We are live on ! Find out more
CRM icon

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
SSG
326
Summit Securities Group
New York
$20.6M +$23.5M +138,432 +2,736%
FCI
327
Financial Counselors Inc
Kansas
$20.3M +$6.57M +38,767 +38%
FMI
328
Factory Mutual Insurance
Massachusetts
$20.3M -$407K -2,400 -2%
TPSF
329
Texas Permanent School Fund
Texas
$20.3M +$1.62M +9,555 +7%
SRFM
330
Shannon River Fund Management
New York
$20.2M +$23.8M +140,464 New
YCM
331
Yousif Capital Management
Michigan
$20.1M +$84.1K +496 +0.4%
VIM
332
Vancity Investment Management
British Columbia, Canada
$20.1M -$1.33M -7,866 -5%
SOADOR
333
State of Alaska Department of Revenue
Alaska
$19.9M -$782K -4,610 -3%
MOACM
334
Mutual of America Capital Management
New York
$19.8M +$392K +2,310 +2%
SI
335
Stephens Inc
Arkansas
$19.8M +$111K +656 +0.5%
FAM
336
Fred Alger Management
New York
$19.8M -$31.3M -184,717 -57%
RFC
337
Regions Financial Corp
Alabama
$19.7M +$190K +1,118 +0.8%
M&T Bank
338
M&T Bank
New York
$19.6M -$1.11M -6,570 -5%
BCAM
339
Boston Common Asset Management
Massachusetts
$19.6M +$2.2M +12,985 +11%
Squarepoint
340
Squarepoint
New York
$19.5M +$202K +1,193 +0.9%
GC
341
Guggenheim Capital
Illinois
$19.5M -$1.38M -8,145 -6%
LSCM
342
Light Street Capital Management
California
$19.5M +$23M +135,563 New
TRCT
343
Tower Research Capital (TRC)
New York
$19.3M +$7.93M +46,767 +53%
BCM
344
Becker Capital Management
Oregon
$19.2M +$178K +1,050 +0.8%
ERSOT
345
Employees Retirement System of Texas
Texas
$19.1M -$12.7M -74,700 -36%
TF
346
TIAA FSB
Florida
$19.1M -$6.53M -38,492 -22%
BTP
347
Bloom Tree Partners
New York
$19.1M -$4.26M -25,142 -16%
Daiwa Securities Group
348
Daiwa Securities Group
Japan
$19.1M +$2.15M +12,690 +11%
OAG
349
Orbis Allan Gray
Bermuda
$19M +$193K +1,137 +0.9%
UCFA
350
United Capital Financial Advisors
Texas
$19M -$232K -1,369 -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.