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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
BAAM
1201
Baker Avenue Asset Management
California
$886K -$66.1K -390 -6%
NSB
1202
Norway Savings Bank
Maine
$886K +$78K +460 +8%
EWA
1203
EverSource Wealth Advisors
Alabama
$886K +$638K +3,763 +157%
LC
1204
Lindbrook Capital
California
$884K -$113K -667 -10%
IAN
1205
Integrated Advisors Network
Texas
$884K +$12.7K +75 +1%
BCM
1206
Barden Capital Management
Texas
$879K +$31.5K +186 +3%
SSI
1207
Scott & Selber Inc
Texas
$877K +$1.03M +6,098 New
KWMG
1208
King Wealth Management Group
Florida
$872K -$65.8K -388 -6%
GPA
1209
Guerra Pan Advisors
New Jersey
$870K
PA
1210
PSI Advisors
Florida
$869K -$25.4K -150 -2%
CIA
1211
Capital Investment Advisors
Georgia
$869K -$6.95K -41 -0.7%
BCM
1212
Bienville Capital Management
New York
$863K -$88.2K -520 -8%
FPF
1213
First Pacific Financial
Washington
$863K +$65.1K +384 +7%
ATWA
1214
Arbor Trust Wealth Advisors
Michigan
$860K -$26.6K -157 -3%
CQS
1215
Credential Qtrade Securities
$856K +$52.9K +312 +6%
PMG
1216
ProVise Management Group
Florida
$852K -$168K -991 -14%
BAM
1217
Bosun Asset Management
Illinois
$850K -$70.2K -414 -7%
NEI
1218
Northwest & Ethical Investments
Ontario, Canada
$849K -$600K -3,536 -37%
MPPLM
1219
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$849K +$65.3K +385 +7%
WEG
1220
World Equity Group
Illinois
$846K +$44.1K +260 +5%
CHAM
1221
Clear Harbor Asset Management
Connecticut
$845K -$13.6K -80 -1%
COCM
1222
Charter Oak Capital Management
New Hampshire
$844K +$20.9K +123 +2%
LS
1223
Livforsakringsbolaget Skandia
Sweden
$842K -$1.02M -6,000 -51%
RCAG
1224
Rehmann Capital Advisory Group
Michigan
$840K +$26.5K +156 +3%
LWM
1225
Laidlaw Wealth Management
New York
$839K -$315K -1,856 -24%

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.