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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
AAS
601
Avantax Advisory Services
Texas
$5.04M +$124K +730 +2%
SM
602
SG3 Management
Puerto Rico
$5.03M +$5.93M +35,000 New
HLC
603
Hunt Lane Capital
New York
$5.03M +$848K +5,000 +17%
KIA
604
KCM Investment Advisors
California
$5.03M -$345K -2,036 -6%
TI
605
Trexquant Investment
Connecticut
$5.02M +$1.38M +8,162 +31%
SCA
606
Stonebridge Capital Advisors
Minnesota
$5M +$795K +4,686 +16%
MHC
607
Meyer Handelman Company
New York
$4.99M
SPIO
608
Seven Post Investment Office
California
$4.98M
WMSA
609
Weiss Multi-Strategy Advisers
New York
$4.97M +$5.3M +31,265 +940%
GIM
610
Grassi Investment Management
California
$4.95M -$964K -5,688 -14%
OPCM
611
Osborne Partners Capital Management
California
$4.92M +$414K +2,444 +8%
WTC
612
WhitTier Trust Company
Nevada
$4.9M -$199K -1,176 -3%
SC
613
Seldon Capital
California
$4.88M +$5.61M +33,100 +4,122%
ECM
614
ExodusPoint Capital Management
New York
$4.87M -$7.09M -41,841 -55%
TM
615
Tiger Management
New York
$4.85M +$5.71M +33,700 New
Acadian Asset Management
616
Acadian Asset Management
Massachusetts
$4.84M +$2.19M +12,892 +62%
ACA
617
Aptus Capital Advisors
Alabama
$4.84M -$2.55M -15,025 -31%
AIM
618
Aigen Investment Management
New York
$4.78M +$4.69M +27,641 +497%
BRWA
619
B. Riley Wealth Advisors
Florida
$4.75M +$870K +5,129 +18%
EWA
620
Exencial Wealth Advisors
Oklahoma
$4.74M -$577K -3,404 -9%
FFA
621
Fragasso Financial Advisors
Pennsylvania
$4.71M +$1.29M +7,586 +30%
GVAG
622
Great Valley Advisor Group
Delaware
$4.71M +$724K +4,272 +15%
CAM
623
Cresset Asset Management
Illinois
$4.68M +$426K +2,512 +8%
AAM
624
Autus Asset Management
Arizona
$4.66M -$36.6K -216 -0.7%
CSPIA
625
Cary Street Partners Investment Advisory
Virginia
$4.65M +$288K +1,700 +6%

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.