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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
PWP
851
Private Wealth Partners
California
$2.29M +$32.6K +192 +1%
AAM
852
Advisors Asset Management
Colorado
$2.29M -$325K -1,916 -11%
TCOT
853
Trust Company of Toledo
Ohio
$2.27M -$157K -927 -6%
PCOC
854
Power Corp of Canada
Canada
$2.26M +$402K +2,368 +18%
APA
855
American Portfolios Advisors
New York
$2.26M -$7.46K -44 -0.3%
QP
856
Quilter Plc
United Kingdom
$2.25M -$51.2K -302 -2%
SAI
857
Systematic Alpha Investments
New Jersey
$2.25M
BHA
858
Beech Hill Advisors
New York
$2.24M -$848 -5 -0%
AFA
859
Arlington Financial Advisors
California
$2.24M -$74.6K -440 -3%
CWM
860
Cabot Wealth Management
Massachusetts
$2.23M -$253K -1,494 -9%
NB
861
NBT Bank
New York
$2.23M +$34.3K +202 +1%
CG
862
Caprock Group
Idaho
$2.22M -$50.9K -300 -2%
SC
863
Scholtz & Company
Connecticut
$2.21M -$2.13M -12,536 -47%
WR
864
WD Rutherford
Oregon
$2.2M -$42.4K -250 -2%
SWA
865
SFMG Wealth Advisors
Texas
$2.2M +$422K +2,486 +19%
GWM
866
Geneos Wealth Management
Colorado
$2.19M +$2.35M +13,861 +993%
FTDI
867
First Trust Direct Indexing
Massachusetts
$2.19M -$219K -1,289 -8%
MIFH
868
Migdal Insurance & Financial Holdings
Israel
$2.18M +$1.26M +7,403 +101%
SAM
869
Sompo Asset Management
Japan
$2.18M +$463K +2,730 +22%
DBT
870
Dubuque Bank & Trust
Iowa
$2.16M -$196K -1,154 -7%
CGL
871
Clarius Group LLC
Washington
$2.16M +$46K +271 +2%
TCCM
872
Timber Creek Capital Management
Massachusetts
$2.15M +$2.54M +14,970 New
LWANC
873
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M -$2.04K -12 -0.1%
HZ
874
Hixon Zuercher
Ohio
$2.14M +$129K +762 +5%
NPT
875
Nixon Peabody Trust
Massachusetts
$2.13M -$1.95M -11,515 -44%

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.