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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
CNC
951
Citizens & Northern Corp
Pennsylvania
$1.66M +$1.19K +7 +0.1%
RC
952
Resonate Capital
California
$1.66M -$57.7K -340 -3%
QCM
953
Quantinno Capital Management
New York
$1.66M +$164K +969 +9%
HFRG
954
Houlihan Financial Resource Group
Virginia
$1.66M +$2.03M +11,988 New
JHCP
955
Jackson Hole Capital Partners
Oklahoma
$1.65M +$27.5K +162 +1%
RC
956
RDST Capital
Washington
$1.64M +$1.93M +11,400 New
AWS
957
AJ Wealth Strategies
New York
$1.64M -$814K -4,801 -30%
LWAC
958
Laurel Wealth Advisors (California)
California
$1.63M +$103K +607 +6%
GGI
959
GPM Growth Investors
Michigan
$1.63M +$38.7K +228 +2%
TAM
960
Trust Asset Management
Texas
$1.63M +$144K +848 +8%
FWM
961
Finer Wealth Management
Massachusetts
$1.62M +$32.2K +190 +2%
FCA
962
FinTrust Capital Advisors
South Carolina
$1.61M +$64.4K +380 +4%
IP
963
Intellectus Partners
California
$1.6M +$219K +1,292 +13%
WI
964
Wahed Invest
New York
$1.59M +$133K +783 +8%
S
965
SignatureFD
Georgia
$1.59M -$605K -3,568 -24%
TSWM
966
Triangle Securities Wealth Management
North Carolina
$1.58M +$31.4K +185 +2%
MUAMU
967
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.58M -$1.87M -11,000 -50%
IIA
968
IPG Investment Advisors
California
$1.58M +$93.6K +552 +5%
HG
969
Herbst Group
Connecticut
$1.57M -$17K -100 -0.9%
MWM
970
Mission Wealth Management
California
$1.56M +$229K +1,353 +14%
CC
971
Courier Capital
New York
$1.56M -$65.3K -385 -3%
DT
972
Diversified Trust
Tennessee
$1.56M +$177K +1,042 +11%
CAIMH
973
Central Asset Investments & Management Holdings
Hong Kong
$1.55M +$526K +3,100 +40%
DPIM
974
Duff & Phelps Investment Management
Illinois
$1.55M +$56K +330 +3%
CCB
975
Country Club Bank
Missouri
$1.55M -$5.93K -35 -0.3%

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.