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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
PWAM
2401
Pinnacle West Asset Management
Wyoming
$378K
MIA
2402
MainStreet Investment Advisors
Illinois
$377K +$21.1K +66 +6%
FAM
2403
Forte Asset Management
New York
$377K
FHC
2404
First Heartland Consultants
Missouri
$377K -$231K -725 -39%
VC
2405
Veracity Capital
Georgia
$376K -$3.51K -11 -1%
PCA
2406
Peddock Capital Advisors
Massachusetts
$376K
OPWM
2407
Oregon Pacific Wealth Management
Oregon
$375K +$358K +1,121 New
ACG
2408
Allen Capital Group
Nebraska
$375K +$31.3K +98 +10%
BIA
2409
Benchmark Investment Advisors
Illinois
$374K -$3.19K -10 -0.9%
BW
2410
BXM Wealth
Colorado
$374K +$357K +1,119 New
JWM
2411
JGP Wealth Management
Oregon
$373K +$38.9K +122 +12%
AHL
2412
Abel Hall LLC
Louisiana
$373K +$24.6K +77 +7%
GCS
2413
Gordian Capital (Singapore)
Singapore
$373K -$73.4K -230 -17%
EW
2414
Element Wealth
Mississippi
$372K +$638 +2 +0.2%
AWM
2415
Aries Wealth Management
Maine
$372K
NRI
2416
NFP Retirement Inc
California
$371K +$21.7K +68 +7%
VPW
2417
Variant Private Wealth
Virginia
$371K +$354K +1,110 New
TWM
2418
TCFG Wealth Management
California
$370K -$2.87K -9 -0.8%
WFA
2419
WMG Financial Advisors
Tennessee
$370K +$8.3K +26 +2%
FA
2420
FDx Advisors
Illinois
$369K -$51.4K -161 -13%
UWM
2421
USAdvisors Wealth Management
Minnesota
$369K +$353K +1,105 New
EC
2422
EdgeRock Capital
Colorado
$368K +$49.8K +156 +16%
FPGK
2423
Financial Partners Group (Kansas)
Kansas
$368K -$101K -316 -22%
FAG
2424
Fortitude Advisory Group
Washington
$368K -$51.1K -160 -13%
BI
2425
Bramshill Investments
Florida
$368K

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.