94M -31,131 -5%
Mitsubishi UFJ Trust & Banking
155
Mitsubishi UFJ Trust & Banking
Japan
$180M -$17.2M -53,906 -9%
ROIC
156
Route One Investment Company
California
$180M
DnB Asset Management
157
DnB Asset Management
Norway
$179M -$50.6M -158,404 -23%
N
158
Natixis
France
$179M -$75.2M -235,499 -31%
Kovitz Investment Group Partners
159
Kovitz Investment Group Partners
Illinois
$178M -$29.8M -93,487 -15%
FCM
160
Fernbridge Capital Management
California
$178M -$173M -541,343 -50%
Cerity Partners
161
Cerity Partners
New York
$175M -$6.53M -20,475 -4%
CI Investments Inc
162
CI Investments Inc
Ontario, Canada
$175M +$58.5M +183,374 +54%
Toronto Dominion Bank
163
Toronto Dominion Bank
Ontario, Canada
$170M -$56.9M -178,306 -26%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$168M -$5.74M -17,974 -3%
BA
165
Bridgewater Associates
Connecticut
$168M +$74M +232,013 +86%
Victory Capital Management
166
Victory Capital Management
Texas
$168M -$961K -3,011 -0.6%
Primecap Management
167
Primecap Management
California
$168M -$2.39M -7,500 -1%
Asset Management One
168
Asset Management One
Japan
$167M +$1.43M +4,481 +0.9%
Corient Private Wealth
169
Corient Private Wealth
Florida
$162M +$847K +2,655 +0.5%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$162M +$7.26M +22,762 +5%
Select Equity Group
171
Select Equity Group
New York
$160M -$97.2M -304,592 -39%
US Bancorp
172
US Bancorp
Minnesota
$160M +$2.42M +7,587 +2%
Mirae Asset Global ETFs Holdings
173
Mirae Asset Global ETFs Holdings
Hong Kong
$157M +$2.34M +7,328 +2%
RCMU
174
Rokos Capital Management (UK)
United Kingdom
$156M +$108M +336,927 +258%
XL
175
XN LP
New York
$150M -$22.2M -69,513 -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.