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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
ECG
1226
EPIQ Capital Group
California
$833K
RMAM
1227
Raab & Moskowitz Asset Management
New Jersey
$832K -$23.9K -141 -2%
TP
1228
Tranquility Partners
Tennessee
$832K +$209K +1,232 +27%
HWM
1229
HB Wealth Management
Georgia
$822K -$686K -4,046 -41%
GAM
1230
Gemmer Asset Management
California
$821K -$1.67M -9,830 -63%
AWA
1231
Alta Wealth Advisors
Massachusetts
$819K -$20.7K -122 -2%
TFP
1232
Tilia Fiduciary Partners
North Carolina
$818K +$41.5K +245 +4%
NW
1233
Naviter Wealth
Arkansas
$816K -$137K -810 -12%
CPIA
1234
Cornell Pochily Investment Advisors
New York
$814K -$16.4K -97 -2%
1W
1235
1776 Wealth
Georgia
$814K +$84.8K +500 +10%
SMFG
1236
Sumitomo Mitsui Financial Group
Japan
$812K +$515K +3,035 +122%
RWM
1237
Ritholtz Wealth Management
New York
$811K -$479K -2,823 -33%
TWM
1238
Thrive Wealth Management
Pennsylvania
$811K +$219K +1,291 +30%
NP
1239
NorthRock Partners
Minnesota
$806K -$137K -808 -13%
BWM
1240
BigSur Wealth Management
Florida
$806K
CFA
1241
Compass Financial Advisors
Indiana
$801K +$2.2K +13 +0.2%
OPW
1242
Oxler Private Wealth
New York
$801K -$339K -2,000 -26%
KCM
1243
KRS Capital Management
Michigan
$800K +$32.2K +190 +4%
MS
1244
Mizuho Securities
Japan
$799K +$559K +3,296 +146%
WP
1245
Waycross Partners
Kentucky
$798K -$373K -2,200 -28%
OCM
1246
Orion Capital Management
California
$797K
MLL
1247
Moody Lynn & Lieberson
Massachusetts
$795K -$2.33M -13,750 -71%
CWM
1248
Congress Wealth Management
Massachusetts
$790K +$17.8K +105 +2%
PPW
1249
Parcion Private Wealth
Washington
$789K
CC
1250
Clearline Capital
New York
$787K -$293K -1,729 -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.