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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
DO
2301
denkapparat Operations
Germany
$445K +$425K +1,332 New
EAM
2302
Evanson Asset Management
California
$444K
PMSA
2303
Patrick M. Sweeney & Associates
Illinois
$442K -$3.19K -10 -0.8%
FA
2304
Fedenia Advisers
Wisconsin
$442K +$422K +1,322 New
TM
2305
TigerOak Management
New Mexico
$441K +$421K +1,320 New
GI
2306
GLOBALT Investments
Georgia
$441K
BWA
2307
Bestgate Wealth Advisors
Maryland
$441K +$421K +1,319 New
WG
2308
Wealth Group
North Carolina
$439K +$3.19K +10 +0.8%
B
2309
Bellecapital
Switzerland
$439K -$14.7K -46 -3%
SWA
2310
SOA Wealth Advisors
New York
$436K -$9.57K -30 -2%
TWP
2311
Tempus Wealth Planning
California
$436K +$319 +1 +0.1%
CPWA
2312
Cerro Pacific Wealth Advisors
California
$435K +$5.75K +18 +1%
WTG
2313
West Tower Group
Virginia
$435K +$415K +1,300 New
JCM
2314
Janney Capital Management
Pennsylvania
$432K -$1.92K -6 -0.5%
RFA
2315
Resurgent Financial Advisors
Georgia
$431K -$2.55K -8 -0.6%
MCM
2316
Manchester Capital Management
Vermont
$431K +$47.9K +150 +13%
FCG
2317
Fielder Capital Group
Tennessee
$431K +$12.1K +38 +3%
FAM
2318
Fairtree Asset Management
South Africa
$431K +$411K +1,288 New
CIS
2319
Custom Index Systems
New York
$429K +$410K +1,284 New
FC
2320
Fulcrum Capital
Washington
$429K -$49.5K -155 -11%
IP
2321
Intellectus Partners
California
$429K
SCA
2322
Sulzberger Capital Advisors
Florida
$426K +$407K +1,275 New
WEG
2323
World Equity Group
Illinois
$426K +$407K +1,274 New
WDG
2324
Wealth Dimensions Group
Ohio
$426K +$16.6K +52 +4%
OWM
2325
Opes Wealth Management
California
$425K -$14.7K -46 -3%

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.