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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
ProShare Advisors
201
ProShare Advisors
Maryland
$117M +$20.2M +63,345 +22%
SO
202
STRS Ohio
Ohio
$116M -$6.69M -20,956 -6%
Bank Julius Baer & Co
203
Bank Julius Baer & Co
Switzerland
$115M -$1.57M -4,908 -2%
SEP
204
Soma Equity Partners
California
$112M -$4.57M -14,329 -4%
CRM
205
Cardano Risk Management
Netherlands
$112M +$107M +334,579 New
Renaissance Technologies
206
Renaissance Technologies
New York
$111M +$29.7M +93,154 +39%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$111M +$3.01M +9,442 +3%
LWCFA
208
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M -$1.48M -4,652 -1%
SMDAM
209
Sumitomo Mitsui DS Asset Management
Japan
$111M -$494K -1,547 -0.5%
AAIS
210
ABN AMRO Investment Solutions
$110M -$53.2M -166,718 -34%
AQR Capital Management
211
AQR Capital Management
Connecticut
$110M -$18.5M -58,023 -15%
MRG
212
Milestone Resources Group
British Virgin Islands
$108M
ERSOT
213
Employees Retirement System of Texas
Texas
$108M
ACM
214
Alua Capital Management
New York
$108M
IC
215
IEQ Capital
California
$107M -$18.3M -57,270 -15%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$107M +$931K +2,917 +0.9%
CAM
217
Congress Asset Management
Massachusetts
$106M +$5.25M +16,435 +5%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$106M -$18.1M -56,607 -15%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$105M +$3.86M +12,086 +4%
UBP
220
Union Bancaire Privee
Switzerland
$104M +$100M +313,960 New
EPFB
221
Employees Provident Fund Board
Malaysia
$103M +$34.1M +106,758 +53%
TA
222
Trivest Advisors
Hong Kong
$103M -$16.8M -52,500 -15%
IIP
223
Intermede Investment Partners
United Kingdom
$101M -$65.8M -206,156 -40%
RP
224
Riverbridge Partners
Minnesota
$101M -$3.47M -10,875 -3%
IG
225
ING Group
Netherlands
$101M -$686K -2,150 -0.7%

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.