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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
BI
51
BlueSpruce Investments
Illinois
$409M +$139M +821,299 +41%
PIF
52
Public Investment Fund
Saudi Arabia
$381M
VOYA Investment Management
53
VOYA Investment Management
Georgia
$360M +$281M +1,654,889 +195%
HA
54
HHLR Advisors
Cayman Islands
$348M +$15.8M +93,300 +4%
Viking Global Investors
55
Viking Global Investors
Connecticut
$345M +$407M +2,400,649 New
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$327M +$18.1M +106,579 +5%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$325M +$53.9M +317,948 +16%
CS
58
Credit Suisse
Switzerland
$321M +$23.8M +140,444 +7%
Principal Financial Group
59
Principal Financial Group
Iowa
$319M -$45.5M -268,353 -11%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$315M +$58.5M +345,084 +19%
Barclays
61
Barclays
United Kingdom
$311M +$93.6M +551,823 +34%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$301M +$36M +212,464 +11%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$297M +$240M +1,414,894 +217%
FCM
64
Farallon Capital Management
California
$296M +$51.2M +302,000 +17%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$293M +$182M +1,075,588 +112%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$292M +$800K +4,716 +0.2%
RJA
67
Raymond James & Associates
Florida
$288M +$5.85M +34,491 +2%
First Eagle Investment Management
68
First Eagle Investment Management
New York
$277M +$5.55M +32,716 +2%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$274M -$40M -236,173 -11%
American Century Companies
70
American Century Companies
Missouri
$270M +$66.3M +390,813 +26%
First Trust Advisors
71
First Trust Advisors
Illinois
$265M -$1.54M -9,086 -0.5%
MG
72
Meritage Group
California
$261M +$4.39M +25,905 +1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$248M -$1.48M -8,718 -0.5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$248M +$10M +58,993 +4%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$246M +$5.76M +33,988 +2%

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.