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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
GMF
2051
Grace & Mercy Foundation
New York
$669K
EL
2052
EWA LLC
Pennsylvania
$668K -$957 -3 -0.1%
FWM
2053
Focused Wealth Management
New York
$667K +$8.94K +28 +1%
RGC
2054
Roberts, Glore & Co
Illinois
$667K -$9.57K -30 -1%
LJAC
2055
L.J. Altfest & Co
New York
$665K -$27.1K -85 -4%
NFA
2056
Northwest Financial Advisors
Virginia
$665K +$638 +2 +0.1%
PWM
2057
Prosperity Wealth Management
California
$665K +$634K +1,988 New
CPA
2058
Capital Performance Advisors
California
$665K +$7.98K +25 +1%
KIM
2059
Kane Investment Management
California
$662K +$632K +1,981 New
KIC
2060
Kensington Investment Counsel
California
$659K -$361K -1,132 -36%
FFA
2061
Florida Financial Advisors
Florida
$659K +$329K +1,030 +109%
WWP
2062
Waypoint Wealth Partners
California
$659K +$31.9K +100 +5%
BMWS
2063
Brady Martz Wealth Solutions
North Dakota
$658K +$649K +2,034 New
TCM
2064
Triumph Capital Management
Colorado
$657K +$627K +1,964 New
EA
2065
Everpar Advisors
Oklahoma
$654K +$65.4K +205 +12%
MAM
2066
Meeder Asset Management
Ohio
$652K +$410K +1,285 +193%
WAG
2067
Winthrop Advisory Group
Massachusetts
$652K +$16.3K +51 +3%
NRC
2068
New Republic Capital
North Carolina
$652K +$84.6K +265 +16%
GA
2069
Geller Advisors
New York
$652K +$29.7K +93 +5%
RFN
2070
Redwood Financial Network
Ohio
$651K -$30.3K -95 -5%
BWG
2071
Berry Wealth Group
Texas
$649K +$27.8K +87 +5%
PP
2072
Patron Partners
Texas
$648K +$46.6K +146 +8%
FWCM
2073
Ferguson Wellman Capital Management
Oregon
$646K +$49.5K +155 +9%
AWAP
2074
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$644K
CNBTD
2075
Citizens National Bank Trust Department
Mississippi
$643K +$11.2K +35 +2%

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.