We are live on ! Find out more
CRM icon

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
MCM
751
MAI Capital Management
Ohio
$3.07M -$60.7K -358 -2%
NA
752
NewEdge Advisors
Louisiana
$3.04M -$39.2K -231 -1%
EVM
753
Evelyn V. Moreno
$3.03M -$3.78M -22,282 -51%
HCM
754
Harvey Capital Management
Florida
$3.03M +$3.17M +18,680 +778%
AAF
755
Andra AP-fonden
Sweden
$3.02M
LMIM
756
Lockheed Martin Investment Management
Maryland
$3.02M +$1.28M +7,570 +56%
HCA
757
Harbour Capital Advisors
Virginia
$3.02M -$550K -3,245 -14%
CI
758
Ceera Investments
Texas
$3.01M +$3.54M +20,900 New
H
759
HoyleCohen
California
$3M +$60.9K +359 +2%
OCM
760
Once Capital Management
New York
$2.99M
AWA
761
Arkadios Wealth Advisors
Georgia
$2.99M +$154K +910 +5%
BHIA
762
Birch Hill Investment Advisors
Massachusetts
$2.98M -$587K -3,462 -14%
IWA
763
Icon Wealth Advisors
Texas
$2.98M +$3.51M +20,719 New
SC
764
Sawyer & Company
Massachusetts
$2.97M +$1.85M +10,931 +112%
EWM
765
Elite Wealth Management
Washington
$2.96M -$407K -2,401 -10%
BCA
766
Bray Capital Advisors
Florida
$2.95M +$14.1K +83 +0.4%
SAM
767
Sabadell Asset Management
Spain
$2.94M +$2.18M +12,833 +215%
BC
768
Breakline Capital
New York
$2.9M +$3.42M +20,196 New
LFG
769
Lazard Frères Gestion
France
$2.9M
GPTE
770
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.89M
ACM
771
Aljian Capital Management
Nevada
$2.89M -$7.46K -44 -0.2%
BFM
772
Boston Financial Management
Massachusetts
$2.89M +$2.93M +17,287 +620%
GP
773
Girard Partners
Pennsylvania
$2.88M -$44.9K -265 -1%
TCOK
774
Trust Company of Kansas
Kansas
$2.88M -$1.25M -7,370 -27%
HI
775
Horizon Investments
North Carolina
$2.87M +$1.44M +8,474 +74%

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.