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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
AIA
1976
AssuredPartners Investment Advisors
Florida
$758K +$724K +2,268 New
HFM
1977
Hartford Funds Management
Pennsylvania
$758K -$58.4K -183 -7%
AO
1978
Advisor OS
Illinois
$758K +$234K +734 +48%
DIM
1979
Delta Investment Management
California
$756K -$2.54M -7,962 -78%
MSA
1980
Marino Stram & Associates
Massachusetts
$755K +$38.3K +120 +6%
1CP
1981
17 Capital Partners
Arizona
$753K
MA
1982
Montag & Associates
Georgia
$752K +$23.9K +75 +3%
DWM
1983
Dogwood Wealth Management
Kansas
$752K +$717K +2,248 New
IFU
1984
iSAM Funds (UK)
United Kingdom
$752K +$717K +2,248 New
BFG
1985
Berger Financial Group
Minnesota
$750K -$7.02K -22 -1%
NME
1986
Notis-McConarty Edward
$749K +$715K +2,240 New
SFG
1987
SevenBridge Financial Group
Pennsylvania
$749K +$252K +790 +52%
PWPS
1988
Pinnacle Wealth Planning Services
Ohio
$748K -$752K -2,357 -51%
BW
1989
Bison Wealth
Georgia
$747K +$58.7K +184 +9%
EMC
1990
Everest Management Corp
California
$746K +$712K +2,230 New
AF
1991
Apollon Financial
South Carolina
$742K +$23.3K +73 +3%
WCA
1992
Westover Capital Advisors
Delaware
$742K -$1.28K -4 -0.2%
BPW
1993
Bingham Private Wealth
California
$741K +$707K +2,215 New
WPC
1994
White Pine Capital
Minnesota
$740K +$43.1K +135 +6%
PWS
1995
Peterson Wealth Services
Utah
$737K +$28.4K +89 +4%
CIAS
1996
Capital Investment Advisory Services
North Carolina
$736K -$638 -2 -0.1%
BWM
1997
BankPlus Wealth Management
Mississippi
$734K +$700K +2,194 New
HCM
1998
Hengehold Capital Management
Ohio
$733K
SOS
1999
Silver Oak Securities
Tennessee
$732K +$386K +1,209 +125%
PWMAG
2000
Pinnacle Wealth Management Advisory Group
New Jersey
$731K +$7.98K +25 +1%

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.