We are live on ! Find out more
CRM icon

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
AGWCA
2101
Annis Gardner Whiting Capital Advisors
Florida
$618K +$26.5K +83 +5%
SCI
2102
Silver Coast Investments
United States
$617K -$34.8K -109 -6%
ACM
2103
Arcataur Capital Management
Wisconsin
$617K -$3.19K -10 -0.5%
EL
2104
Essex LLC
Illinois
$616K +$8.62K +27 +1%
IWM
2105
Iams Wealth Management
Nebraska
$614K -$1.92K -6 -0.3%
IGGA
2106
Iron Gate Global Advisors
Utah
$611K -$28.4K -89 -5%
RWP
2107
Revolve Wealth Partners
New Jersey
$611K +$65.4K +205 +13%
MTC
2108
McDaniel Terry & Co
Texas
$610K
LWM
2109
Liberty Wealth Management
California
$609K +$295K +923 +103%
PA
2110
Persium Advisors
Georgia
$608K +$581K +1,819 New
ACH
2111
ArrowMark Colorado Holdings
Colorado
$608K
WWM
2112
Waterway Wealth Management
Texas
$607K +$579K +1,815 New
ACA
2113
Aspire Capital Advisors
Washington
$607K +$21.1K +66 +4%
APWM
2114
Argonautica Private Wealth Management
Massachusetts
$603K -$1.6K -5 -0.3%
AWAU
2115
Alliance Wealth Advisors (Utah)
Utah
$603K +$576K +1,804 New
CFO
2116
CVA Family Office
Colorado
$603K +$60.6K +190 +12%
SPWM
2117
Spartan Planning & Wealth Management
North Carolina
$603K +$575K +1,803 New
ICA
2118
Infrastructure Capital Advisors
New York
$602K +$543K +1,701 +1,701%
TVAMP
2119
Tennessee Valley Asset Management Partners
Tennessee
$602K +$638 +2 +0.1%
CGA
2120
Compound Global Advisors
Washington
$602K +$574K +1,800 New
NAM
2121
Nutshell Asset Management
United Kingdom
$602K +$574K +1,800 New
CWM
2122
Centurion Wealth Management
Virginia
$599K +$6.38K +20 +1%
MC
2123
Machina Capital
France
$599K -$588K -1,842 -51%
SWP
2124
Semus Wealth Partners
Florida
$599K +$16.3K +51 +3%
FFG
2125
Floyd Financial Group
Missouri
$599K +$601K +1,883 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.