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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
XF
1751
XML Financial
Maryland
$1.17M -$957 -3 -0.1%
FZCM
1752
Flynn Zito Capital Management
New York
$1.16M -$7.02K -22 -0.6%
IPAM
1753
Investment Partners Asset Management
New Jersey
$1.15M -$638 -2 -0.1%
DRD
1754
Dennis R. Delaney
$1.15M +$1.09M +3,428 New
MG
1755
Mather Group
Illinois
$1.15M +$114K +357 +12%
SICM
1756
Sustainable Insight Capital Management
New York
$1.14M +$610K +1,912 +128%
MCWA
1757
Meadow Creek Wealth Advisors
Georgia
$1.14M +$119K +373 +12%
HI
1758
Harbour Investments
Wisconsin
$1.14M +$95.7K +300 +10%
NMG
1759
New Millennium Group
Utah
$1.14M +$54.6K +171 +5%
FCA
1760
FLC Capital Advisors
California
$1.14M
BB
1761
Burford Brothers
Texas
$1.14M +$33.8K +106 +3%
KLCM
1762
KG&L Capital Management
Louisiana
$1.13M +$319 +1 +0%
MTWM
1763
Masso Torrence Wealth Management
New Jersey
$1.13M +$48.8K +153 +5%
CAS
1764
Coppell Advisory Solutions
Texas
$1.13M +$837K +2,623 +351%
DJYG
1765
David J. Yvars Group
Florida
$1.13M -$3.19K -10 -0.3%
PA
1766
Prossimo Advisors
California
$1.13M +$10.2K +32 +1%
SWA
1767
Sax Wealth Advisors
New Jersey
$1.12M +$468K +1,465 +77%
EFS
1768
Essex Financial Services
Connecticut
$1.12M +$28.7K +90 +3%
VCM
1769
Voleon Capital Management
California
$1.12M +$1.06M +3,337 New
MW
1770
Marcum Wealth
Ohio
$1.12M +$66.4K +208 +7%
GSIAS
1771
Garden State Investment Advisory Services
New Jersey
$1.11M +$16.6K +52 +2%
TCPW
1772
Twin City Private Wealth
North Carolina
$1.11M +$31K +97 +3%
IIC
1773
Ironwood Investment Counsel
Arizona
$1.11M -$13.4K -42 -1%
PSP
1774
Principal Street Partners
Tennessee
$1.11M +$8.3K +26 +0.8%
GDP
1775
Great Diamond Partners
Maine
$1.11M -$8.62K -27 -0.8%

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.