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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
WA
2001
WBH Advisory
Maryland
$730K +$6.38K +20 +0.9%
BCM
2002
Berbice Capital Management
New York
$729K +$696K +2,180 New
CA
2003
Crumly & Associates
Illinois
$728K -$21.4K -67 -3%
WBCM
2004
Wilson & Boucher Capital Management
California
$727K
IRC
2005
Investors Research Corp
Georgia
$718K -$53.9K -169 -7%
CWS
2006
Confluence Wealth Services
Pennsylvania
$718K -$2.55K -8 -0.4%
CCA
2007
Coign Capital Advisors
Utah
$718K +$685K +2,146 New
RBWA
2008
RFG - Bristol Wealth Advisors
Massachusetts
$716K +$684K +2,142 New
VCA
2009
Verdence Capital Advisors
Maryland
$714K -$12.4K -39 -2%
WCFA
2010
Walkner Condon Financial Advisors
Wisconsin
$713K +$12.8K +40 +2%
WPWM
2011
Western Pacific Wealth Management
Illinois
$711K +$3.83K +12 +0.6%
AWM
2012
Accel Wealth Management
Iowa
$710K -$51.4K -161 -7%
FPCP
2013
Fort Point Capital Partners
California
$708K -$12.4K -39 -2%
AC
2014
ASB Consultores
Florida
$707K +$94.5K +296 +16%
AC
2015
AXQ Capital
New Jersey
$706K +$387K +1,213 +135%
OWP
2016
ORG Wealth Partners
Texas
$703K -$2.23K -7 -0.3%
BFA
2017
Beacon Financial Advisory
Ohio
$703K -$22.7K -71 -3%
TCM
2018
Tandem Capital Management
New Jersey
$702K +$670K +2,099 New
HL
2019
HeadInvest LLC
Maine
$701K -$31.3K -98 -4%
CP
2020
Covenant Partners
Tennessee
$700K -$52.7K -165 -7%
ES
2021
Eagle Strategies
New York
$698K +$957 +3 +0.1%
LG
2022
Leuthold Group
Minnesota
$698K +$666K +2,087 New
6F
2023
626 Financial
Michigan
$697K
ICP
2024
Impact Capital Partners
Colorado
$694K +$662K +2,075 New
SL
2025
SFM LLC
New Hampshire
$692K +$8.94K +28 +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.