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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
VAS
576
Vestmark Advisory Solutions
Massachusetts
$5.62M -$80.7K -476 -1%
SCM
577
Shelton Capital Management
Colorado
$5.62M +$2.31M +13,600 +53%
KeyBank National Association
578
KeyBank National Association
Ohio
$5.61M -$553K -3,264 -8%
JIC
579
Johnson Investment Counsel
Ohio
$5.61M +$158K +932 +2%
MC
580
Moors & Cabot
Massachusetts
$5.6M +$37K +218 +0.6%
CTC
581
Central Trust Company
Missouri
$5.6M -$267K -1,576 -4%
USAA
582
United Services Automobile Association
Texas
$5.56M +$436K +2,573 +7%
PA
583
Parallel Advisors
California
$5.55M -$76.6K -452 -1%
TCOV
584
Trust Company of Vermont
Vermont
$5.49M +$337K +1,987 +5%
FNT
585
First National Trust
Pennsylvania
$5.4M +$129K +760 +2%
RIA
586
RPG Investment Advisory
California
$5.39M +$1.05M +6,170 +20%
MIC
587
Means Investment Company
Maine
$5.37M -$6.1K -36 -0.1%
VFA
588
Valeo Financial Advisors
Indiana
$5.35M +$336K +1,979 +2%
YWP
589
YorkBridge Wealth Partners
New York
$5.34M +$617K +3,637 +11%
RC
590
RegentAtlantic Capital
New Jersey
$5.33M -$720K -4,249 -10%
NMIMC
591
Northwestern Mutual Investment Management Company
Wisconsin
$5.32M -$1.1M -6,493 -15%
PA
592
Profund Advisors
Maryland
$5.26M +$262K +1,546 +4%
CUAMC
593
China Universal Asset Management Company
China
$5.26M -$451K -2,657 -7%
OPS
594
Orion Portfolio Solutions
Nebraska
$5.19M +$290K +1,709 +5%
Lord, Abbett & Co
595
Lord, Abbett & Co
New Jersey
$5.15M +$1.62M +9,562 +36%
WIM
596
Waverton Investment Management
United Kingdom
$5.15M -$938K -5,532 -13%
AI
597
AXS Investments
New York
$5.14M -$335K -1,973 -5%
KRSITF
598
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.13M +$291K +1,714 +5%
MIAN
599
Mariner Independent Advisor Network
Kansas
$5.09M +$2.18M +12,884 +57%
DADC
600
D.A. Davidson & Co
Montana
$5.06M +$701K +4,133 +13%

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.