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Salesforce

2,137 hedge funds and large institutions have $128B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 945 increasing their positions, 840 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 840

7% more call options, than puts

Call options by funds: $3.81B | Put options by funds: $3.56B

0.16% more ownership

Funds ownership: 77.95%78.11% (+0.16%)

6% less funds holding

Funds holding: 2,2782,137 (-141)

10% less funds holding in top 10

Funds holding in top 10: 9989 (-10)

38% less capital invested

Capital invested by funds: $204B → $128B (-$76.7B)

44% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 244

Holders
2,137
Holders Change
-141
Holders Change %
-6.19%
% of All Funds
35.99%
Holding in Top 10
89
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.1%
% of All Funds
1.5%
New
137
Increased
945
Reduced
840
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
226
Arizona State Retirement System
Arizona
$44.6M +$282K +1,594 +0.6%
BS
227
Banco Santander
Spain
$43.3M +$4.61M +26,082 +11%
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$43.2M +$20.6M +116,596 +80%
BCWM
229
Bartlett & Co Wealth Management
Ohio
$43.1M -$2.55M -14,425 -5%
BC
230
Bartlett & Co
Ohio
$43.1M -$2.55M -14,425 -5%
PWLP
231
Prio Wealth Limited Partnership
Massachusetts
$42.5M -$161K -914 -0.4%
Man Group
232
Man Group
United Kingdom
$41.9M -$57.3M -324,172 Closed
SSA
233
Schonfeld Strategic Advisors
New York
$41.8M +$12.6M +71,102 +39%
OAM
234
Oppenheimer Asset Management
New York
$41.8M -$1.53M -8,653 -3%
AB
235
Amalgamated Bank
New York
$41.4M -$636K -3,597 -1%
EAM
236
EULAV Asset Management
Florida
$40.7M -$8.23M -46,600 -16%
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$40.3M -$107M -606,533 -71%
Alyeska Investment Group
238
Alyeska Investment Group
Illinois
$40.2M +$43.1M +243,857 New
HC
239
Henshaw Capital
Massachusetts
$39.7M
SPPAM
240
Summit Partners Public Asset Management
Massachusetts
$39.3M +$4.46M +25,250 +12%
Walleye Trading
241
Walleye Trading
New York
$39.2M -$433K -2,450 -1%
LWCA
242
Locust Wood Capital Advisers
New York
$38.9M +$2.03M +11,502 +5%
MFWM
243
Motley Fool Wealth Management
Virginia
$38.6M -$10.7M -60,592 -21%
MP
244
Munro Partners
Australia
$38.3M +$41M +232,300 New
ZCA
245
Zeke Capital Advisors
Pennsylvania
$37.9M +$5.02M +28,404 +14%
Impax Asset Management Group
246
Impax Asset Management Group
United Kingdom
$37.9M +$6.3M +35,677 +18%
ASC
247
Atalanta Sosnoff Capital
New York
$37.7M -$20.8M -117,829 -34%
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$37.7M -$2.31M -13,092 -6%
SC
249
Scotia Capital
Ontario, Canada
$37.3M -$1.34M -7,596 -3%
UIM
250
USS Investment Management
United Kingdom
$37.1M -$2.16M -12,199 -5%

CRM Hedge Fund Activity: Q2 2022 in Review

2,137 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2022, worth a combined $128B — down 38% from $204B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of CRM and 137 opened new positions — a net loss of 107 holders — while 840 trimmed existing stakes and 945 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.38B. The largest seller was Fidelity Investments, cutting an estimated $2.07B.

  • 2,137 institutional investors held Salesforce (CRM) as of Q2 2022, down from 2,278 in Q1 2022.
  • Funds reported $128B of Salesforce stock for Q2 2022, down 38% quarter-over-quarter.
  • 137 funds opened new Salesforce positions in Q2 2022 and 244 closed out, a net change of -107 holders.
  • The largest Salesforce buyer in Q2 2022 was T. Rowe Price Associates, an estimated $2.38B added.
  • The largest Salesforce seller in Q2 2022 was Fidelity Investments, an estimated $2.07B sold.

Based on aggregated 13F filings for Q2 2022.