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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.9B -$117M -367,370 -0.4%
BlackRock
2
BlackRock
New York
$25.6B +$998M +3,126,127 +4%
State Street
3
State Street
Massachusetts
$16.4B -$18.9M -59,219 -0.1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$8.06B -$74.5M -233,439 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.76B -$941M -2,947,583 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.66B +$55.9M +175,035 +0.9%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.44B +$1.46B +4,559,968 +31%
Morgan Stanley
8
Morgan Stanley
New York
$6.41B -$16.4M -51,410 -0.3%
Capital International Investors
9
Capital International Investors
California
$5.56B -$741M -2,320,838 -12%
Fisher Asset Management
10
Fisher Asset Management
Washington
$4.16B +$56.6M +177,321 +1%
Northern Trust
11
Northern Trust
Illinois
$3.75B +$554M +1,736,667 +18%
Norges Bank
12
Norges Bank
Norway
$3.6B +$170M +532,283 +5%
Bank of America
13
Bank of America
North Carolina
$3.09B -$210M -657,147 -7%
Capital World Investors
14
Capital World Investors
California
$3.01B -$941M -2,949,138 -25%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.99B +$537M +1,683,233 +23%
UBS AM
16
UBS AM
Illinois
$2.89B +$192M +602,445 +7%
N
17
Nuveen
North Carolina
$2.87B +$36.5M +114,278 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$2.8B -$108M -337,414 -4%
Invesco
19
Invesco
Georgia
$2.6B +$742M +2,325,156 +43%
Goldman Sachs
20
Goldman Sachs
New York
$2.58B -$137M -430,001 -5%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$2.37B +$70.8K +222 +3%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$2.2B +$201M +628,593 +11%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.19B -$65.9M -206,457 -3%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$2.17B -$74.9M -234,679 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.12B -$82M -256,862 -4%

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.