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Salesforce
CRM

2,180 hedge funds and large institutions have $258B invested in Salesforce in 2021 Q3 according to their latest regulatory filings, with 224 funds opening new positions, 1,204 increasing their positions, 528 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 84

128% more repeat investments, than reductions

Existing positions increased: 1,204 | Existing positions reduced: 528

58% more funds holding in top 10

Funds holding in top 10: 100 → 158 (+58)

15% more capital invested

Capital invested by funds: $224B → $258B (+$34.1B)

5% more funds holding

Funds holding: 2,067 → 2,180 (+113)

0.57% more ownership

Funds ownership: 78.83% → 79.41% (+0.57%)

7% less call options, than puts

Call options by funds: $7.86B | Put options by funds: $8.49B

Holders
2,180
Holders Change
+113
Holders Change %
+5.47%
% of All Funds
38.16%
Holding in Top 10
158
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+58%
% of All Funds
2.77%
New
224
Increased
1,204
Reduced
528
Closed
84
Calls
$7.86B
Puts
$8.49B
Net Calls
-$628M
Net Calls Change
+$721M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$960M
2
Invesco
Invesco
Georgia
+$895M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$616M
4
GQG Partners
GQG Partners
Florida
+$550M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$381M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.76B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$363M
3
Goldman Sachs
Goldman Sachs
New York
-$350M
4
Morgan Stanley
Morgan Stanley
New York
-$346M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$299M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
951
Dynamic Advisor Solutions
Arizona
$3.02M +$169K +665 +6%
TM
952
Tiger Management
New York
$3.01M +$2.82M +11,100 New
BCCM
953
Bridge Creek Capital Management
Massachusetts
$3.01M -$8.63K -34 -0.1%
BCM
954
Boltwood Capital Management
California
$3.01M -$8.38K -33 -0.3%
MWA
955
Meridian Wealth Advisors
Texas
$3M +$65.3K +257 +2%
GGI
956
GPM Growth Investors
Michigan
$3M -$11.2K -44 -0.4%
RCM
957
Regency Capital Management
Hawaii
$2.98M -$71.6K -282 -3%
IBOK
958
Independence Bank of Kentucky
Kentucky
$2.98M +$76.2K +300 +3%
PSUF
959
People's United Financial
Connecticut
$2.97M +$30.5K +120 +1%
CAM
960
Cypress Asset Management
Texas
$2.97M +$5.59K +22 +0.2%
USCWA
961
U.S. Capital Wealth Advisors
Texas
$2.96M +$2.77M +10,918 New
IRAG
962
Investment Research & Advisory Group
Georgia
$2.94M -$2.79K -11 -0.1%
SF
963
Summit Financial
New Jersey
$2.94M +$2.34M +9,210 +566%
DIA
964
Dana Investment Advisors
Wisconsin
$2.93M -$290K -1,142 -10%
RE
965
RBC Europe
United Kingdom
$2.93M -$5.35M -21,075 -66%
HWAM
966
Hennion & Walsh Asset Management
New Jersey
$2.92M -$872K -3,434 -24%
AWM
967
Avitas Wealth Management
California
$2.92M -$28.7K -113 -1%
PI
968
PFS Investments
Georgia
$2.92M +$385K +1,517 +19%
BB
969
Berkshire Bank
Massachusetts
$2.92M -$10.4K -41 -0.4%
SIP
970
Stoneridge Investment Partners
Pennsylvania
$2.92M +$2.73M +10,751 New
TF
971
Threadgill Financial
Texas
$2.91M +$2.69M +10,578 New
IAS
972
IMA Advisory Services
Colorado
$2.89M -$126K -498 -4%
FCM
973
Fortis Capital Management
Washington
$2.89M -$22.9K -90 -0.8%
AWM
974
Apollon Wealth Management
South Carolina
$2.88M +$896K +3,527 +50%
PH
975
Pinnacle Holdings
Oklahoma
$2.87M -$63.5K -250 -2%
37 38
39
40 41

CRM Hedge Fund Activity: Q3 2021 in Review

2,180 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2021, worth a combined $258B — up 15% from $224B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new CRM positions and 84 closed out — a net gain of 140 holders — while 1,204 added to existing stakes and 528 trimmed.

The largest buyer was BlackRock, adding an estimated $960M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.76B.

  • 2,180 institutional investors held Salesforce (CRM) as of Q3 2021, up from 2,067 in Q2 2021.
  • Funds reported $258B of Salesforce stock for Q3 2021, up 15% quarter-over-quarter.
  • 224 funds opened new Salesforce positions in Q3 2021 and 84 closed out, a net change of +140 holders.
  • The largest Salesforce buyer in Q3 2021 was BlackRock, an estimated $960M added.
  • The largest Salesforce seller in Q3 2021 was T. Rowe Price Associates, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2021.