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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
JCM
2176
Jacobsen Capital Management
Utah
$550K +$21.7K +68 +4%
WP
2177
WMS Partners
Maryland
$549K +$31.9K +100 +6%
GA
2178
Guerra Advisors
Florida
$549K +$524K +1,641 New
RC
2179
Rovin Capital
Arizona
$545K -$418K -1,311 -45%
TWA
2180
TCI Wealth Advisors
Arizona
$545K +$5.75K +18 +1%
FSA
2181
Fort Sheridan Advisors
Illinois
$545K +$31.9K +100 +7%
VFG
2182
V2 Financial group
Illinois
$544K
SMC
2183
Smith, Moore & Co
Missouri
$544K +$50.7K +159 +11%
WCM
2184
Wedge Capital Management
North Carolina
$544K -$21.4K -67 -4%
JWCA
2185
J.W. Coons Advisors
Ohio
$543K -$33.5K -105 -6%
OW
2186
Olistico Wealth
Oklahoma
$542K +$16K +50 +3%
BTWM
2187
Brass Tax Wealth Management
Ohio
$542K +$517K +1,621 New
CAM
2188
Claret Asset Management
Quebec, Canada
$542K +$148K +464 +40%
LWM
2189
LJI Wealth Management
Indiana
$542K +$8.3K +26 +2%
PFA
2190
Pathway Financial Advisors
Vermont
$542K -$4.15K -13 -0.8%
MWM
2191
Mattern Wealth Management
Kansas
$540K +$54.3K +170 +12%
CIP
2192
Convergence Investment Partners
Florida
$539K -$3.51K -11 -0.7%
FNBT
2193
FineMark National Bank & Trust
Florida
$537K +$229K +719 +81%
GAA
2194
Guardian Asset Advisors
Pennsylvania
$537K +$36.4K +114 +8%
OWMIAS
2195
One Wealth Management Investment & Advisory Services
Florida
$532K
RIP
2196
Reliant Investment Partners
North Carolina
$532K +$507K +1,590 New
CH
2197
Canton Hathaway
Rhode Island
$531K
ANBT
2198
American National Bank & Trust
Texas
$530K -$16K -50 -3%
BHPW
2199
Beverly Hills Private Wealth
California
$530K -$20.7K -65 -4%
BMC
2200
Beaton Management Company
Massachusetts
$527K

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.