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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
IAIM
1776
International Assets Investment Management
Florida
$1.11M -$319M -999,497 -100%
SCA
1777
STALEY CAPITAL ADVISERS
Pennsylvania
$1.1M
TGAM
1778
TBH Global Asset Management
Tennessee
$1.09M
CCG
1779
Catalina Capital Group
California
$1.09M +$70.2K +220 +7%
RCA
1780
Roberts Capital Advisors
Colorado
$1.09M
CCWM
1781
Correct Capital Wealth Management
Missouri
$1.09M +$27.8K +87 +3%
PA
1782
Probity Advisors
Texas
$1.09M +$27.4K +86 +3%
KRSITF
1783
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M -$2.89M -9,044 -32%
MMG
1784
Monetary Management Group
Missouri
$1.08M
TA
1785
TFG Advisers
Michigan
$1.08M +$52K +163 +5%
FFN
1786
Focus Financial Network
Minnesota
$1.08M -$328K -1,028 -24%
MIC
1787
Meridian Investment Counsel
California
$1.08M +$69.3K +217 +7%
FAM
1788
Formidable Asset Management
Ohio
$1.08M -$33.5K -105 -3%
ECG
1789
EPIQ Capital Group
California
$1.08M +$23K +72 +2%
FFL
1790
Future Fund LLC
Illinois
$1.08M -$909K -2,849 -47%
CH
1791
Cromwell Holdings
Wyoming
$1.07M
SFI
1792
SPC Financial Inc
Maryland
$1.06M +$380K +1,190 +60%
WWM
1793
Wolff Wiese Magana
California
$1.06M -$19.8K -62 -2%
ACP
1794
Argyle Capital Partners
California
$1.06M +$1.01M +3,172 New
AA
1795
Alta Advisers
United Kingdom
$1.06M +$150K +470 +17%
BDFN
1796
Bond & Devick Financial Network
Minnesota
$1.06M
ACI
1797
Alpha Cubed Investments
California
$1.05M +$5.11K +16 +0.5%
SRC
1798
Sage Rhino Capital
California
$1.05M -$277K -869 -22%
CMANY
1799
Capital Management Associates (New York)
New York
$1.05M
OWG
1800
Oxford Wealth Group
Florida
$1.05M -$41.5K -130 -4%

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.