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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
VI
701
Vestcor Inc
New Brunswick, Canada
$3.57M +$321K +1,894 +8%
HAS
702
HBW Advisory Services
California
$3.53M +$96.1K +567 +2%
BAMF
703
BI Asset Management Fondsmaeglerselskab
Denmark
$3.52M -$4.15M -24,502 -50%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$3.52M +$2.35M +13,880 +131%
FFWA
705
FRG Family Wealth Advisors
Washington
$3.51M +$52.1K +307 +1%
CCM
706
Cohen Capital Management
California
$3.5M +$1.02K +6 +0%
MWM
707
Meridian Wealth Management
Kentucky
$3.5M +$1.36M +8,013 +49%
AA
708
ALPS Advisors
Colorado
$3.5M -$406K -2,396 -9%
WC
709
Whitney & Co
New York
$3.49M -$7.29K -43 -0.2%
TCM
710
Teza Capital Management
Illinois
$3.48M +$2.47M +14,596 +153%
STA
711
Summit Trail Advisors
New York
$3.44M -$102K -599 -2%
HCA
712
Harbor Capital Advisors
Illinois
$3.44M -$448K -2,643 -10%
CIP
713
Chartwell Investment Partners
Pennsylvania
$3.43M -$26.1K -154 -0.6%
SF
714
Summit Financial
New Jersey
$3.43M +$208K +1,225 +5%
AW
715
ACG Wealth
Georgia
$3.41M +$286K +1,684 +8%
PT
716
Plimoth Trust
Massachusetts
$3.4M +$131K +775 +3%
SFI
717
Siemens Fonds Invest
Germany
$3.4M -$109K -645 -3%
AUB
718
Atlantic Union Bankshares
Virginia
$3.38M -$42.9K -253 -1%
KCM
719
Kornitzer Capital Management
Kansas
$3.38M -$288K -1,699 -7%
RAM
720
Roanoke Asset Management
New Jersey
$3.38M +$1.92M +11,351 +94%
ISB
721
Iowa State Bank
Iowa
$3.37M +$2.2K +13 +0.1%
BCM
722
Bayesian Capital Management
New York
$3.35M +$3.95M +23,300 New
CT
723
Caldwell Trust
Florida
$3.34M -$40.9K -241 -1%
Cetera Investment Advisers
724
Cetera Investment Advisers
Illinois
$3.34M -$3.06M -18,036 -44%
IC
725
Inverness Counsel
New York
$3.34M +$1.92M +11,325 +95%

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.