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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
FIB
776
First Interstate Bank
Montana
$2.86M +$293K +1,730 +10%
LFAS
777
Level Four Advisory Services
Texas
$2.85M +$81.4K +480 +2%
MKA
778
M. Kulyk & Associates
Georgia
$2.85M +$714K +4,209 +27%
GEM
779
Global Endowment Management
North Carolina
$2.84M -$1.05M -6,217 -24%
DA
780
Dillon & Associates
Michigan
$2.84M +$186K +1,095 +6%
WIA
781
Westbourne Investment Advisors
Maryland
$2.83M +$16.8K +99 +0.5%
DWT
782
Dorsey & Whitney Trust
South Dakota
$2.83M +$175K +1,033 +6%
BCCM
783
Bridge Creek Capital Management
Massachusetts
$2.82M +$69.7K +411 +2%
SNB
784
Security National Bank
Nebraska
$2.81M -$44.1K -260 -1%
MMA
785
Miracle Mile Advisors
California
$2.81M +$324K +1,910 +11%
ECM
786
Element Capital Management
New York
$2.78M
HT
787
HAP Trading
New York
$2.78M +$964K +5,688 +42%
SC
788
SouthState Corp
Florida
$2.77M -$68.8K -406 -2%
MCP
789
Mirador Capital Partners
California
$2.77M +$74.3K +438 +2%
Balyasny Asset Management
790
Balyasny Asset Management
Illinois
$2.76M +$2.1M +12,393 +182%
TC
791
Tsai Capital
New York
$2.72M +$203K +1,200 +7%
BWA
792
BDO Wealth Advisors
Florida
$2.7M +$8.48K +50 +0.3%
BC
793
Burleson & Co
California
$2.7M +$209K +1,230 +7%
PA
794
Pinnacle Associates
New York
$2.69M +$26.8K +158 +0.9%
KOCAA
795
Knights of Columbus Asset Advisors
Connecticut
$2.67M -$174K -1,029 -5%
AC
796
Asio Capital
Kentucky
$2.67M +$127K +751 +4%
BIP
797
Bouvel Investment Partners
Pennsylvania
$2.67M +$75.6K +446 +2%
ZB
798
Zions Bancorporation
Utah
$2.65M -$178K -1,049 -5%
RWA
799
Roberts Wealth Advisors
California
$2.65M +$128K +755 +5%
PAS
800
Park Avenue Securities
New York
$2.63M +$324K +1,908 +12%

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.