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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
CA
1026
Callahan Advisors
Texas
$1.34M -$454K -2,675 -22%
S
1027
Seeyond
France
$1.34M -$498K -2,937 -24%
WGCA
1028
Wolf Group Capital Advisors
Virginia
$1.34M -$1.36K -8 -0.1%
NFG
1029
Nations Financial Group
Iowa
$1.33M -$60.2K -355 -4%
IAS
1030
IMA Advisory Services
Colorado
$1.33M -$50.4K -297 -3%
IWM
1031
IHT Wealth Management
Illinois
$1.33M +$365K +2,155 +31%
TIA
1032
Tiemann Investment Advisors
California
$1.32M +$32.2K +190 +2%
MTIC
1033
Missouri Trust & Investment Company
Missouri
$1.32M +$63.1K +372 +4%
PCS
1034
Personal CFO Solutions
New Jersey
$1.32M +$242K +1,429 +18%
QIM
1035
Quantitative Investment Management
Virginia
$1.31M +$1.09M +6,457 +240%
SVWAG
1036
Sound View Wealth Advisors Group
Georgia
$1.31M -$26.6K -157 -2%
CNBT
1037
Cornerstone National Bank & Trust
Illinois
$1.31M +$1.02K +6 +0.1%
EH
1038
Equitable Holdings
New York
$1.31M +$139K +821 +10%
ADL
1039
Asset Dedication LLC
California
$1.31M +$149K +880 +10%
BWM
1040
Baystate Wealth Management
Massachusetts
$1.31M +$4.24K +25 +0.3%
AFAS
1041
Acorn Financial Advisory Services
Virginia
$1.31M +$221K +1,301 +17%
BOM
1042
Bank of Marin
California
$1.31M -$67.5K -398 -4%
V
1043
VeraBank
Texas
$1.3M -$11K -65 -0.7%
OHWP
1044
Oak Harbor Wealth Partners
North Carolina
$1.3M +$74.1K +437 +5%
Financial Engines Advisors
1045
Financial Engines Advisors
California
$1.3M +$40.9K +241 +3%
5L
1046
55I LLC
Massachusetts
$1.29M +$957K +5,644 +170%
PCIG
1047
Partners Capital Investment Group
Massachusetts
$1.29M +$1.52M +8,969 New
KTM
1048
Keeler Thomas Management
Utah
$1.29M +$1.52M +8,968 New
NG
1049
Northstar Group
New York
$1.27M -$220K -1,295 -13%
AMC
1050
Asset Management Corp
Illinois
$1.27M -$715K -4,215 -32%

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.