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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
MMG
1051
Monetary Management Group
Missouri
$1.26M -$29.7K -175 -2%
OL
1052
Optas LLC
Texas
$1.26M +$193K +1,139 +15%
BTI
1053
Blue Trust Inc
Georgia
$1.26M +$77.3K +456 +6%
WI
1054
WrapManager Inc
California
$1.25M +$104K +611 +8%
WA
1055
WP Advisors
California
$1.24M +$376K +2,220 +35%
WI
1056
Wintrust Investments
Illinois
$1.24M -$66.8K -394 -5%
VF
1057
Virtu Financial
New York
$1.24M +$1.46M +8,630 New
JSC
1058
Jackson Square Capital
California
$1.24M -$521K -3,073 -26%
UBG
1059
United Bank (Georgia)
Georgia
$1.24M -$204K -1,202 -12%
ETC
1060
Exchange Traded Concepts
Oklahoma
$1.24M +$101K +595 +7%
KF
1061
Krilogy Financial
Missouri
$1.24M +$33.2K +196 +2%
PWP
1062
Perfromance Wealth Partners
Illinois
$1.23M -$172K -1,014 -11%
KAM
1063
Karani Asset Management
New York
$1.22M -$374K -2,207 -21%
FDS
1064
Freedom Day Solutions
Texas
$1.21M -$94.8K -559 -6%
MAM
1065
Morse Asset Management
Connecticut
$1.19M +$895K +5,279 +175%
EWM
1066
Elmwood Wealth Management
California
$1.19M -$8.48K -50 -0.6%
SVCP
1067
Silicon Valley Capital Partners
California
$1.19M +$114K +674 +9%
AWM
1068
Activest Wealth Management
Florida
$1.18M +$1.04M +6,104 +441%
ARMT
1069
Amica Retiree Medical Trust
Rhode Island
$1.18M +$81.4K +480 +6%
WFA
1070
Wipfli Financial Advisors
Wisconsin
$1.18M +$1.39M +8,201 New
MFG
1071
MidWestOne Financial Group
Iowa
$1.18M +$12.9K +76 +0.9%
MGIA
1072
Moneta Group Investment Advisors
Missouri
$1.17M -$154K -909 -10%
SS
1073
Simplicity Solutions
Minnesota
$1.17M +$318K +1,875 +30%
CCG
1074
Coastwise Capital Group
California
$1.17M -$23.7K -140 -2%
HJMC
1075
Hellman Jordan Management Company
Massachusetts
$1.17M +$297K +1,751 +27%

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.