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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
PAM
351
Panagora Asset Management
Massachusetts
$18.4M +$3.56K +21 +0%
ECU
352
Eisler Capital (UK)
United Kingdom
$18.4M +$10.1M +59,801 +88%
SW
353
SteelPeak Wealth
California
$18.1M +$279K +1,644 +1%
WIM
354
Weitz Investment Management
Nebraska
$18M
X
355
Xponance
Pennsylvania
$17.9M +$2.5M +14,754 +13%
CSS
356
Cubist Systematic Strategies
Connecticut
$17.9M +$6.37M +37,539 +43%
HSC
357
Harbor Spring Capital
New York
$17.8M +$2.37M +14,000 +13%
MCM
358
Maryland Capital Management
Maryland
$17.8M +$139K +822 +0.7%
BCI
359
Brinker Capital Investments
Pennsylvania
$17.7M +$3.62M +21,338 +21%
SCM
360
Silvant Capital Management
Georgia
$17.6M +$18.3M +108,197 +782%
BBA
361
Baader Bank Aktiengesellschaft
Germany
$17.5M +$7.44M +43,877 +57%
IG
362
Ithaka Group
Virginia
$17.5M -$816K -4,813 -4%
GL
363
Governors Lane
New York
$17M +$10M +59,200 +100%
KAS
364
Kestra Advisory Services
Texas
$17M +$664K +3,916 +3%
SSA
365
Schonfeld Strategic Advisors
New York
$16.9M -$23.1M -136,213 -54%
NW
366
NewEdge Wealth
Pennsylvania
$16.9M -$326K -1,922 -2%
BTCPP
367
Border to Coast Pensions Partnership
United Kingdom
$16.8M
CNB
368
Czech National Bank
Czech Republic
$16.6M +$19.6M +115,633 New
CA
369
Cornerstone Advisors
North Carolina
$16.5M
HCMG
370
Howard Capital Management Group
California
$16.3M -$71.2K -420 -0.4%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$16.1M -$589K -3,474 -3%
PFPT
372
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.9M +$3.7M +21,834 +25%
BPWM
373
Badgley Phelps Wealth Managers
Washington
$15.9M +$224K +1,321 +1%
CAM
374
ClariVest Asset Management
California
$15.7M -$1.12M -6,600 -6%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$15.7M +$3.32M +19,601 +22%

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.