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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
RCM
1951
Raleigh Capital Management
North Carolina
$791K +$162K +509 +27%
GTAM
1952
Global Trust Asset Management
Florida
$789K +$2.55K +8 +0.3%
TC
1953
Truvestments Capital
Florida
$787K +$24.6K +77 +3%
LAM
1954
Lingohr Asset Management
Germany
$786K -$231K -723 -24%
SI
1955
Severin Investments
Missouri
$786K +$750K +2,351 New
SMTF
1956
Sphera Management Technology Funds
Israel
$786K +$750K +2,350 New
SIM
1957
Studio Investment Management
Illinois
$786K -$17.2K -54 -2%
AP
1958
Appleton Partners
Massachusetts
$781K -$59.7K -187 -7%
RZH
1959
Relyea Zuckerberg Hanson
Connecticut
$781K +$37.7K +118 +5%
RFP
1960
Root Financial Partners
California
$781K +$128K +401 +21%
WCAMG
1961
Woodard & Company Asset Management Group
North Carolina
$779K +$744K +2,331 New
ORAM
1962
One River Asset Management
Connecticut
$779K +$740K +2,319 New
GKWIM
1963
Gerber Kawasaki Wealth & Investment Management
California
$776K +$25.9K +81 +4%
BC
1964
Brio Consultants
California
$775K +$54.3K +170 +8%
MIFH
1965
Migdal Insurance & Financial Holdings
Israel
$775K -$98K -307 -12%
CCAM
1966
Cascades Capital Asset Management
North Carolina
$770K
CP
1967
Clarendon Private
Massachusetts
$770K +$735K +2,302 New
PA
1968
Parkside Advisors
California
$770K
RIP
1969
RAM Investment Partners
Washington
$770K +$44.4K +139 +6%
AIMCA
1970
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$769K -$2.94M -9,200 -80%
TW
1971
Traveka Wealth
California
$768K +$96.1K +301 +15%
CIM
1972
CIM Investment Management
Pennsylvania
$766K -$7.66K -24 -1%
MFG
1973
Magnus Financial Group
New York
$764K +$16.3K +51 +2%
VCM
1974
Virtue Capital Management
Tennessee
$761K -$57.4K -180 -7%
IA
1975
IFG Advisory
Georgia
$758K +$724K +2,269 New

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.