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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
URS
301
Utah Retirement Systems
Utah
$24.8M +$153K +900 +0.5%
NIG
302
NFJ Investment Group
Texas
$24.7M +$3.7M +21,798 +13%
NYLIM
303
New York Life Investment Management
New York
$24.7M +$23.4K +138 +0.1%
TAF
304
Tredje AP-fonden
Sweden
$24.5M +$2.8M +16,526 +11%
Comerica Bank
305
Comerica Bank
Texas
$24.5M -$58.8K -347 -0.2%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$24.4M +$1.82M +10,762 +7%
LSA
307
Leonteq Securities AG
Switzerland
$24.1M -$902K -5,319 -3%
Rafferty Asset Management
308
Rafferty Asset Management
New York
$24M +$5.06M +29,825 +22%
MIS
309
Morningstar Investment Services
Illinois
$23.9M +$22.5M +132,430 +761%
MAM
310
Magellan Asset Management
Australia
$23.7M -$90K -531 -0.3%
HCM
311
Hollencrest Capital Management
California
$23.7M -$25.1K -148 -0.1%
HIMC
312
Heritage Investors Management Corp
Maryland
$23.6M +$1.24M +7,315 +5%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$23.4M +$862K +5,085 +3%
QC
314
Quadrature Capital
United Kingdom
$23.2M +$27.3M +160,884 New
AAM
315
Aureus Asset Management
Massachusetts
$22.3M +$2.48M +14,617 +10%
UIM
316
USS Investment Management
United Kingdom
$22M -$12.1M -71,623 -32%
AIMCA
317
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.8M -$1.52M -8,944 -6%
UB
318
UMB Bank
Missouri
$21.8M -$926K -5,460 -3%
CW
319
Connectus Wealth
Ohio
$21.7M -$3.56K -21 -0%
Marshall Wace
320
Marshall Wace
United Kingdom
$21.6M +$24.4M +143,728 +2,125%
CC
321
Crosslink Capital
California
$21M +$1.9M +11,190 +8%
COPPSERS
322
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.9M +$149K +881 +0.6%
WJWM
323
Williams Jones Wealth Management
New York
$20.9M -$1.16M -6,838 -4%
LF
324
Lannebo Fonder
Sweden
$20.9M +$848K +5,000 +4%
SLAM
325
Swiss Life Asset Management
$20.7M +$292K +1,720 +1%

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.