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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
CAM
1826
Carret Asset Management
New York
$987K -$19.1K -60 -2%
APW
1827
Austin Private Wealth
Texas
$985K +$86.5K +271 +10%
FPW
1828
Fairvoy Private Wealth
Alabama
$984K +$939K +2,943 New
KC
1829
Knuff & Co
California
$983K
AFT
1830
Alpha Family Trust
California
$981K
FAFN
1831
First Affirmative Financial Network
Colorado
$980K +$42.8K +134 +5%
BCM
1832
Bienville Capital Management
New York
$979K
KSB
1833
Kennebec Savings Bank
Maine
$977K -$31.6K -99 -3%
PCM
1834
Pointe Capital Management
Michigan
$973K +$7.66K +24 +0.8%
RWM
1835
Riverbend Wealth Management
South Carolina
$969K +$923K +2,892 New
CM
1836
Capula Management
Cayman Islands
$967K +$895K +2,803 +3,114%
MWA
1837
Midland Wealth Advisors
Illinois
$965K -$37.7K -118 -4%
APGDR
1838
Absoluto Partners Gestao de Recursos
Brazil
$965K +$464K +1,455 +102%
CIG
1839
Cascade Investment Group
Colorado
$961K +$20.7K +65 +2%
PHIC
1840
Pine Haven Investment Counsel
Massachusetts
$961K +$31.9K +100 +4%
TPW
1841
Talon Private Wealth
Florida
$961K +$474K +1,484 +107%
EI
1842
Ecofi Investissements
France
$960K -$223K -700 -18%
SB
1843
Sunflower Bank
Texas
$960K +$30.6K +96 +3%
W
1844
WealthCollab
Washington
$959K +$714K +2,237 +355%
AWAG
1845
ARS Wealth Advisors Group
Florida
$959K +$5.11K +16 +0.6%
PFBT
1846
Parkside Financial Bank & Trust
Missouri
$958K -$52.7K -165 -5%
RMDI
1847
R.M. Davis Inc
Maine
$958K -$11.5K -36 -1%
MFS
1848
Mattson Financial Services
Michigan
$957K +$1.11M +3,490 +43,625%
EHWM
1849
Eads & Heald Wealth Management
Georgia
$957K +$6.38K +20 +0.7%
KA
1850
Klingman & Associates
New York
$955K +$24.6K +77 +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.