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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
GS
2426
GWN Securities
Florida
$367K +$351K +1,100 New
CWA
2427
Consilio Wealth Advisors
Washington
$366K +$17.9K +56 +5%
KFC
2428
Klingenstein Fields & Co
New York
$365K -$5.75K -18 -2%
SIC
2429
Shoker Investment Counsel
Ohio
$365K
MCM
2430
Mengis Capital Management
Oregon
$364K
CCFM
2431
Clear Creek Financial Management
Washington
$364K +$347K +1,087 New
CT
2432
Colonial Trust
South Carolina
$363K +$6.7K +21 +2%
RIA
2433
Regal Investment Advisors
Michigan
$363K -$34.5K -108 -9%
BWG
2434
Balanced Wealth Group
Ohio
$363K +$957 +3 +0.3%
NFG
2435
Nadler Financial Group
Illinois
$362K
FWM
2436
Forza Wealth Management
Florida
$362K +$30K +94 +10%
AG
2437
AmeriFlex Group
Nevada
$362K +$338K +1,059 New
HA
2438
Helium Advisors
Washington
$362K +$345K +1,082 New
LAM
2439
Lifestyle Asset Management
Texas
$361K -$1.28K -4 -0.4%
JF
2440
Jump Financial
Illinois
$361K +$345K +1,081 New
SAM
2441
Synergy Asset Management
Washington
$361K +$376K +1,178 New
WRM
2442
Weybosset Research & Management
Rhode Island
$359K
NICM
2443
Neo Ivy Capital Management
New York
$359K +$343K +1,074 New
MMM
2444
Mendel Money Management
Illinois
$359K
MWM
2445
Marion Wealth Management
Pennsylvania
$358K +$52.7K +165 +18%
CPA
2446
Capital Planning Advisors
California
$358K +$7.98K +25 +2%
LA
2447
LexAurum Advisors
Kansas
$357K +$86.2K +270 +34%
MWA
2448
Motive Wealth Advisors
Michigan
$357K +$67.7K +212 +25%
SCG
2449
Sonata Capital Group
Washington
$357K
BCM
2450
BluePointe Capital Management
California
$357K +$54.6K +171 +19%

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.