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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
SC
1151
Sovarnum Capital
New York
$1.76M +$1.65M +6,500 New
EPA
1152
Element Pointe Advisors
Florida
$1.76M -$1.27K -5 -0.1%
CDH
1153
Charles D. Hyman
$1.75M +$41.6K +164 +3%
FMLI
1154
Fukoku Mutual Life Insurance
Japan
$1.74M +$226K +890 +16%
ADIM
1155
Alpha DNA Investment Management
Maryland
$1.74M +$1.63M +6,412 New
AFG
1156
Albion Financial Group
Utah
$1.73M +$58.9K +232 +4%
QPWM
1157
Quadrant Private Wealth Management
Pennsylvania
$1.73M -$1.22M -4,793 -43%
MAFM
1158
Mid Atlantic Financial Management
Pennsylvania
$1.72M +$364K +1,434 +29%
B
1159
Bailard
California
$1.72M +$33K +130 +2%
DA
1160
DCM Advisors
New York
$1.71M +$1.6M +6,297 New
IC
1161
Inscription Capital
Texas
$1.71M +$609K +2,400 +62%
PCM
1162
Prelude Capital Management
New York
$1.71M +$1.11M +4,357 +225%
RWM
1163
Ritholtz Wealth Management
New York
$1.71M +$188K +740 +13%
VFA
1164
Voya Financial Advisors
Connecticut
$1.7M +$73.1K +288 +5%
CHAM
1165
Clear Harbor Asset Management
Connecticut
$1.7M +$1.78K +7 +0.1%
BWA
1166
BDO Wealth Advisors
Florida
$1.69M -$1.52K -6 -0.1%
MA
1167
Mutual Advisors
Nebraska
$1.69M +$213K +839 +16%
AB
1168
Atlas Brown
Kentucky
$1.69M +$25.9K +102 +2%
NF
1169
Nikulski Financial
Iowa
$1.69M +$368K +1,448 +30%
HSA
1170
HBK Sorce Advisory
Pennsylvania
$1.68M +$58.2K +229 +4%
ER
1171
Enlightenment Research
Florida
$1.68M +$787K +3,100 +100%
CWA
1172
Canvas Wealth Advisors
Kansas
$1.68M -$62.2K -245 -4%
OCM
1173
Orion Capital Management
California
$1.68M – – –
WWM
1174
WT Wealth Management
Arizona
$1.68M +$104K +408 +7%
IIM
1175
Ipswich Investment Management
Massachusetts
$1.67M +$1.57M +6,173 New
45 46
47
48 49

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.