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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
AP
1726
Americana Partners
Texas
$1.22M +$135K +422 +13%
PMA
1727
Prudent Man Advisors
Illinois
$1.22M -$75K -235 -6%
APP
1728
Avantax Planning Partners
Iowa
$1.21M +$68.9K +216 +6%
CFMC
1729
Curbstone Financial Management Corp
New Hampshire
$1.21M -$16K -50 -1%
TBT
1730
Texas Bank & Trust
Texas
$1.21M +$1.16M +3,625 New
GPWM
1731
Grant Private Wealth Management
California
$1.21M +$1.16M +3,622 New
MAM
1732
MWA Asset Management
Massachusetts
$1.21M -$64.8K -203 -5%
EPIMS
1733
Evelyn Partners Investment Management Services
$1.21M +$1.15M +3,618 New
IA
1734
IFC Advisors
California
$1.21M +$1.15M +3,617 New
CWM
1735
Connecticut Wealth Management
Connecticut
$1.21M +$525K +1,644 +83%
LIG
1736
Lokken Investment Group
Delaware
$1.2M +$19.1K +60 +2%
WGC
1737
Watts Gwilliam & Co
Arizona
$1.2M -$68K -213 -5%
IIM
1738
Ipswich Investment Management
Massachusetts
$1.2M -$3.83K -12 -0.3%
NIWA
1739
New Insight Wealth Advisors
California
$1.19M -$1.07M -3,346 -49%
MFA
1740
Mayflower Financial Advisors
Massachusetts
$1.18M -$48.2K -151 -4%
MCC
1741
Malaga Cove Capital
California
$1.18M -$1.6K -5 -0.1%
DFC
1742
DB Fitzpatrick & Co
Idaho
$1.18M -$494K -1,548 -30%
SIG
1743
Sky Investment Group
Connecticut
$1.18M -$4.79K -15 -0.4%
MIM
1744
Moseley Investment Management
Florida
$1.18M +$256K +801 +29%
RIL
1745
Rothschild Investment LLC
Illinois
$1.18M -$13M -40,835 -92%
AFP
1746
Ausdal Financial Partners
Iowa
$1.18M +$390K +1,223 +53%
FSBI
1747
Fearless Solutions (Best Invest)
Texas
$1.18M +$1.12M +3,518 New
CC
1748
Callan Capital
California
$1.17M +$236K +738 +27%
LAM
1749
L2 Asset Management
Massachusetts
$1.17M -$76.6K -240 -6%
KIA
1750
Kraematon Investment Advisors
Massachusetts
$1.17M -$37.3K -117 -3%

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.