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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
DIM
2451
DLK Investment Management
California
$356K +$20.1K +63 +6%
FAT
2452
First American Trust
California
$356K -$13.4K -42 -4%
KCM
2453
Kathmere Capital Management
Pennsylvania
$356K +$24.3K +76 +8%
GPW
2454
Genesis Private Wealth
Virginia
$355K +$339K +1,062 New
DFG
2455
Delta Financial Group
New Jersey
$355K -$22.7K -71 -6%
FMII
2456
Farmers & Merchants Investments Inc
Nebraska
$354K -$16K -50 -5%
NIM
2457
Northeast Investment Management
Massachusetts
$354K -$11.2K -35 -3%
FG
2458
Foster Group
Iowa
$354K +$9.57K +30 +3%
CFO
2459
Collective Family Office
Pennsylvania
$354K -$6.06K -19 -2%
SL
2460
Sentinus LLC
Illinois
$353K +$22.7K +71 +7%
DE
2461
Diversified Enterprises
Delaware
$353K +$40.5K +127 +14%
LA
2462
Lifeworks Advisors
Michigan
$353K +$71.2K +223 +27%
WP
2463
Westmount Partners
California
$353K +$4.79K +15 +1%
RWI
2464
Red Wave Investments
Pennsylvania
$352K
CGA
2465
Crescent Grove Advisors
Illinois
$351K +$64.8K +203 +24%
APG
2466
Abacus Planning Group
South Carolina
$350K +$1.28K +4 +0.4%
KCPG
2467
Kavar Capital Partners Group
Kansas
$348K -$31.9K -100 -9%
IA
2468
Insight Advisors
Pennsylvania
$348K +$3.83K +12 +1%
HKIMG
2469
Hutchens & Kramer Investment Management Group
Indiana
$347K +$39.9K +125 +14%
HR
2470
Howe & Rusling
New York
$347K +$638 +2 +0.2%
MCM
2471
M1 Capital Management
Michigan
$347K +$331K +1,037 New
ZIC
2472
ZWJ Investment Counsel
Georgia
$346K +$23K +72 +7%
RS
2473
Rakuten Securities
Japan
$346K +$76.6K +240 +30%
WHC
2474
Wulff, Hansen & Co
California
$346K +$11.2K +35 +4%
SWMP
2475
Signature Wealth Management Partners
New Jersey
$345K -$4.79K -15 -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.