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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
TWC
451
TD Waterhouse Canada
Ontario, Canada
$9.82M -$5.15M -30,366 -33%
PCIA
452
Prime Capital Investment Advisors
Kansas
$9.8M +$2.46M +14,500 +27%
ONB
453
Old National Bancorp
Indiana
$9.75M +$168K +991 +1%
Nomura Holdings
454
Nomura Holdings
Japan
$9.7M +$3.64M +21,491 +48%
FCH
455
Freestone Capital Holdings
Washington
$9.68M -$1.62M -9,570 -12%
ACA
456
Anchor Capital Advisors
Massachusetts
$9.61M -$581K -3,424 -5%
CA
457
Cortland Associates
Missouri
$9.42M -$106K -624 -0.9%
Walleye Trading
458
Walleye Trading
New York
$9.39M -$29.2M -172,308 -73%
PHK
459
Point72 Hong Kong
Hong Kong
$9.39M +$5.92M +34,917 +115%
CCM
460
Channing Capital Management
Illinois
$9.39M +$925K +5,454 +9%
SFA
461
Sequoia Financial Advisors
Ohio
$9.36M -$193K -1,136 -2%
GWM
462
GDS Wealth Management
Texas
$9.22M +$1.16M +6,838 +12%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$9.16M +$136K +800 +1%
LWM
464
Lyell Wealth Management
California
$9.12M +$239K +1,412 +2%
TCM
465
Trybe Capital Management
Connecticut
$9.09M -$986K -5,813 -8%
PAG
466
Private Advisor Group
New Jersey
$8.9M -$2.37M -13,974 -18%
AWS
467
Atria Wealth Solutions
New York
$8.9M +$4.49M +26,451 +75%
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$8.86M +$4.05M +23,890 +63%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$8.84M -$28.5K -168 -0.3%
Wolverine Trading
470
Wolverine Trading
Illinois
$8.78M +$7.7M +45,383 +315%
DA
471
Dash Acquisitions
California
$8.75M +$669K +3,946 +7%
CTI
472
Community Trust & Investment
Kentucky
$8.68M -$73.6K -434 -0.7%
AF
473
Ally Financial
Michigan
$8.63M
ECM
474
Evergreen Capital Management
Washington
$8.61M +$7.92M +46,691 +355%
SIA
475
Sit Investment Associates
Minnesota
$8.55M -$412K -2,430 -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.