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Salesforce

2,137 hedge funds and large institutions have $128B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 945 increasing their positions, 840 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 840

7% more call options, than puts

Call options by funds: $3.81B | Put options by funds: $3.56B

0.16% more ownership

Funds ownership: 77.95%78.11% (+0.16%)

6% less funds holding

Funds holding: 2,2782,137 (-141)

10% less funds holding in top 10

Funds holding in top 10: 9989 (-10)

38% less capital invested

Capital invested by funds: $204B → $128B (-$76.7B)

44% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 244

Holders
2,137
Holders Change
-141
Holders Change %
-6.19%
% of All Funds
35.99%
Holding in Top 10
89
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.1%
% of All Funds
1.5%
New
137
Increased
945
Reduced
840
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$833M +$8.74M +49,461 +1%
Harris Associates
27
Harris Associates
Illinois
$829M +$533M +3,018,487 +151%
Charles Schwab
28
Charles Schwab
California
$815M +$20.7M +117,079 +2%
PAMS
29
Pictet Asset Management (Switzerland)
Switzerland
$793M +$38.8M +219,611 +5%
Fidelity International
30
Fidelity International
Bermuda
$779M -$23.8M -134,698 -3%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718M +$386M +2,184,891 +101%
Swiss National Bank
32
Swiss National Bank
Switzerland
$705M +$5.74M +32,500 +0.8%
Invesco
33
Invesco
Georgia
$667M -$249M -1,409,039 -26%
Wells Fargo
34
Wells Fargo
California
$666M -$103M -585,679 -13%
DZ Bank
35
DZ Bank
Germany
$641M +$367M +2,074,938 +115%
Amundi
36
Amundi
France
$623M -$186M -1,053,862 -21%
IFP
37
Independent Franchise Partners
United Kingdom
$600M +$323M +1,830,319 +101%
Deutsche Bank
38
Deutsche Bank
Germany
$590M -$76.3M -431,785 -11%
SGA
39
Sustainable Growth Advisers
Connecticut
$568M -$2.43M -13,753 -0.4%
Flossbach Von Storch
40
Flossbach Von Storch
Germany
$564M +$54.7M +309,326 +10%
Baillie Gifford & Co
41
Baillie Gifford & Co
United Kingdom
$554M -$25.2M -142,855 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$550M -$21.9M -124,071 -4%
VVP
43
Vulcan Value Partners
Alabama
$547M -$88.9M -503,058 -13%
GIM
44
Generation Investment Management
United Kingdom
$543M +$263M +1,487,215 +82%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$515M +$20.8M +117,482 +4%
ACM
46
AKRE Capital Management
Virginia
$507M +$41.1M +232,790 +8%
Lazard Asset Management
47
Lazard Asset Management
New York
$455M +$116M +654,168 +31%
PIF
48
Public Investment Fund
Saudi Arabia
$437M +$468M +2,650,225 New
Principal Financial Group
49
Principal Financial Group
Iowa
$410M -$251M -1,421,074 -36%
Allianz Asset Management
50
Allianz Asset Management
Germany
$400M -$11.3M -64,075 -3%

CRM Hedge Fund Activity: Q2 2022 in Review

2,137 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2022, worth a combined $128B — down 38% from $204B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of CRM and 137 opened new positions — a net loss of 107 holders — while 840 trimmed existing stakes and 945 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.38B. The largest seller was Fidelity Investments, cutting an estimated $2.07B.

  • 2,137 institutional investors held Salesforce (CRM) as of Q2 2022, down from 2,278 in Q1 2022.
  • Funds reported $128B of Salesforce stock for Q2 2022, down 38% quarter-over-quarter.
  • 137 funds opened new Salesforce positions in Q2 2022 and 244 closed out, a net change of -107 holders.
  • The largest Salesforce buyer in Q2 2022 was T. Rowe Price Associates, an estimated $2.38B added.
  • The largest Salesforce seller in Q2 2022 was Fidelity Investments, an estimated $2.07B sold.

Based on aggregated 13F filings for Q2 2022.