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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
GMA
2351
Glassy Mountain Advisors
Maryland
$409K
JCFM
2352
JBR Co Financial Management
Oklahoma
$409K +$3.19K +10 +0.8%
OWM
2353
OneAscent Wealth Management
Alabama
$408K +$27.8K +87 +8%
CL
2354
CSS LLC
Illinois
$408K -$951K -2,980 -71%
RCP
2355
Rothschild Capital Partners
New York
$408K +$389K +1,220 New
SEA
2356
Stegent Equity Advisors
Texas
$407K +$3.51K +11 +0.9%
BWS
2357
Broadway Wealth Solutions
Texas
$407K +$388K +1,217 New
PPC
2358
Pennington Partners & Co
Maryland
$407K +$388K +1,215 New
PA
2359
PSI Advisors
Florida
$405K -$211K -661 -35%
TFA
2360
Teamwork Financial Advisors
Texas
$404K -$44.4K -139 -10%
TFA
2361
Trinity Financial Advisors
Ohio
$403K +$68.9K +216 +22%
CCWM
2362
Cassaday & Co Wealth Management
Virginia
$403K +$136K +426 +55%
CA
2363
Crewe Advisors
Utah
$402K -$142K -445 -27%
KW
2364
KWB Wealth
California
$402K +$219K +685 +88%
SPC
2365
Spirepoint Private Client
Florida
$402K +$1.92K +6 +0.5%
F8IS
2366
Figure 8 Investment Strategies
Idaho
$402K +$383K +1,201 New
FNBSF
2367
First National Bank Sioux Falls
South Dakota
$401K
MAM
2368
McLean Asset Management
Virginia
$401K +$75K +235 +24%
GCM
2369
Gallacher Capital Management
Colorado
$401K -$34.8K -109 -8%
SFG
2370
Sovereign Financial Group
Connecticut
$399K -$11.5K -36 -3%
PI
2371
Pettee Investors
Connecticut
$398K +$49.8K +156 +15%
CAGAS
2372
Capital Advisory Group Advisory Services
Minnesota
$398K -$8.3K -26 -2%
FCM
2373
Fourpath Capital Management
Oklahoma
$397K +$20.7K +65 +6%
FPWM
2374
FSB Premier Wealth Management
Iowa
$395K +$80.1K +251 +27%
CFS
2375
CRA Financial Services
New Jersey
$393K +$5.11K +16 +1%

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.