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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
PWM
401
Perigon Wealth Management
California
$13.2M -$108K -634 -0.7%
PAI
402
Pittenger & Anderson Inc
Nebraska
$13.1M -$76.8K -453 -0.5%
IPAM
403
ICICI Prudential Asset Management
India
$12.9M +$1.1M +6,481 +8%
NB
404
Norinchukin Bank
Japan
$12.8M +$909K +5,363 +6%
FBA
405
Front Barnett Associates
Illinois
$12.7M +$142K +840 +1%
NAM
406
NorthCrest Asset Manangement
Minnesota
$12.6M +$417K +2,462 +3%
AWM
407
AE Wealth Management
Kansas
$12.6M +$7.51M +44,277 +103%
CAN
408
Cetera Advisor Networks
California
$12.5M +$1.96M +11,585 +15%
IAIM
409
Industrial Alliance Investment Management
Quebec, Canada
$12.4M -$727K -4,290 -5%
GIP
410
Granite Investment Partners
California
$12.4M -$3.21M -18,946 -18%
BIM
411
Bridges Investment Management
Nebraska
$12.3M -$144K -847 -1%
DIA
412
Davidson Investment Advisors
Montana
$12.1M +$566K +3,340 +4%
DWM
413
Doyle Wealth Management
Florida
$12M +$458K +2,701 +3%
SAM
414
Securian Asset Management
Minnesota
$12M +$72.4K +427 +0.5%
TP
415
Thunderbird Partners
United Kingdom
$11.8M +$14M +82,333 New
WB
416
WesBanco Bank
West Virginia
$11.7M -$5.27M -31,050 -28%
Lido Advisors
417
Lido Advisors
California
$11.7M +$436K +2,571 +3%
MMC
418
Mizuho Markets Cayman
Cayman Islands
$11.6M +$3.82M +22,505 +39%
Cerity Partners
419
Cerity Partners
New York
$11.5M -$180K -1,064 -1%
TAM
420
Trillium Asset Management
Massachusetts
$11.5M -$465K -2,744 -3%
PCMC
421
Paragon Capital Management (Colorado)
Colorado
$11.4M
AI
422
Atria Investments
North Carolina
$11.3M -$241K -1,422 -2%
CRC
423
Curi RMB Capital
Illinois
$11.3M -$19.4M -114,337 -59%
CC
424
Cornerstone Capital
California
$11.3M -$22.9K -135 -0.2%
KRS
425
Kentucky Retirement Systems
Kentucky
$11.2M +$704K +4,149 +6%

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.