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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
LS
1301
Leelyn Smith
Illinois
$844K +$39.8K +225 +5%
LFM
1302
Lumina Fund Management
New York
$842K
BDFN
1303
Bond & Devick Financial Network
Minnesota
$841K +$18.7K +106 +2%
MHS
1304
M Holdings Securities
Oregon
$840K +$6.54K +37 +0.7%
SSWG
1305
Seven Springs Wealth Group
Tennessee
$840K +$900K +5,091 New
HCM
1306
Highlander Capital Management
New Jersey
$839K +$35.3K +200 +4%
YL
1307
YCG LLC
Texas
$838K
SSG
1308
Summit Securities Group
New York
$835K +$894K +5,060 New
GITFIT
1309
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$833K
CFCI
1310
Comprehensive Financial Consultants Institutional
Indiana
$832K +$21.7K +123 +3%
CBTWT
1311
Community Bank & Trust (Waco, Texas)
Texas
$828K -$85.2K -482 -9%
IF
1312
Intrua Financial
Texas
$827K -$126K -711 -12%
ZCM
1313
Zenyatta Capital Management
Delaware
$825K -$883K -5,000 -50%
LAM
1314
Lynch Asset Management
Pennsylvania
$825K +$353K +2,000 +67%
ACM
1315
Alight Capital Management
New York
$825K +$883K +5,000 New
RWA
1316
Rainsberger Wealth Advisors
Colorado
$824K -$21.6K -122 -2%
FUBT
1317
First United Bank & Trust
Maryland
$822K -$41.3K -234 -4%
IIM
1318
Ipswich Investment Management
Massachusetts
$820K +$275K +1,559 +46%
SCP
1319
Shorepoint Capital Partners
Massachusetts
$819K -$42.1K -238 -5%
FMLI
1320
Fukoku Mutual Life Insurance
Japan
$817K -$84.5K -478 -9%
LWA
1321
Lineweaver Wealth Advisors
Ohio
$814K -$18.9K -107 -2%
ACM
1322
AlphaStar Capital Management
North Carolina
$812K +$76.5K +433 +10%
BLC
1323
Brown, Lisle/Cummings
Rhode Island
$807K +$23.5K +133 +3%
CCM
1324
Compton Capital Management
Rhode Island
$806K -$481K -2,725 -36%
GC
1325
GFG Capital
Florida
$806K -$160K -906 -16%

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.