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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
DIA
826
Dana Investment Advisors
Wisconsin
$2.44M -$22.7K -134 -0.8%
TPCW
827
TD Private Client Wealth
New York
$2.44M +$75.8K +447 +3%
DCM
828
Dupont Capital Management
Delaware
$2.44M -$1.66M -9,764 -36%
BAM
829
Blueshift Asset Management
New Jersey
$2.44M +$2.51M +14,803 +678%
TCA
830
Transcend Capital Advisors
New Jersey
$2.43M +$41.4K +244 +1%
JWCA
831
J.W. Cole Advisors
Florida
$2.43M +$112K +662 +4%
CF
832
Centaurus Financial
California
$2.43M +$121K +712 +4%
HNW
833
High Note Wealth
Minnesota
$2.42M -$81.4K -480 -3%
BAM
834
Belpointe Asset Management
Nevada
$2.41M -$130K -768 -4%
GGHC
835
Gilder Gagnon Howe & Co
New York
$2.41M -$3.23M -19,063 -53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
836
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.4M +$192K +1,132 +7%
CWP
837
Capital Wealth Planning
Florida
$2.4M +$2.83M +16,692 New
KAS
838
Kemnay Advisory Services
New York
$2.39M -$1.89M -11,160 -40%
LW
839
Linscomb Wealth
Texas
$2.39M +$75.6K +446 +3%
HBT
840
Hills Bank & Trust
Iowa
$2.39M +$120K +706 +4%
DAM
841
Deltec Asset Management
New York
$2.39M +$50.9K +300 +2%
PAM
842
Pegasus Asset Management
New York
$2.37M -$6.27K -37 -0.2%
ATC
843
Argent Trust Co
Tennessee
$2.36M +$44.9K +265 +2%
TC
844
Telemus Capital
Michigan
$2.33M +$127K +749 +5%
CCG
845
Cypress Capital Group
Florida
$2.33M -$279K -1,645 -9%
MYLI
846
Meiji Yasuda Life Insurance
Japan
$2.31M +$353K +2,080 +15%
CA
847
Clearstead Advisors
Ohio
$2.31M -$229K -1,350 -8%
KFBMI
848
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.3M
I
849
INVST
Indiana
$2.29M +$17.3K +102 +0.7%
BC
850
Brookfield Corp
Ontario, Canada
$2.29M -$3.46M -20,383 -56%

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.