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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
LBC
2326
Leigh Baldwin & Co
New York
$425K +$405K +1,270 New
SCM
2327
Sitrin Capital Management
California
$424K
TFM
2328
TFC Financial Management
Massachusetts
$422K +$16K +50 +4%
PAG
2329
Powers Advisory Group
Illinois
$422K -$3.19K -10 -0.8%
MWM
2330
Mindset Wealth Management
Indiana
$422K +$3.83K +12 +1%
FOA
2331
Five Oceans Advisors
California
$421K +$4.47K +14 +1%
RWPA
2332
Richard W. Paul & Associates
Michigan
$421K -$17.9K -56 -4%
LI
2333
LRI Investments
Florida
$420K -$156K -488 -2%
A
2334
Argentarii
Ohio
$419K +$400K +1,254 New
GA
2335
GSG Advisors
New Jersey
$419K +$16.9K +53 +4%
T
2336
TOBAM
France
$418K -$120K -376 -23%
GCA
2337
Gradient Capital Advisors
California
$418K
EAM
2338
Exane Asset Management
France
$417K +$385K +1,205 New
ASBI
2339
American State Bank (Iowa)
Iowa
$416K
AWA
2340
Adapt Wealth Advisors
Georgia
$416K -$6.38K -20 -2%
PFG
2341
Prosperity Financial Group
California
$415K +$69.6K +218 +21%
IJWM
2342
Inman Jager Wealth Management
Mississippi
$415K +$396K +1,240 New
YWM
2343
Yoder Wealth Management
California
$414K +$8.94K +28 +2%
LMC
2344
Lightspeed Management Company
California
$414K +$395K +1,237 New
DWM
2345
Destination Wealth Management
California
$414K +$112K +351 +40%
DWS
2346
Dynamic Wealth Strategies
California
$413K +$14K +44 +4%
SWM
2347
Scissortail Wealth Management
Oklahoma
$412K +$389K +1,220 +10,167%
BFC
2348
Bedel Financial Consulting
Indiana
$412K -$11.2K -35 -3%
AI
2349
Accredited Investors
Minnesota
$411K -$124K -390 -24%
PBK
2350
Peoples Bank (Kansas)
Kansas
$410K

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.