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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
EPFB
251
Employees Provident Fund Board
Malaysia
$36.9M +$31.9M +180,645 +423%
TAM
252
Tocqueville Asset Management
New York
$36.7M +$362K +2,046 +0.9%
Creative Planning
253
Creative Planning
Kansas
$36.2M +$3.63M +20,541 +10%
FCM
254
Fernbridge Capital Management
California
$35.9M -$5.67M -32,095 -13%
CAG
255
Crestwood Advisors Group
Massachusetts
$35.7M +$2.75M +15,558 +8%
WP
256
Woodline Partners
California
$35.5M +$38M +215,239 New
GG
257
Gofen & Glossberg
Illinois
$35.1M +$615K +3,483 +2%
TCM
258
Tran Capital Management
California
$34.6M -$894K -5,057 -2%
ERSOT
259
Employees Retirement System of Texas
Texas
$34.3M +$1.94M +11,000 +6%
WCM
260
Windward Capital Management
California
$34.2M +$208K +1,178 +0.6%
MC
261
Maverick Capital
Texas
$34M +$36.4M +206,099 New
TC
262
TownSquare Capital
Utah
$33.8M +$734K +4,156 +2%
PTC
263
Petrus Trust Company
Texas
$33.7M +$4.44M +25,117 +14%
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$33.6M +$381K +2,159 +1%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$33.4M -$1.7M -9,616 -5%
OWP
266
Obermeyer Wealth Partners
Colorado
$33.3M +$195K +1,102 +0.5%
AAM
267
AMI Asset Management
California
$33.2M -$370K -2,095 -1%
AL
268
Appaloosa LP
New Jersey
$33M +$35.3M +200,000 New
WA
269
WestEnd Advisors
North Carolina
$32.9M +$35.2M +199,360 New
GT
270
Glenmede Trust
Pennsylvania
$32.4M -$1.46M -8,263 -4%
CTC (Chicago Trading Company)
271
CTC (Chicago Trading Company)
Illinois
$32.4M +$16.4M +93,006 +90%
VCM
272
Valiant Capital Management
California
$32.2M -$4.06M -22,964 -11%
MJRIC
273
Mogy Joel R Investment Counsel
California
$32.1M +$94K +532 +0.3%
SL
274
Summitry LLC
California
$32.1M -$716K -4,053 -2%
CRC
275
Curi RMB Capital
Illinois
$31.9M -$5.11M -28,938 -13%

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.