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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
WPW
976
Waldron Private Wealth
Pennsylvania
$1.54M +$217K +1,280 +14%
BCM
977
Boltwood Capital Management
California
$1.54M +$18K +106 +1%
WP
978
WealthShield Partners
North Carolina
$1.54M +$206K +1,216 +13%
HW
979
Hancock Whitney
Mississippi
$1.53M -$289K -1,704 -14%
RSVP
980
Ramsay Stattman Vela & Price
Colorado
$1.53M
GBT
981
Grove Bank & Trust
Florida
$1.53M +$18.7K +110 +1%
SC
982
Slow Capital
California
$1.52M -$162K -953 -8%
SWMG
983
Signature Wealth Management Group
Georgia
$1.52M -$114K -670 -6%
IFWM
984
Institute for Wealth Management
Colorado
$1.51M -$33.6K -198 -2%
WF
985
Welch & Forbes
Massachusetts
$1.5M +$53.8K +317 +3%
Koshinski Asset Management
986
Koshinski Asset Management
Illinois
$1.5M +$83.1K +490 +5%
CWMU
987
Caliber Wealth Management (Utah)
Utah
$1.5M +$59.7K +352 +4%
NFC
988
Northeast Financial Consultants
Connecticut
$1.49M +$190K +1,123 +12%
RMC
989
Resources Management Corp
Connecticut
$1.49M +$28.7K +169 +2%
WPC
990
Wedmont Private Capital
Pennsylvania
$1.47M -$533K -3,145 -23%
GWMIA
991
Global Wealth Management Investment Advisory
Florida
$1.47M +$72.1K +425 +4%
NL
992
NVWM LLC
Pennsylvania
$1.47M +$727K +4,290 +73%
NB
993
Nicolet Bankshares
Wisconsin
$1.47M +$37.1K +219 +2%
SBH
994
Segall Bryant & Hamill
Illinois
$1.46M -$38.2K -225 -2%
FHB
995
First Hawaiian Bank
Hawaii
$1.46M +$234K +1,378 +16%
EFM
996
E Fund Management
China
$1.45M -$60.7K -358 -3%
GAM
997
Grandview Asset Management
Pennsylvania
$1.45M -$182K -1,076 -10%
MA
998
Modus Advisors
Minnesota
$1.44M +$40.9K +241 +2%
BB
999
Bell Bank
North Dakota
$1.44M -$94.3K -556 -5%
ZCM
1000
Zenyatta Capital Management
Delaware
$1.44M +$848K +5,000 +100%

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.