Salesforce
CRM
2,278 hedge funds and large institutions have $204B invested in Salesforce in 2022 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,081 increasing their positions, 810 reducing their positions, and 215 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 1,081 | Existing positions reduced: 810
5% more capital invested
Capital invested by funds: $195B → $204B (+$9.33B)
0.51% less ownership
Funds ownership: 78.46% → 77.95% (-0.51%)
3% less funds holding
Funds holding: 2,352 → 2,278 (-74)
10% less call options, than puts
Call options by funds: $4.14B | Put options by funds: $4.62B
12% less funds holding in top 10
Funds holding in top 10: 113 → 99 (-14)
24% less first-time investments, than exits
New positions opened: 164 | Existing positions closed: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$586M |
| 2 |
BlackRock
New York
|
+$436M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$389M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$370M |
| 5 |
Morgan Stanley
New York
|
+$342M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.33B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$758M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$541M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$521M |
| 5 |
CP
Castleview Partners
Dallas,
Texas
|
-$465M |
CRM Hedge Fund Activity: Q1 2022 in Review
2,278 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2022, worth a combined $204B — up 4.8% from $195B a quarter earlier.
Sellers outnumbered buyers: 215 funds closed out of CRM and 164 opened new positions — a net loss of 51 holders — while 810 trimmed existing stakes and 1,081 added.
The largest buyer was Aaron Wealth Advisors, adding an estimated $586M. The largest seller was Fidelity Investments, cutting an estimated $1.33B.
- 2,278 institutional investors held Salesforce (CRM) as of Q1 2022, down from 2,352 in Q4 2021.
- Funds reported $204B of Salesforce stock for Q1 2022, up 4.8% quarter-over-quarter.
- 164 funds opened new Salesforce positions in Q1 2022 and 215 closed out, a net change of -51 holders.
- The largest Salesforce buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $586M added.
- The largest Salesforce seller in Q1 2022 was Fidelity Investments, an estimated $1.33B sold.
Based on aggregated 13F filings for Q1 2022.