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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
YL
1276
YCG LLC
Texas
$739K
ACM
1277
Ayrshire Capital Management
Connecticut
$738K +$58.7K +346 +7%
FPAS
1278
Focus Partners Advisor Solutions
Missouri
$738K +$143K +843 +20%
JSL
1279
JT Stratford LLC
Georgia
$734K -$1.04M -6,135 -55%
LFM
1280
Lumina Fund Management
New York
$734K
RWA
1281
Rainsberger Wealth Advisors
Colorado
$733K +$17.8K +105 +2%
SC
1282
Sonen Capital
California
$732K -$236K -1,392 -21%
SCP
1283
Shorepoint Capital Partners
Massachusetts
$732K +$20.5K +121 +2%
HCM
1284
Highlander Capital Management
New Jersey
$731K
WWA
1285
WCG Wealth Advisors
Nevada
$730K +$778K +4,589 New
MME
1286
Meag Munich Ergo
Germany
$726K -$1.13M -6,637 -57%
AAP
1287
Ardsley Advisory Partners
Connecticut
$719K -$661K -3,900 -44%
JAG
1288
Journey Advisory Group
Kentucky
$715K +$120K +710 +17%
B
1289
Barings
North Carolina
$714K +$125K +739 +17%
SWM
1290
Sculati Wealth Management
Michigan
$714K +$236K +1,390 +39%
SIG
1291
Sky Investment Group
Connecticut
$711K -$31.4K -185 -4%
MHS
1292
M Holdings Securities
Oregon
$711K -$24.8K -146 -3%
GAG
1293
Goodman Advisory Group
Massachusetts
$711K +$838K +4,940 New
9WM
1294
9258 Wealth Management
Ohio
$710K -$99.7K -588 -11%
1SB
1295
1ST Source Bank
Indiana
$708K -$52.2K -308 -6%
BIA
1296
Benchmark Investment Advisors
Illinois
$706K +$377K +2,225 +83%
FFM
1297
Forum Financial Management
Illinois
$705K -$473K -2,791 -36%
TA
1298
Tiedemann Advisors
New York
$704K -$49.9K -294 -6%
SIG
1299
Sargent Investment Group
Maryland
$702K
MIM
1300
Moseley Investment Management
Florida
$700K +$4.92K +29 +0.6%

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.