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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
WSTAM
476
Wilbanks Smith & Thomas Asset Management
Virginia
$8.48M +$570K +3,364 +6%
ZCI
477
Zevenbergen Capital Investments
Washington
$8.34M +$9.83M +58,000 New
LIP
478
Liontrust Investment Partners
United Kingdom
$8.34M -$3.68M -21,700 -27%
MLICM
479
Metropolitan Life Insurance Company (MetLife)
New York
$8.34M -$104K -612 -1%
HNB
480
Huntington National Bank
Ohio
$8.3M -$1.31M -7,701 -12%
MIM
481
Marco Investment Management
Georgia
$8.28M +$675K +3,980 +7%
VPIM
482
Vanguard Personalized Indexing Management
California
$8.27M +$279K +1,645 +3%
GI
483
Gradient Investments
Minnesota
$8.27M +$9.25M +54,572 +1,874%
SW
484
SVB Wealth
Massachusetts
$8.08M -$387K -2,280 -4%
RSS
485
Rosenblum Silverman Sutton
California
$7.99M -$323K -1,907 -3%
IIM
486
INTECH Investment Management
Florida
$7.9M +$2.43M +14,310 +35%
OC
487
Oppenheimer & Co
New York
$7.83M +$447K +2,639 +5%
EDRH
488
Edmond de Rothschild Holding
Switzerland
$7.83M -$8.75M -51,631 -49%
JRP
489
Jasper Ridge Partners
California
$7.79M -$11.7K -69 -0.1%
ICM
490
Invenomic Capital Management
Massachusetts
$7.74M +$1.35M +7,951 +17%
EWM
491
Edge Wealth Management
New York
$7.72M +$41.9K +247 +0.5%
CAPTRUST Financial Advisors
492
CAPTRUST Financial Advisors
North Carolina
$7.65M +$1.38M +8,144 +18%
BCM
493
Barrier Capital Management
California
$7.6M +$1.46M +8,630 +20%
FHA
494
First Horizon Advisors
Tennessee
$7.6M -$66.5K -392 -0.7%
AC
495
Abbrea Capital
California
$7.56M -$182K -1,073 -2%
ZCA
496
Zeke Capital Advisors
Pennsylvania
$7.53M -$30.1M -177,580 -77%
NAMM
497
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.46M -$214K -1,264 -2%
BFS
498
Bradley Foster & Sargent
Connecticut
$7.45M -$1.38M -8,148 -14%
AHC
499
Adell Harriman & Carpenter
Texas
$7.43M -$927K -5,464 -10%
SAM
500
Sycomore Asset Management
France
$7.43M -$1.37M -8,058 -14%

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.