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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
DWA
551
Douglass Winthrop Advisors
New York
$6.1M -$199K -1,172 -3%
WSFS
552
Wilmington Savings Fund Society
Delaware
$6.09M +$246K +1,452 +4%
SHGA
553
Sand Hill Global Advisors
California
$6.03M -$12.2K -72 -0.2%
AIM
554
Allen Investment Management
New York
$5.99M -$113K -669 -2%
SAM
555
Shell Asset Management
Netherlands
$5.97M -$1.8M -10,596 -20%
CWM
556
CMH Wealth Management
New Hampshire
$5.95M +$372K +2,192 +6%
ACP
557
Ashfield Capital Partners
California
$5.93M -$578K -3,406 -8%
E
558
Ergoteles
New York
$5.92M -$7.65M -45,128 -52%
BPA
559
Beacon Pointe Advisors
California
$5.9M -$1.47M -8,662 -17%
PFS
560
Prospera Financial Services
Texas
$5.85M +$27.6K +163 +0.4%
Wealthfront Advisers
561
Wealthfront Advisers
California
$5.82M -$6.76M -39,839 -50%
ASN
562
Advisory Services Network
Georgia
$5.82M -$1.2M -7,104 -15%
DJSG
563
D.J. St. Germain
Massachusetts
$5.81M
TF
564
TLWM Financial
Texas
$5.79M +$9.6M +56,615 +861%
WS
565
Wedbush Securities
California
$5.76M +$200K +1,179 +3%
PIMJS
566
PKO Investment Management Joint-Stock
Poland
$5.75M +$3.73M +22,000 +122%
BWFA
567
Baltimore-Washington Financial Advisors
Maryland
$5.75M -$620K -3,658 -8%
BHB
568
Bank Hapoalim BM
Israel
$5.74M +$53.1K +313 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
569
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.74M -$17.5M -102,916 -72%
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$5.71M -$395K -2,330 -6%
CG
571
Cutler Group
California
$5.71M +$974K +5,745 +17%
CB
572
Commerce Bank
Missouri
$5.69M +$46.5K +274 +0.7%
OCAM
573
Onex Canada Asset Management
Ontario, Canada
$5.68M -$45.3K -267 -0.7%
EWM
574
Evercore Wealth Management
New York
$5.66M -$26.5K -156 -0.4%
SPC
575
Sigma Planning Corp
Michigan
$5.65M +$74.6K +440 +1%

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.