We are live on ! Find out more
CRM icon

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
BM
1051
Brandywine Managers
Delaware
$2.27M +$1.87M +7,363 +736%
NFC
1052
Northeast Financial Consultants
Connecticut
$2.25M +$469K +1,845 +29%
MIAS
1053
Mason Investment Advisory Services
Virginia
$2.25M – – –
SFP
1054
Shepherd Financial Partners
Massachusetts
$2.25M +$5.33K +21 +0.3%
AF
1055
Aldebaran Financial
$2.24M +$133K +525 +7%
RDWM
1056
Red Door Wealth Management
Tennessee
$2.23M +$283K +1,116 +16%
MWM
1057
Midwest Wealth Management
Indiana
$2.23M +$94.5K +372 +5%
MC
1058
Maverick Capital
Texas
$2.23M +$1.68M +6,606 +413%
CCP
1059
Cassia Capital Partners
North Carolina
$2.23M +$2.08M +8,207 New
AC
1060
Abbrea Capital
California
$2.22M -$2.54K -10 -0.1%
VCM
1061
Virtue Capital Management
Tennessee
$2.22M +$159K +626 +8%
WBC
1062
West Branch Capital
Massachusetts
$2.21M -$762 -3 -0%
MCIA
1063
Mountain Capital Investment Advisors
Colorado
$2.21M -$111K -436 -5%
PAM
1064
Paradigm Asset Management
New York
$2.2M -$102K -400 -5%
LCP
1065
Legacy Capital Partners
Wisconsin
$2.19M +$396K +1,561 +24%
MA
1066
Modus Advisors
Minnesota
$2.19M +$121K +476 +6%
KF
1067
Krilogy Financial
Missouri
$2.18M +$24.1K +95 +1%
OGF
1068
Orin Green Financial
California
$2.18M +$2.04M +8,047 New
BB
1069
Bell Bank
North Dakota
$2.18M +$90.2K +355 +5%
BWM
1070
BNC Wealth Management
Oregon
$2.18M +$42.4K +167 +2%
IIA
1071
IPG Investment Advisors
California
$2.18M -$49.8K -196 -2%
NB
1072
Nicolet Bankshares
Wisconsin
$2.17M +$9.14K +36 +0.5%
SACTSONJ
1073
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.17M – – –
SAM
1074
Sompo Asset Management
Japan
$2.15M +$196K +770 +11%
SBIA
1075
Sheaff Brock Investment Advisors
Indiana
$2.15M +$427K +1,680 +27%
41 42
43
44 45

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.