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
SLI
876
Sumitomo Life Insurance
Japan
$2.13M -$312K -1,839 -11%
IRAG
877
Investment Research & Advisory Group
Georgia
$2.13M +$110K +650 +5%
CBB
878
Citizens Business Bank
California
$2.12M -$75.6K -446 -3%
PCM
879
Prelude Capital Management
New York
$2.11M +$615K +3,627 +33%
LOAMS
880
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.06M -$43.7K -258 -2%
SS
881
Sunbelt Securities
Texas
$2.06M +$545K +3,216 +29%
WSCM
882
Wellington Shields Capital Management
New York
$2.06M -$2.93M -17,265 -19%
DAS
883
Dynamic Advisor Solutions
Arizona
$2.06M +$155K +913 +7%
STC
884
Sarah T. Connolly
$2.06M -$62.9K -371 -3%
BAM
885
Beaumont Asset Management
Texas
$2.05M +$19.5K +115 +0.8%
SIA
886
SeaBridge Investment Advisors
New Jersey
$2.04M +$60.4K +356 +3%
VIA
887
Vickerman Investment Advisors
Washington
$2.03M +$382K +2,254 +19%
IBOK
888
Independence Bank of Kentucky
Kentucky
$2.02M +$224K +1,321 +10%
FNT
889
First Nebraska Trust
Nebraska
$2.02M +$1.07M +6,289 +81%
CCM
890
Canal Capital Management
Virginia
$2M +$465K +2,743 +25%
WAS
891
Winch Advisory Services
Wisconsin
$2M -$45.8K -270 -2%
BBHC
892
Brown Brothers Harriman & Co
New York
$1.99M +$1.14M +6,740 +95%
AWM
893
Avior Wealth Management
Nebraska
$1.97M -$3.22K -19 -0.1%
MYAM
894
Meiji Yasuda Asset Management
Japan
$1.97M -$383K -2,259 -14%
AWM
895
Apollon Wealth Management
South Carolina
$1.97M -$48K -283 -2%
GWSG
896
GPS Wealth Strategies Group
Colorado
$1.97M -$1.22M -7,216 -35%
GCM
897
Geneva Capital Management
Wisconsin
$1.96M -$678 -4 -0%
CAM
898
Cozad Asset Management
Illinois
$1.96M -$29K -171 -1%
OIA
899
OneDigital Investment Advisors
Kansas
$1.96M +$17.3K +102 +0.8%
CNC
900
Canandaigua National Corp
New York
$1.95M +$94.4K +557 +4%

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.