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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
SFG
2026
Synergy Financial Group
California
$692K -$2.87K -9 -0.4%
SC
2027
Saiph Capital
New Jersey
$691K +$69.3K +217 +12%
SI
2028
Seeds Investor
New York
$690K +$112K +351 +20%
FA
2029
FF Advisors
California
$690K -$2.55K -8 -0.4%
AA
2030
Addison Advisors
Vermont
$688K +$1.92K +6 +0.3%
BTW
2031
Boston Trust Walden
Massachusetts
$687K +$5.42K +17 +0.8%
PWM
2032
Pines Wealth Management
North Carolina
$687K +$690K +2,162 New
BCP
2033
Blackhawk Capital Partners
Wisconsin
$686K -$109K -341 -14%
FFA
2034
Fi3 Financial Advisors
Indiana
$686K +$32.6K +102 +5%
MG
2035
McHugh Group
Ohio
$685K +$654K +2,050 New
ISWM
2036
Independent Solutions Wealth Management
New York
$685K -$28.7K -90 -4%
LA
2037
LVW Advisors
New York
$683K +$63.2K +198 +11%
ORI
2038
Oak Ridge Investments
Illinois
$683K +$652K +2,044 New
CA
2039
Capital Advantage
California
$681K +$650K +2,038 New
MWM
2040
Modern Wealth Management
Kansas
$681K +$219K +687 +51%
VCWM
2041
Vista Cima Wealth Management
Arizona
$678K +$647K +2,027 New
CA
2042
Carson Advisory
Georgia
$677K +$22.3K +70 +4%
TA
2043
TFB Advisors
Kansas
$677K +$12.1K +38 +2%
RA
2044
Riversedge Advisors
Delaware
$677K +$33.2K +104 +5%
TWP
2045
Tyche Wealth Partners
Texas
$675K -$3.19K -10 -0.5%
FWM
2046
FFT Wealth Management
Pennsylvania
$675K +$45.6K +143 +8%
DOA
2047
D'Orazio & Associates
Virginia
$673K +$14K +44 +2%
GF
2048
Gabelli Funds
New York
$670K -$112K -350 -15%
LWM
2049
Latko Wealth Management
Illinois
$670K +$957 +3 +0.2%
AIMC
2050
Alley Investment Management Company
Illinois
$669K

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.