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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
CI
526
Carroll Investors
South Carolina
$6.68M +$578K +3,410 +8%
Mercer Global Advisors
527
Mercer Global Advisors
Colorado
$6.68M -$619K -3,652 -7%
ECM
528
Exchange Capital Management
Michigan
$6.64M +$375K +2,209 +5%
NRS
529
Neville Rodie & Shaw
New York
$6.63M -$494K -2,914 -6%
SWM
530
Selective Wealth Management
Virginia
$6.62M -$192K -1,134 -2%
WorldQuant Millennium Advisors
531
WorldQuant Millennium Advisors
New York
$6.56M +$7.73M +45,603 New
AAS
532
Annex Advisory Services
Wisconsin
$6.53M +$395K +2,329 +5%
ALAM
533
Asahi Life Asset Management
Japan
$6.49M -$320K -1,888 -4%
ACIM
534
Azimuth Capital Investment Management
Michigan
$6.49M -$17.6K -104 -0.2%
CCM
535
Covington Capital Management
California
$6.48M -$157K -925 -2%
JMFC
536
J.M. Forbes & Co
Massachusetts
$6.39M +$38.5K +227 +0.5%
EIM
537
Essex Investment Management
Massachusetts
$6.38M +$5.01M +29,542 +199%
CWP
538
CFM Wealth Partners
Texas
$6.3M -$103K -606 -1%
BCV
539
Banque Cantonale Vaudoise
Switzerland
$6.29M -$1.16M -6,814 -13%
IB
540
Iyo Bank
Japan
$6.26M
AIM
541
Achmea Investment Management
Netherlands
$6.25M -$1.09M -6,444 -13%
EOJOAM
542
E. Ohman J:or Asset Management
Sweden
$6.24M -$119K -700 -2%
RIL
543
Rothschild Investment LLC
Illinois
$6.23M -$38K -224 -0.5%
IMRF
544
Illinois Municipal Retirement Fund
Illinois
$6.21M
EI
545
Ethic Inc
New York
$6.21M +$63.6K +375 +0.9%
ER
546
EVR Research
Virginia
$6.18M +$780K +4,600 +12%
M
547
MOTCO
Texas
$6.16M +$405K +2,386 +6%
KA
548
Kintegral Advisory
New York
$6.14M
HCM
549
Hillman Capital Management
Maryland
$6.12M +$52.7K +311 +0.7%
WMC
550
Westwood Management Corporation
Illinois
$6.1M -$224K -1,323 -3%

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.