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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
CCT
1876
Chemung Canal Trust
New York
$901K -$72.4K -227 -8%
MLA
1877
My Legacy Advisors
Oregon
$900K +$19.1K +60 +2%
NAS
1878
NWF Advisory Services
California
$899K +$857K +2,684 New
CF
1879
Cyr Financial
Illinois
$890K -$126K -394 -13%
TSS
1880
Two Sigma Securities
New York
$888K -$20.4K -64 -2%
LWP
1881
LeClair Wealth Partners
Ohio
$886K +$846K +2,650 New
HIC
1882
Holderness Investments Company
North Carolina
$884K +$82.3K +258 +11%
MAWA
1883
Moss Adams Wealth Advisors
Washington
$881K +$74.7K +234 +10%
OL
1884
OneFund LLC
Florida
$879K +$26.8K +84 +3%
GBT
1885
Grove Bank & Trust
Florida
$879K -$84.6K -265 -9%
TSW
1886
Three Seasons Wealth
Utah
$877K -$82K -257 -9%
ACGA
1887
Atlanta Consulting Group Advisors
Georgia
$877K -$998K -3,126 -54%
CWG
1888
Crown Wealth Group
North Carolina
$876K -$942K -2,953 -53%
FWP
1889
FAS Wealth Partners
Kansas
$875K -$10.2K -32 -1%
EWM
1890
Evermay Wealth Management
Virginia
$874K -$32.6K -102 -4%
BW
1891
BIP Wealth
Georgia
$873K -$638 -2 -0.1%
Voloridge Investment Management
1892
Voloridge Investment Management
Florida
$872K +$832K +2,608 New
PA
1893
PFG Advisors
Arizona
$871K +$87.1K +273 +12%
FFO
1894
Fortitude Family Office
Arizona
$870K +$17.6K +55 +2%
AWF
1895
Alpha Wealth Funds
Utah
$869K +$830K +2,600 New
RH
1896
RFG Holdings
Texas
$868K +$81.1K +254 +11%
FIM
1897
Freedom Investment Management
Connecticut
$867K +$168K +526 +25%
PWM
1898
Prentice Wealth Management
New York
$864K +$25.2K +79 +3%
MMPW
1899
Mitchell McLeod Pugh & Williams
Alabama
$861K +$58.7K +184 +8%
FA
1900
Fountainhead AM
New Jersey
$861K +$19.1K +60 +2%

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.