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Salesforce

2,056 hedge funds and large institutions have $111B invested in Salesforce in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 895 increasing their positions, 837 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 837

0.57% less ownership

Funds ownership: 78.11%77.55% (-0.57%)

4% less funds holding

Funds holding: 2,1372,056 (-81)

10% less funds holding in top 10

Funds holding in top 10: 8980 (-9)

13% less call options, than puts

Call options by funds: $3B | Put options by funds: $3.45B

13% less capital invested

Capital invested by funds: $128B → $111B (-$16.4B)

29% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 163

Holders
2,056
Holders Change
-81
Holders Change %
-3.79%
% of All Funds
35.41%
Holding in Top 10
80
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.11%
% of All Funds
1.38%
New
115
Increased
895
Reduced
837
Closed
163
Calls
$3B
Puts
$3.45B
Net Calls
-$443M
Net Calls Change
-$687M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
251
EULAV Asset Management
Florida
$35.2M -$339K -2,000 -0.8%
SC
252
Scotia Capital
Ontario, Canada
$34.7M +$2.55M +15,020 +7%
HC
253
Henshaw Capital
Massachusetts
$34.6M
Impax Asset Management Group
254
Impax Asset Management Group
United Kingdom
$34.1M +$1.29M +7,637 +3%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$33.4M -$22.2M -131,013 -36%
MFWM
256
Motley Fool Wealth Management
Virginia
$33.1M -$615K -3,627 -2%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$32.9M +$1.16M +6,847 +3%
GT
258
Glenmede Trust
Pennsylvania
$31.7M +$4.07M +23,975 +12%
NC
259
Nicholas Company
Wisconsin
$31.6M -$9.84M -58,010 -21%
GG
260
Gofen & Glossberg
Illinois
$31.1M +$560K +3,302 +2%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$31.1M +$4.34M +25,587 +13%
FAF
262
Första AP-fonden
Sweden
$30.9M +$4.21M +24,800 +13%
JCM
263
Junto Capital Management
New York
$30.5M +$18.9M +111,411 +110%
CAG
264
Crestwood Advisors Group
Massachusetts
$30.3M -$959K -5,657 -3%
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$30.3M +$961K +5,666 +3%
TAM
266
Tocqueville Asset Management
New York
$30M -$2.33M -13,738 -6%
Vontobel Holding
267
Vontobel Holding
Switzerland
$29.9M +$9.58M +56,511 +38%
WCM
268
Windward Capital Management
California
$29.9M +$44.9K +265 +0.1%
TC
269
TownSquare Capital
Utah
$29.8M +$365K +2,154 +1%
WA
270
WestEnd Advisors
North Carolina
$29.7M +$1.27M +7,463 +4%
FAF
271
Fjarde Ap-fonden
Sweden
$29.7M
Mariner
272
Mariner
Kansas
$29.5M +$4.59M +27,076 +15%
PTC
273
Petrus Trust Company
Texas
$29.5M +$145K +856 +0.4%
RCMU
274
Rokos Capital Management (UK)
United Kingdom
$29.4M +$2.04M +12,006 +6%
LPP
275
Long Path Partners
Connecticut
$29.2M +$4.89M +28,832 +17%

CRM Hedge Fund Activity: Q3 2022 in Review

2,056 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2022, worth a combined $111B — down 13% from $128B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of CRM and 115 opened new positions — a net loss of 48 holders — while 837 trimmed existing stakes and 895 added.

The largest buyer was Amundi, adding an estimated $486M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.77B.

  • 2,056 institutional investors held Salesforce (CRM) as of Q3 2022, down from 2,137 in Q2 2022.
  • Funds reported $111B of Salesforce stock for Q3 2022, down 13% quarter-over-quarter.
  • 115 funds opened new Salesforce positions in Q3 2022 and 163 closed out, a net change of -48 holders.
  • The largest Salesforce buyer in Q3 2022 was Amundi, an estimated $486M added.
  • The largest Salesforce seller in Q3 2022 was T. Rowe Price Associates, an estimated $2.77B sold.

Based on aggregated 13F filings for Q3 2022.