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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
IIC
2226
Integrated Investment Consultants
Michigan
$505K +$16.6K +52 +4%
SFPG
2227
Stonebridge Financial Planning Group
Florida
$505K +$28.4K +89 +6%
KFGK
2228
Keystone Financial Group (Kentucky)
Kentucky
$503K +$1.6K +5 +0.3%
AI
2229
Atom Investors
Texas
$501K -$3.73M -11,679 -89%
AAP
2230
Aristotle Atlantic Partners
Florida
$501K
HA
2231
Harbor Advisors
Florida
$501K
MPCA
2232
Madison Park Capital Advisors
Washington
$501K
PFG
2233
PAX Financial Group
Texas
$501K +$478K +1,499 New
FWI
2234
Facet Wealth Inc
Maryland
$501K -$467K -1,464 -49%
RIS
2235
Retirement Income Solutions
Michigan
$500K
TCG
2236
Transcendent Capital Group
Oklahoma
$500K +$401K +1,257 +526%
MFG
2237
Mainsail Financial Group
Washington
$499K +$477K +1,494 New
WA
2238
Waddell & Associates
Tennessee
$497K -$6.06K -19 -1%
VCM
2239
Versant Capital Management
Arizona
$496K +$141K +441 +42%
GWM
2240
Gibbs Wealth Management
Georgia
$496K +$138K +433 +41%
NCM
2241
Next Capital Management
New York
$495K +$141K +443 +43%
VC
2242
Veery Capital
Delaware
$493K +$20.4K +64 +5%
HAM
2243
Hickory Asset Management
Ohio
$492K +$470K +1,472 New
AW
2244
Alteri Wealth
California
$491K +$469K +1,469 New
TSWM
2245
Tyler-Stone Wealth Management
Ohio
$490K -$17.6K -55 -4%
AI
2246
AdvisorShares Investments
Maryland
$490K +$468K +1,465 New
WF
2247
Womack Financial
Texas
$490K +$468K +1,465 New
STA
2248
Smith Thornton Advisors
Alabama
$489K
MP
2249
Moment Partners
California
$488K +$466K +1,460 New
MBTD
2250
Mechanics Bank - Trust Department
California
$488K +$466K +1,459 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.