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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
BF
501
BOK Financial
Oklahoma
$7.38M -$1.56M -9,226 -15%
CA
502
Cullinan Associates
Kentucky
$7.36M -$339K -2,000 -4%
CGH
503
Crossmark Global Holdings
Texas
$7.35M -$101K -593 -1%
CAM
504
Congress Asset Management
Massachusetts
$7.31M +$1.89M +11,146 +28%
NMERB
505
New Mexico Educational Retirement Board
New Mexico
$7.3M -$644K -3,800 -7%
CTA
506
Chesley Taft & Associates
Illinois
$7.26M +$77.3K +456 +0.9%
XWM
507
Xcel Wealth Management
Florida
$7.24M +$201K +1,185 +2%
VRS
508
Virginia Retirement Systems
Virginia
$7.24M +$8.53M +50,300 New
CIA
509
Covington Investment Advisors
Pennsylvania
$7.22M
FSCM
510
First Sabrepoint Capital Management
Texas
$7.19M -$3.39M -20,000 -29%
SSB
511
Sandy Spring Bank
Maryland
$7.18M -$89.4K -527 -1%
NAM
512
Nexpoint Asset Management
Texas
$7.17M -$1.73M -10,191 -17%
FVWA
513
Foster Victor Wealth Advisors
South Carolina
$7.12M +$528K +3,111 +7%
SCA
514
Stillwater Capital Advisors
Pennsylvania
$7.09M -$72.1K -425 -0.9%
CWM
515
Calamos Wealth Management
Illinois
$7.06M +$59K +348 +0.7%
EGA
516
Eagle Global Advisors
Texas
$7.05M -$782K -4,614 -9%
Verition Fund Management
517
Verition Fund Management
Connecticut
$7.03M +$2.8M +16,510 +51%
PTC
518
Philadelphia Trust Company
Pennsylvania
$7.03M +$584K +3,443 +8%
Credit Agricole
519
Credit Agricole
France
$7.03M -$683K -4,028 -8%
PAM
520
Private Asset Management
California
$6.97M +$484K +2,853 +6%
VLKIM
521
Van Lanschot Kempen Investment Management
Netherlands
$6.94M +$7.39M +43,608 +939%
BCMO
522
Buckingham Capital Management (Ohio)
Ohio
$6.88M +$283K +1,671 +4%
GFA
523
Gifford Fong Associates
California
$6.85M
PIM
524
Progressive Investment Management
Oregon
$6.69M +$16.6K +98 +0.2%
ZCM
525
Ziegler Capital Management
Illinois
$6.68M -$3.85M -22,704 -33%

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.