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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
AWM
1901
Avitas Wealth Management
California
$860K -$25.2K -79 -3%
KFI
1902
Key Financial Inc
Pennsylvania
$860K +$4.79K +15 +0.6%
RCA
1903
Runnymede Capital Advisors
Ohio
$855K +$816K +2,556 New
KFA
1904
Kapstone Financial Advisors
Ohio
$852K -$39.6K -124 -5%
VIM
1905
Vista Investment Management
Pennsylvania
$852K +$19.8K +62 +2%
HIF
1906
Hill Island Financial
Michigan
$852K
DWAM
1907
Duncan Williams Asset Management
Tennessee
$852K +$80.7K +253 +11%
DWM
1908
Drive Wealth Management
Utah
$849K +$33.2K +104 +4%
CCA
1909
Childress Capital Advisors
Texas
$848K +$49.1K +154 +6%
CT
1910
Clearstead Trust
Maine
$847K +$622K +1,950 +334%
AF
1911
Advisornet Financial
Minnesota
$847K +$5.75K +18 +0.7%
AWE
1912
Avidian Wealth Enterprises
Texas
$846K +$105K +330 +15%
GWM
1913
Greenwich Wealth Management
Connecticut
$846K -$45.3K -142 -5%
YP
1914
YANKCOM Partnership
South Dakota
$846K +$807K +2,530 New
WCM
1915
Windsor Capital Management
Arizona
$844K -$5.75K -18 -0.7%
KA
1916
Kozak & Associates
Colorado
$842K +$3.19K +10 +0.4%
JSL
1917
JT Stratford LLC
Georgia
$841K -$104K -326 -11%
AIMA
1918
Ables Iannone Moore & Associates
Georgia
$841K
CRI
1919
Colonial River Investments
Virginia
$840K -$183K -574 -19%
WJWM
1920
Williams Jones Wealth Management
New York
$838K +$37.3K +117 +5%
MPWS
1921
McCarter Private Wealth Services
Massachusetts
$838K +$43.7K +137 +6%
SIA
1922
Soltis Investment Advisors
Utah
$834K -$139K -434 -15%
SC
1923
Solstein Capital
California
$831K
SOW
1924
State of Wyoming
Wyoming
$831K +$480K +1,503 +153%
SCP
1925
Sivia Capital Partners
California
$827K -$59K -185 -7%

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.