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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
ET
426
Equitable Trust
Tennessee
$11.1M -$756K -4,458 -5%
BVDMP
427
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.1M +$2.2M +13,000 +21%
YC
428
Yarbrough Capital
Tennessee
$11M
OPERF
429
Oregon Public Employees Retirement Fund
Oregon
$10.9M -$314K -1,851 -2%
BIM
430
Bridgecreek Investment Management
Oklahoma
$10.9M +$5.93K +35 +0%
SG Americas Securities
431
SG Americas Securities
New York
$10.9M +$3.22M +19,003 +34%
FBB
432
Fulton Breakefield Broenniman
Maryland
$10.8M -$328K -1,936 -3%
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$10.8M +$12.4M +73,333 +4,638%
GAM
434
Gotham Asset Management
New York
$10.8M +$3.54M +20,875 +39%
EMPI
435
Elo Mutual Pension Insurance
Finland
$10.7M -$507K -2,992 -4%
JG
436
Jefferies Group
New York
$10.7M +$3.25M +19,168 +35%
SF
437
Synovus Financial
Georgia
$10.6M +$437K +2,580 +4%
MML Investors Services
438
MML Investors Services
Massachusetts
$10.5M -$2.11M -12,443 -15%
WT
439
Whittier Trust
California
$10.5M -$48K -283 -0.4%
Group One Trading
440
Group One Trading
Illinois
$10.4M -$14.8M -87,496 -55%
TNB
441
Thomasville National Bank
Georgia
$10.4M +$311K +1,832 +3%
MC
442
Middleton & Co
Massachusetts
$10.3M -$2.45M -14,447 -17%
OA
443
Oak Associates
Ohio
$10.2M -$178K -1,050 -1%
PEP
444
Providence Equity Partners
Rhode Island
$10.1M +$11.9M +69,950 New
KC
445
Kadensa Capital
Hong Kong
$10M +$8.19M +48,274 +225%
WT
446
Washington Trust
Rhode Island
$9.99M -$145K -853 -1%
EAM
447
Erste Asset Management
Austria
$9.87M +$1.46M +8,595 +15%
AMI
448
Amica Mutual Insurance
Rhode Island
$9.86M +$689K +4,064 +6%
BIAS
449
Beacon Investment Advisory Services
New Jersey
$9.83M -$245K -1,444 -2%
RMA
450
Roffman Miller Associates
Pennsylvania
$9.82M +$450K +2,651 +4%

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.