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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
OFG
2151
Oxford Financial Group
Indiana
$579K -$22.7K -71 -4%
GCP
2152
GSA Capital Partners
United Kingdom
$578K +$551K +1,728 New
CSA
2153
Cornerstone Select Advisors
Missouri
$575K +$549K +1,721 New
CWA
2154
Clarity Wealth Advisors
California
$575K -$5.75K -18 -1%
CS
2155
Crescent Sterling
Louisiana
$575K +$255K +799 +87%
EMB
2156
Elefante Mark B
$573K +$547K +1,714 New
IF
2157
Intrua Financial
Texas
$573K -$84.6K -265 -13%
BPFA
2158
Barnes Pettey Financial Advisors
Mississippi
$572K
BRIA
2159
Balanced Rock Investment Advisors
Massachusetts
$571K -$33.2K -104 -6%
OL
2160
one8zero8 LLC
North Carolina
$571K +$545K +1,707 New
HHRDM
2161
H&H Retirement Design & Management
Nevada
$569K -$62.9K -197 -10%
NCFG
2162
New Century Financial Group
New Jersey
$569K -$105K -328 -16%
IA
2163
IFG Advisors
Missouri
$568K +$95.7K +300 +21%
BSHC
2164
Breed's Hill Capital
Massachusetts
$566K +$208K +652 +63%
GEM
2165
Global Endowment Management
North Carolina
$565K -$264K -827 -33%
TWP
2166
Triad Wealth Partners
Kansas
$565K +$539K +1,689 New
PPP
2167
Private Portfolio Partners
New Jersey
$564K +$22K +69 +4%
SYBT
2168
Stock Yards Bank & Trust
Kentucky
$562K -$301K -944 -36%
SW
2169
SlateStone Wealth
Florida
$560K +$7.34K +23 +1%
SFO
2170
Stokes Family Office
Louisiana
$555K -$24.3K -76 -4%
RTC
2171
Real Talk Capital
Tennessee
$554K +$529K +1,657 New
CCA
2172
Corps Capital Advisors
Texas
$553K +$528K +1,654 New
CSA
2173
Cottage Street Advisors
Massachusetts
$552K -$638 -2 -0.1%
RLH
2174
RD Lewis Holdings
Florida
$551K +$540K +1,691 New
AF
2175
Apexium Financial
Texas
$551K +$26.5K +83 +5%

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.