We are live on ! Find out more
CRM icon

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
LCWP
2276
Legacy Capital Wealth Partners
Arkansas
$467K -$364K -1,140 -45%
GSB
2277
Greenfield Savings Bank
Massachusetts
$466K +$3.51K +11 +0.8%
TWM
2278
Tradition Wealth Management
Minnesota
$466K -$638 -2 -0.1%
GAG
2279
GM Advisory Group
New York
$466K +$188K +590 +73%
GF
2280
Gries Financial
Ohio
$465K +$59.7K +187 +16%
SSA
2281
Sierra Summit Advisors
Nevada
$465K
CWMS
2282
Cannon Wealth Management Services
North Carolina
$465K +$180K +565 +70%
CCM
2283
Chaney Capital Management
Washington
$464K -$136K -425 -23%
SWA
2284
Strata Wealth Advisors
Texas
$464K +$7.02K +22 +2%
CFSG
2285
Community Financial Services Group
Vermont
$460K -$2.92M -9,149 -87%
PFA
2286
Pure Financial Advisors
California
$458K +$146K +459 +50%
BOS
2287
Bank of Stockton
California
$458K +$49.8K +156 +13%
GD
2288
Grandfield & Dodd
New York
$456K -$31.9K -100 -7%
4A
2289
4Wealth Advisors
Illinois
$453K +$433K +1,356 New
VFG
2290
Victory Financial Group
Texas
$453K +$433K +1,356 New
WWM
2291
Whalen Wealth Management
Nevada
$453K +$432K +1,354 New
KFA
2292
Krane Funds Advisors
New York
$451K +$431K +1,349 New
Kayne Anderson Rudnick Investment Management
2293
Kayne Anderson Rudnick Investment Management
California
$450K +$114K +356 +36%
BWM
2294
BlackDiamond Wealth Management
New York
$450K +$54.9K +172 +15%
HWA
2295
HCR Wealth Advisors
California
$449K -$4.79K -15 -1%
BFA
2296
Brown Financial Advisors
Ohio
$448K -$127K -398 -23%
BB
2297
Busey Bank
Illinois
$448K -$76K -238 -15%
MFA
2298
Morling Financial Advisors
California
$448K +$4.15K +13 +1%
DWA
2299
Delap Wealth Advisory
Oregon
$447K +$11.2K +35 +3%
SSWM
2300
Sheets Smith Wealth Management
North Carolina
$446K +$16K +50 +4%

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.