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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
AL
1001
Aspiriant LLC
California
$2.61M +$79.5K +313 +3%
AWM
1002
Altium Wealth Management
New York
$2.6M +$56.1K +221 +2%
IWS
1003
Insight Wealth Strategies
California
$2.6M +$76.4K +301 +3%
AFP
1004
Ausdal Financial Partners
Iowa
$2.59M +$649K +2,555 +37%
SC
1005
Sawyer & Company
Massachusetts
$2.58M +$71.1K +280 +3%
ED
1006
Exane Derivatives
France
$2.57M +$21.1K +83 +0.9%
S
1007
Seeyond
France
$2.56M -$294K -1,156 -11%
AWAG
1008
ARS Wealth Advisors Group
Florida
$2.56M +$2.4M +9,432 New
CI
1009
Conning Inc
Connecticut
$2.55M -$241K -949 -9%
WANY
1010
Wealthspire Advisors (New York)
New York
$2.54M +$2.04M +8,032 +610%
TPCW
1011
TD Private Client Wealth
New York
$2.53M -$78.5K -309 -3%
PMG
1012
ProVise Management Group
Florida
$2.51M +$25.1K +99 +1%
GCAC
1013
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.51M +$124K +490 +6%
MMC
1014
Mizuho Markets Cayman
Cayman Islands
$2.5M -$7.04M -27,729 -75%
IFWM
1015
Institute for Wealth Management
Colorado
$2.5M +$27.9K +110 +1%
MMA
1016
Miracle Mile Advisors
California
$2.5M +$254K +1,001 +12%
ECU
1017
Eisler Capital (UK)
United Kingdom
$2.49M +$2.33M +9,170 New
I
1018
INVST
Indiana
$2.48M +$50.5K +199 +2%
TCM
1019
Teza Capital Management
Illinois
$2.46M -$1.19M -4,681 -34%
STC
1020
Sarah T. Connolly
$2.46M +$3.05K +12 +0.1%
IA
1021
IFP Advisors
Florida
$2.46M -$771K -3,034 -25%
VCM
1022
Vision Capital Management
Oregon
$2.45M +$134K +528 +6%
TIA
1023
Tiemann Investment Advisors
California
$2.44M -$41.9K -165 -2%
MKA
1024
M. Kulyk & Associates
Georgia
$2.44M +$146K +576 +7%
VFM
1025
Viking Fund Management
North Dakota
$2.44M – – –
39 40
41
42 43

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.