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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
AWA
1851
AGH Wealth Advisors
Kansas
$954K +$911K +2,853 New
SA
1852
Sovran Advisors
California
$953K +$940K +2,946 New
SCI
1853
S&CO Inc
Massachusetts
$949K
GFG
1854
Greystone Financial Group
Michigan
$947K -$17.6K -55 -2%
RL
1855
Retireful LLC
Michigan
$946K -$77.9K -244 -8%
JCIA
1856
Jackson Creek Investment Advisors
Colorado
$945K +$26.8K +84 +3%
MSWM
1857
McGlone Suttner Wealth Management
Wisconsin
$941K +$174K +545 +24%
WFI
1858
West Family Investments
California
$941K -$14K -44 -2%
NF
1859
Nvest Financial
New Hampshire
$938K +$9.89K +31 +1%
1IA
1860
1834 Investment Advisors
Wisconsin
$936K -$71.8K -225 -7%
AFM
1861
Abbot Financial Management
Massachusetts
$935K
MQWP
1862
Morey & Quinn Wealth Partners
Nebraska
$934K +$892K +2,794 New
AIA
1863
Angeles Investment Advisors
California
$933K +$5.42K +17 +0.6%
PCP
1864
Proficio Capital Partners
Massachusetts
$933K +$368K +1,153 +70%
NPA
1865
Nichols & Pratt Advisers
Massachusetts
$921K -$16K -50 -2%
HNW
1866
High Note Wealth
Minnesota
$921K +$16.3K +51 +2%
HBT
1867
Heartland Bank & Trust
Illinois
$921K +$236K +740 +37%
SRL
1868
Scientech Research LLC
New Jersey
$919K +$877K +2,748 New
Fayez Sarofim & Co
1869
Fayez Sarofim & Co
Texas
$918K +$31.9K +100 +4%
CWG
1870
Cornerstone Wealth Group
North Carolina
$911K +$141K +441 +19%
WKSWA
1871
White Knight Strategic Wealth Advisors
New Jersey
$903K +$421K +1,320 +96%
FMWA
1872
Forvis Mazars Wealth Advisors
Missouri
$903K +$4.79K +15 +0.6%
EFI
1873
EHP Funds Inc
Canada
$903K +$862K +2,700 New
AWM
1874
Aviso Wealth Management
Washington
$902K +$23.3K +73 +3%
TWM
1875
Trueblood Wealth Management
Ohio
$901K +$102K +319 +13%

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.