We are live on ! Find out more
CRM icon

Salesforce

2,137 hedge funds and large institutions have $128B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 945 increasing their positions, 840 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 840

7% more call options, than puts

Call options by funds: $3.81B | Put options by funds: $3.56B

0.16% more ownership

Funds ownership: 77.95%78.11% (+0.16%)

6% less funds holding

Funds holding: 2,2782,137 (-141)

10% less funds holding in top 10

Funds holding in top 10: 9989 (-10)

38% less capital invested

Capital invested by funds: $204B → $128B (-$76.7B)

44% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 244

Holders
2,137
Holders Change
-141
Holders Change %
-6.19%
% of All Funds
35.99%
Holding in Top 10
89
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.1%
% of All Funds
1.5%
New
137
Increased
945
Reduced
840
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
HHLR Advisors
Cayman Islands
$384M +$36.6M +207,300 +10%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$357M +$76.2M +431,285 +25%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$353M +$56.2M +318,343 +17%
CS
54
Credit Suisse
Switzerland
$346M +$25.9M +146,761 +8%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$334M -$3.71M -21,010 -1%
BI
56
BlueSpruce Investments
Illinois
$333M +$357M +2,018,672 New
RJA
57
Raymond James & Associates
Florida
$325M -$36.3M -205,544 -9%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$320M +$5.89M +33,361 +2%
First Eagle Investment Management
59
First Eagle Investment Management
New York
$312M -$3.47M -19,633 -1%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$310M +$4.14M +23,450 +1%
First Trust Advisors
61
First Trust Advisors
Illinois
$305M -$34M -192,371 -9%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$304M -$83.1M -470,250 -20%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$302M +$29.4M +166,397 +10%
MG
64
Meritage Group
California
$295M -$105M -596,388 -25%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$294M +$60.1M +340,014 +24%
FCM
66
Farallon Capital Management
California
$290M +$106K +600 +0%
Capital World Investors
67
Capital World Investors
California
$290M +$180M +1,016,336 +137%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$286M +$3.79M +21,465 +1%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$275M +$16.3M +92,510 +6%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$273M +$9.43M +53,388 +3%
Barclays
71
Barclays
United Kingdom
$265M -$51.1M -289,429 -15%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$259M -$5.33M -30,153 -2%
PI
73
Putnam Investments
Massachusetts
$258M -$91.6M -518,238 -25%
AllianceBernstein
74
AllianceBernstein
Tennessee
$252M -$1.52M -8,588 -0.6%
American Century Companies
75
American Century Companies
Missouri
$245M -$36.6M -207,141 -12%

CRM Hedge Fund Activity: Q2 2022 in Review

2,137 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2022, worth a combined $128B — down 38% from $204B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of CRM and 137 opened new positions — a net loss of 107 holders — while 840 trimmed existing stakes and 945 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.38B. The largest seller was Fidelity Investments, cutting an estimated $2.07B.

  • 2,137 institutional investors held Salesforce (CRM) as of Q2 2022, down from 2,278 in Q1 2022.
  • Funds reported $128B of Salesforce stock for Q2 2022, down 38% quarter-over-quarter.
  • 137 funds opened new Salesforce positions in Q2 2022 and 244 closed out, a net change of -107 holders.
  • The largest Salesforce buyer in Q2 2022 was T. Rowe Price Associates, an estimated $2.38B added.
  • The largest Salesforce seller in Q2 2022 was Fidelity Investments, an estimated $2.07B sold.

Based on aggregated 13F filings for Q2 2022.