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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
HVM
1126
Harvest Volatility Management
Connecticut
$1.05M +$124K +730 +11%
AF
1127
Aldebaran Financial
$1.04M +$62.2K +367 +5%
SWM
1128
Segment Wealth Management
Texas
$1.04M -$4.07K -24 -0.3%
CA
1129
CGN Advisors
Kansas
$1.04M +$288K +1,699 +31%
APP
1130
Alpha Paradigm Partners
Illinois
$1.04M -$884K -5,211 -42%
FMTC
1131
Farmers & Merchants Trust Company
California
$1.04M -$38.5K -227 -3%
SAM
1132
Stansberry Asset Management
Texas
$1.04M -$31K -183 -2%
BRG
1133
Bay Rivers Group
Virginia
$1.03M -$12K -71 -1%
BWAM
1134
Boyd Watterson Asset Management
Ohio
$1.03M +$2.54K +15 +0.2%
SBIA
1135
Sheaff Brock Investment Advisors
Indiana
$1.03M +$50K +295 +4%
BCA
1136
Bay Colony Advisors
Massachusetts
$1.03M -$39.8K -235 -3%
PAM
1137
Paradigm Asset Management
New York
$1.03M -$17K -100 -1%
GL
1138
Graypoint LLC
New York
$1.03M +$190K +1,120 +19%
KTC
1139
Kistler-Tiffany Companies
Pennsylvania
$1.02M -$29K -171 -2%
PIM
1140
Penobscot Investment Management
Massachusetts
$1.02M
GP
1141
Greenline Partners
New York
$1.02M +$149K +880 +14%
JDR
1142
Jay D. Rosenbaum
$1.01M +$6.78K +40 +0.6%
GW
1143
GW & Wade
Massachusetts
$1.01M +$51.2K +302 +4%
CI
1144
Conning Inc
Connecticut
$1.01M -$122K -722 -9%
BFM
1145
Boothbay Fund Management
New York
$1.01M -$2.91M -17,154 -71%
WAP
1146
Wealthcare Advisory Partners
Pennsylvania
$1M +$71.7K +423 +6%
LP
1147
Lloyd Park
Illinois
$1M -$352K -2,078 -23%
CW
1148
CreativeOne Wealth
Kansas
$1M +$102K +601 +9%
VI
1149
Versor Investments
New York
$1M +$417K +2,457 +55%
CFFP
1150
Center for Financial Planning
Michigan
$1M

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.