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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
HWM
2076
Howard Wealth Management
Connecticut
$643K +$613K +1,922 New
PWP
2077
Phillips Wealth Planners
Mississippi
$642K +$42.8K +134 +7%
BGA
2078
Battery Global Advisors
Massachusetts
$641K
PCM
2079
Poehling Capital Management
Wisconsin
$640K -$305K -955 -33%
UAG
2080
United Advisor Group
Ohio
$639K +$62.6K +196 +11%
FLP
2081
Financial Life Planners
Arizona
$638K +$608K +1,906 New
HNB
2082
Hilltop National Bank
Wyoming
$638K -$19.1K -60 -3%
MF
2083
Magnetar Financial
Illinois
$636K +$607K +1,903 New
WAM
2084
Wolverine Asset Management
Illinois
$636K +$607K +1,901 New
BBL
2085
Beck Bode LLC
Massachusetts
$635K -$287K -899 -32%
RIG
2086
Ramiah Investment Group
Wisconsin
$634K -$65.4K -205 -10%
UWP
2087
Uniting Wealth Partners
Kansas
$631K +$602K +1,887 New
NHC
2088
Nicholas Hoffman & Company
Georgia
$631K +$102K +321 +21%
PW
2089
Peninsula Wealth
California
$631K +$15K +47 +3%
AT
2090
Avalon Trust
New Mexico
$630K +$8.94K +28 +2%
ABTD
2091
Arvest Bank Trust Division
Oklahoma
$629K +$157K +492 +35%
BOPW
2092
Brandywine Oak Private Wealth
Pennsylvania
$628K +$638 +2 +0.1%
SPWG
2093
Sage Private Wealth Group
Illinois
$625K -$18.2K -57 -3%
WA
2094
Wealthstar Advisors
Texas
$625K +$596K +1,869 New
NFA
2095
Northern Financial Advisors
Michigan
$624K -$18.5K -58 -3%
JWM
2096
Jeppson Wealth Management
California
$622K -$15.6K -49 -3%
ACP
2097
Aviance Capital Partners
Florida
$621K -$1.58M -4,940 -73%
MW
2098
MBL Wealth
North Carolina
$621K +$199K +625 +51%
BBI
2099
Baxter Bros Inc
Connecticut
$620K +$2.55K +8 +0.4%
WWA
2100
Wisconsin Wealth Advisors
Wisconsin
$619K +$591K +1,853 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.