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Salesforce

2,137 hedge funds and large institutions have $128B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 945 increasing their positions, 840 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 840

7% more call options, than puts

Call options by funds: $3.81B | Put options by funds: $3.56B

0.16% more ownership

Funds ownership: 77.95%78.11% (+0.16%)

6% less funds holding

Funds holding: 2,2782,137 (-141)

10% less funds holding in top 10

Funds holding in top 10: 9989 (-10)

38% less capital invested

Capital invested by funds: $204B → $128B (-$76.7B)

44% less first-time investments, than exits

New positions opened: 137 | Existing positions closed: 244

Holders
2,137
Holders Change
-141
Holders Change %
-6.19%
% of All Funds
35.99%
Holding in Top 10
89
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.1%
% of All Funds
1.5%
New
137
Increased
945
Reduced
840
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1276
GAMCO Investors
Connecticut
$890K +$76.5K +433 +9%
BL
1277
Balentine LLC
Georgia
$888K -$702K -3,971 -42%
LCM
1278
Landscape Capital Management
New Jersey
$888K -$109K -619 -10%
CWM
1279
Congress Wealth Management
Massachusetts
$888K -$60.6K -343 -6%
KCM
1280
KRS Capital Management
Michigan
$886K
SFO
1281
Stokes Family Office
Louisiana
$885K +$11K +62 +1%
CP
1282
CenterBook Partners
Connecticut
$885K +$541K +3,060 +133%
GCAC
1283
Guardian Capital Advisors (Canada)
Ontario, Canada
$884K -$997K -5,641 -51%
CC
1284
Claybrook Capital
Massachusetts
$882K -$883K -5,000 -48%
RWA
1285
Redmont Wealth Advisors
Illinois
$875K
FAG
1286
Fortitude Advisory Group
Washington
$874K -$24.2K -137 -3%
EWM
1287
Empirical Wealth Management
Washington
$868K +$8.66K +49 +0.9%
CPC
1288
Congress Park Capital
New York
$866K +$83.9K +475 +10%
NCA
1289
New Century Advisors
Maryland
$865K
1SB
1290
1ST Source Bank
Indiana
$863K -$25.1K -142 -3%
GKFF
1291
George Kaiser Family Foundation
Oklahoma
$862K +$923K +5,225 New
HL
1292
HeadInvest LLC
Maine
$861K +$46.1K +261 +5%
NCGI
1293
Next Century Growth Investors
Minnesota
$859K +$3K +17 +0.3%
AG
1294
Ascent Group
Virginia
$858K +$120K +677 +17%
TA
1295
Tiedemann Advisors
New York
$856K -$29.5K -167 -3%
1W
1296
1776 Wealth
Georgia
$852K +$194K +1,100 +27%
JF
1297
Jump Financial
Illinois
$850K +$477K +2,698 +110%
CBT
1298
Central Bank & Trust
Kentucky
$848K -$116K -654 -11%
SIG
1299
Sky Investment Group
Connecticut
$847K -$3.53K -20 -0.4%
AA
1300
Argent Advisors
Louisiana
$847K +$69.3K +392 +8%

CRM Hedge Fund Activity: Q2 2022 in Review

2,137 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2022, worth a combined $128B — down 38% from $204B a quarter earlier.

Sellers outnumbered buyers: 244 funds closed out of CRM and 137 opened new positions — a net loss of 107 holders — while 840 trimmed existing stakes and 945 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.38B. The largest seller was Fidelity Investments, cutting an estimated $2.07B.

  • 2,137 institutional investors held Salesforce (CRM) as of Q2 2022, down from 2,278 in Q1 2022.
  • Funds reported $128B of Salesforce stock for Q2 2022, down 38% quarter-over-quarter.
  • 137 funds opened new Salesforce positions in Q2 2022 and 244 closed out, a net change of -107 holders.
  • The largest Salesforce buyer in Q2 2022 was T. Rowe Price Associates, an estimated $2.38B added.
  • The largest Salesforce seller in Q2 2022 was Fidelity Investments, an estimated $2.07B sold.

Based on aggregated 13F filings for Q2 2022.