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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$237M +$20.1M +118,499 +8%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$235M +$34.3M +202,513 +14%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$223M -$46.9M -276,675 -15%
Stifel Financial
79
Stifel Financial
Missouri
$206M +$2.05M +12,112 +0.9%
National Pension Service
80
National Pension Service
South Korea
$203M +$6.84M +40,361 +3%
Capital World Investors
81
Capital World Investors
California
$195M -$68.6M -404,721 -23%
DnB Asset Management
82
DnB Asset Management
Norway
$192M +$2.25M +13,287 +1%
Citigroup
83
Citigroup
New York
$188M -$23M -135,778 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
84
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$183M +$729K +4,300 +0.3%
PC
85
PointState Capital
New York
$182M +$214M +1,263,206 New
JMPWA
86
JP Morgan Private Wealth Advisors
California
$179M +$23.3M +137,349 +12%
Select Equity Group
87
Select Equity Group
New York
$173M +$89.1M +525,635 +78%
EVM
88
Eaton Vance Management
Massachusetts
$166M +$16.3M +95,929 +9%
HL
89
Harding Loevner
New Jersey
$164M +$59.4M +350,575 +44%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$162M +$32.7K +193 +0%
William Blair Investment Management
91
William Blair Investment Management
Illinois
$161M -$843K -4,970 -0.4%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$159M -$2.5M -14,768 -1%
Prudential Financial
93
Prudential Financial
New Jersey
$158M +$7.81M +46,054 +4%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$157M -$33.4M -196,896 -15%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$157M -$12.3M -72,303 -6%
VanEck Associates
96
VanEck Associates
New York
$157M +$29M +171,083 +19%
Axa
97
Axa
France
$155M -$13.1M -77,145 -7%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$154M +$1.45M +8,543 +0.8%
William Blair & Company
99
William Blair & Company
Illinois
$149M +$1.59M +9,402 +0.9%
DVI
100
Deccan Value Investors
Connecticut
$146M -$27.9M -164,465 -14%

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.