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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
MWA
2251
Muirfield Wealth Advisors
North Carolina
$487K +$10.5K +33 +2%
FFA
2252
First Foundation Advisors
California
$485K +$9.57K +30 +2%
CCA
2253
Cobblestone Capital Advisors
New York
$485K
SCA
2254
Sandy Cove Advisors
Massachusetts
$484K +$75.6K +237 +20%
BFAG
2255
Blackston Financial Advisory Group
Florida
$484K +$54.6K +171 +13%
PAG
2256
Paladin Advisory Group
Iowa
$483K
FF
2257
Farrell Financial
New York
$483K
BCMLT
2258
Beacon Capital Management LLC (Tennessee)
Tennessee
$482K +$319 +1 +0.1%
CFG
2259
Copley Financial Group
California
$482K -$80.1K -251 -15%
DIM
2260
DC Investments Management
Virginia
$482K
AWM
2261
AllSquare Wealth Management
New York
$481K +$5.11K +16 +1%
ATC
2262
Adirondack Trust Company
New York
$479K
WIA
2263
Wetzel Investment Advisors
Indiana
$478K -$33.2K -104 -7%
CFD
2264
Creative Financial Designs
Indiana
$478K
DA
2265
Drake & Associates
Wisconsin
$476K +$466K +1,460 New
TSMHT
2266
Thurston Springer Miller Herd & Titak
Indiana
$475K +$295K +924 +186%
HFS
2267
Howard Financial Services
Texas
$473K +$85.5K +268 +23%
PGWM
2268
Parisi Gray Wealth Management
New Jersey
$473K +$46.6K +146 +12%
CL
2269
CVFG LLC
Indiana
$472K +$450K +1,411 New
PIA
2270
Pinion Investment Advisors
Kansas
$470K -$20.4K -64 -4%
WHCI
2271
W.H. Cornerstone Investments
Massachusetts
$470K +$125K +393 +39%
TCM
2272
Traynor Capital Management
Pennsylvania
$469K +$28.4K +89 +7%
CFIA
2273
Cantor Fitzgerald Investment Advisors
New York
$468K
DWM
2274
Dorchester Wealth Management
Quebec, Canada
$468K
RRA
2275
Round Rock Advisors
Connecticut
$467K +$88.1K +276 +25%

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.