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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
OGF
1101
Orin Green Financial
California
$1.11M +$11K +65 +0.8%
USCWA
1102
U.S. Capital Wealth Advisors
Texas
$1.11M -$191K -1,125 -13%
DA
1103
Doliver Advisors
Texas
$1.11M +$992K +5,851 +310%
AWAG
1104
ARS Wealth Advisors Group
Florida
$1.11M -$144K -851 -10%
HI
1105
Harbour Investments
Wisconsin
$1.11M
CI
1106
Cavalier Investments
Georgia
$1.11M -$36.1K -213 -3%
CCM
1107
CAAS Capital Management
New York
$1.11M +$1.31M +7,701 New
CCM
1108
Chickasaw Capital Management
Tennessee
$1.11M
SIA
1109
Schechter Investment Advisors
Michigan
$1.1M -$1.02M -6,043 -44%
GITFIT
1110
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.1M +$436K +2,574 +51%
WP
1111
WealthSource Partners
California
$1.09M +$186K +1,099 +17%
PA
1112
Procyon Advisors
Connecticut
$1.08M -$145K -855 -10%
SAM
1113
Steinberg Asset Management
New York
$1.08M +$1.27M +7,512 New
YIA
1114
YHB Investment Advisors
Connecticut
$1.08M +$10.5K +62 +0.8%
DGAM
1115
Desjardins Global Asset Management
Quebec, Canada
$1.08M +$18.1K +107 +1%
CTFG
1116
Capstone Triton Financial Group
Oklahoma
$1.07M +$40.9K +241 +3%
BFS
1117
Bard Financial Services
Connecticut
$1.07M +$46.6K +275 +4%
CWAG
1118
Compton Wealth Advisory Group
Virginia
$1.07M -$57K -336 -4%
LJAC
1119
L.J. Altfest & Co
New York
$1.07M +$178K +1,051 +16%
GKFF
1120
George Kaiser Family Foundation
Oklahoma
$1.06M +$369K +2,174 +42%
WHG
1121
Westwood Holdings Group
Texas
$1.06M -$916K -5,403 -42%
APP
1122
Avantax Planning Partners
Iowa
$1.06M -$14.8K -87 -1%
JF
1123
Jump Financial
Illinois
$1.06M +$372K +2,193 +43%
JEST
1124
JTC Employer Solutions Trustee
Jersey
$1.05M
NF
1125
Nikulski Financial
Iowa
$1.05M +$43.6K +257 +4%

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.