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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
BJL
651
Brighton Jones LLC
Washington
$4.21M -$146K -859 -3%
DY
652
Dowling & Yahnke
California
$4.16M +$56K +330 +1%
SCM
653
Sandler Capital Management
New York
$4.14M -$13.1M -76,986 -73%
KPWS
654
Kestra Private Wealth Services
Texas
$4.12M -$929K -5,479 -16%
SA
655
Strategic Advisors
New York
$4.1M -$144K -852 -3%
NCM
656
Novare Capital Management
North Carolina
$4.1M -$1.41M -8,326 -23%
CK
657
Cohen Klingenstein
New York
$4.07M
AWMT
658
AAFMAA Wealth Management & Trust
North Carolina
$4.05M -$126K -746 -3%
FLPIM
659
F.L. Putnam Investment Management
Massachusetts
$4.03M -$52.7K -311 -1%
CCP
660
Corient Capital Partners
California
$4.03M
ITFISA
661
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.01M -$516K -3,045 -10%
MCM
662
McRae Capital Management
New Jersey
$3.97M -$2.92M -17,225 -38%
CIG
663
Consolidated Investment Group
Colorado
$3.97M
MWM
664
Marietta Wealth Management
Georgia
$3.97M +$236K +1,394 +5%
M
665
Mirova
France
$3.97M -$438K -2,582 -9%
TI
666
Tidal Investments
Wisconsin
$3.95M -$9.33K -55 -0.2%
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92M +$582K +3,432 +14%
GLAM
668
Gardner Lewis Asset Management
Pennsylvania
$3.9M -$122K -720 -3%
MP
669
Marlowe Partners
New York
$3.88M -$2.04M -12,053 -31%
BFEC
670
Benjamin F. Edwards & Company
Missouri
$3.86M +$270K +1,594 +6%
SGDR
671
SPX Gestao de Recursos
Brazil
$3.84M -$3.98M -23,470 -47%
UC
672
Unio Capital
New Jersey
$3.83M -$2.1M -12,378 -32%
MGWM
673
Marks Group Wealth Management
Minnesota
$3.81M +$112K +659 +3%
DBG
674
De Burlo Group
Massachusetts
$3.8M +$4.48M +26,404 New
SAM
675
Shikiar Asset Management
New York
$3.79M -$34.4K -203 -0.8%

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.