Salesforce
CRM
2,351 hedge funds and large institutions have $195B invested in Salesforce in 2021 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,094 increasing their positions, 691 reducing their positions, and 132 closing their positions.
156% more first-time investments, than exits
New positions opened: 338 | Existing positions closed: 132
58% more repeat investments, than reductions
Existing positions increased: 1,094 | Existing positions reduced: 691
8% more funds holding
Funds holding: 2,179 → 2,351 (+172)
0.95% less ownership
Funds ownership: 79.41% → 78.46% (-0.95%)
24% less capital invested
Capital invested by funds: $258B → $195B (-$62.7B)
26% less call options, than puts
Call options by funds: $5.46B | Put options by funds: $7.34B
28% less funds holding in top 10
Funds holding in top 10: 158 → 113 (-45)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$1.15B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$711M |
| 3 |
BlackRock
New York
|
+$502M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$499M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$480M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$736M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$587M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$497M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$380M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$368M |
CRM Hedge Fund Activity: Q4 2021 in Review
2,351 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2021, worth a combined $195B — down 24% from $258B a quarter earlier.
Buyers outnumbered sellers: 338 funds opened new CRM positions and 132 closed out — a net gain of 206 holders — while 1,094 added to existing stakes and 691 trimmed.
The largest buyer was Jennison Associates, adding an estimated $1.15B. The largest seller was Fidelity Investments, cutting an estimated $736M.
- 2,351 institutional investors held Salesforce (CRM) as of Q4 2021, up from 2,179 in Q3 2021.
- Funds reported $195B of Salesforce stock for Q4 2021, down 24% quarter-over-quarter.
- 338 funds opened new Salesforce positions in Q4 2021 and 132 closed out, a net change of +206 holders.
- The largest Salesforce buyer in Q4 2021 was Jennison Associates, an estimated $1.15B added.
- The largest Salesforce seller in Q4 2021 was Fidelity Investments, an estimated $736M sold.
Based on aggregated 13F filings for Q4 2021.