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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
RF
1801
Roxbury Financial
New Jersey
$1.05M +$1.02M +3,188 New
CNTOF
1802
Canandaigua National Trust of Florida
New York
$1.05M -$1.6K -5 -0.2%
LOIM
1803
Liberty One Investment Management
Illinois
$1.05M -$182K -571 -15%
SSWM
1804
Strait & Sound Wealth Management
California
$1.04M +$18.8K +59 +2%
HCS
1805
Himension Capital (Singapore)
Singapore
$1.04M +$993K +3,111 New
QC
1806
Quent Capital
New York
$1.03M +$21.7K +68 +2%
BCM
1807
Brown Capital Management
Maryland
$1.03M -$137K -430 -12%
FWP
1808
Forefront Wealth Partners
Texas
$1.03M +$982K +3,078 New
WIM
1809
Waverton Investment Management
United Kingdom
$1.03M -$1.39M -4,360 -59%
OFS
1810
OneAscent Financial Services
Alabama
$1.03M +$515K +1,614 +111%
WPW
1811
Watershed Private Wealth
Illinois
$1.02M -$127K -397 -11%
TP
1812
Tranquility Partners
Tennessee
$1.02M +$28.4K +89 +3%
BAM
1813
Belpointe Asset Management
Nevada
$1.02M +$4.79K +15 +0.4%
BWA
1814
Blodgett Wealth Advisors
California
$1.02M +$136K +425 +16%
WAOI
1815
Wealth Advisors of Iowa
Iowa
$1.02M +$7.66K +24 +0.8%
UCB
1816
United Community Bank
South Carolina
$1.02M +$52.7K +165 +6%
IWA
1817
Icon Wealth Advisors
Texas
$1.01M +$84.9K +266 +10%
CM
1818
Corvex Management
New York
$1.01M
FB
1819
First Bancorp
Maine
$1.01M -$31K -97 -3%
HBW
1820
Hazlett, Burt & Watson
West Virginia
$1.01M -$16K -50 -2%
CWM
1821
Concentrum Wealth Management
California
$1M +$958K +3,003 New
AGP
1822
Aspire Growth Partners
Florida
$1M +$956K +2,997 New
ST
1823
Smithfield Trust
Pennsylvania
$995K +$2.55K +8 +0.3%
WSA
1824
Warm Springs Advisors
California
$995K +$949K +2,975 New
AP
1825
Adero Partners
California
$994K +$26.5K +83 +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.