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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
RJT
626
Raymond James Trust
Florida
$4.6M +$117K +689 +2%
FT
627
Fiduciary Trust
Massachusetts
$4.59M +$257K +1,517 +5%
HVIA
628
Hudson Valley Investment Advisors
New York
$4.58M +$195K +1,149 +4%
BWL
629
Bogart Wealth LLC
Virginia
$4.57M +$737K +4,344 +16%
OHIS
630
Oak Harvest Investment Services
Texas
$4.55M -$119K -700 -2%
AssetMark Inc
631
AssetMark Inc
California
$4.51M +$675K +3,983 +15%
PCM
632
Parsons Capital Management
Rhode Island
$4.5M -$643K -3,792 -11%
BOTW
633
Bank of the West
California
$4.5M +$56.3K +332 +1%
MS
634
Maven Securities
Jersey
$4.49M +$1.11M +6,561 +27%
FG
635
Fiduciary Group
Georgia
$4.43M -$299K -1,766 -6%
SWIG
636
Strategic Wealth Investment Group
Kentucky
$4.41M +$441K +2,601 +9%
AAM
637
Azzad Asset Management
Virginia
$4.41M +$50.2K +296 +1%
FPCM
638
Financial Partners Capital Management
New York
$4.41M +$47.5K +280 +0.9%
SRC
639
Shufro Rose & Co
New York
$4.34M +$90.4K +533 +2%
WB
640
Webster Bank
Connecticut
$4.32M +$28.3K +167 +0.6%
SAM
641
SP Asset Management
California
$4.32M
GAAM
642
Guinness Atkinson Asset Management
California
$4.32M
AWM
643
Axxcess Wealth Management
California
$4.32M +$1.09M +6,456 +27%
USPCM
644
Union Square Park Capital Management
New York
$4.32M +$5.09M +30,000 New
PP
645
Prudential plc
United Kingdom
$4.31M +$259K +1,526 +5%
WF
646
WoodTrust Financial
Wisconsin
$4.31M +$208K +1,228 +4%
OSAM
647
O'Shaughnessy Asset Management
Connecticut
$4.31M -$82.1K -484 -2%
PSC
648
Prentiss Smith & Co
Vermont
$4.28M -$19.3K -114 -0.4%
LOAME
649
Lombard Odier Asset Management (Europe)
United Kingdom
$4.28M -$372K -2,195 -7%
SWP
650
Stratos Wealth Partners
Ohio
$4.23M -$200K -1,182 -4%

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.