Salesforce
CRM
2,767 hedge funds and large institutions have $236B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 309 funds opening new positions, 1,119 increasing their positions, 1,033 reducing their positions, and 98 closing their positions.
215% more first-time investments, than exits
New positions opened: 309 | Existing positions closed: 98
15% more capital invested
Capital invested by funds: $205B → $236B (+$30.5B)
7% more funds holding
Funds holding: 2,595 → 2,767 (+172)
8% more repeat investments, than reductions
Existing positions increased: 1,119 | Existing positions reduced: 1,033
0.19% less ownership
Funds ownership: 81.05% → 80.86% (-0.19%)
6% less call options, than puts
Call options by funds: $4.92B | Put options by funds: $5.24B
7% less funds holding in top 10
Funds holding in top 10: 145 → 135 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.55B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$878M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$872M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$753M |
| 5 |
Coatue Management
New York
|
+$738M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.26B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$1.17B |
| 3 |
Cerity Partners
New York
|
-$901M |
| 4 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
-$765M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$557M |
CRM Hedge Fund Activity: Q1 2024 in Review
2,767 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2024, worth a combined $236B — up 15% from $205B a quarter earlier.
Buyers outnumbered sellers: 309 funds opened new CRM positions and 98 closed out — a net gain of 211 holders — while 1,119 added to existing stakes and 1,033 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.55B. The largest seller was Capital World Investors, cutting an estimated $1.26B.
- 2,767 institutional investors held Salesforce (CRM) as of Q1 2024, up from 2,595 in Q4 2023.
- Funds reported $236B of Salesforce stock for Q1 2024, up 15% quarter-over-quarter.
- 309 funds opened new Salesforce positions in Q1 2024 and 98 closed out, a net change of +211 holders.
- The largest Salesforce buyer in Q1 2024 was JP Morgan Chase, an estimated $1.55B added.
- The largest Salesforce seller in Q1 2024 was Capital World Investors, an estimated $1.26B sold.
Based on aggregated 13F filings for Q1 2024.