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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
LB
1301
Legacy Bridge
Iowa
$697K
ECG
1302
Edge Capital Group
Georgia
$696K -$493K -2,909 -38%
FUBT
1303
First United Bank & Trust
Maryland
$695K -$24.6K -145 -3%
SSWG
1304
Seven Springs Wealth Group
Tennessee
$693K -$46.3K -273 -5%
AAM
1305
Ascension Asset Management
New York
$687K
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$686K -$21.2K -125 -3%
EAM
1307
EFG Asset Management
Oregon
$685K -$257K -1,515 -24%
C
1308
Certuity
Florida
$685K +$38K +224 +5%
SFO
1309
Stokes Family Office
Louisiana
$684K -$103K -607 -11%
BCM
1310
Brown Capital Management
Maryland
$684K -$12.5K -74 -2%
PCM
1311
Penserra Capital Management
California
$683K +$5.43K +32 +0.7%
IIM
1312
Ipswich Investment Management
Massachusetts
$682K -$39K -230 -5%
NAG
1313
Northstar Advisory Group
New Jersey
$681K -$476K -2,806 -37%
CFG
1314
Citizens Financial Group
Rhode Island
$681K -$148K -872 -16%
ACS
1315
Archford Capital Strategies
Illinois
$681K +$50K +295 +7%
AFS
1316
Aft Forsyth & Sober
Florida
$676K
FFN
1317
Focus Financial Network
Minnesota
$674K +$137K +810 +21%
EGM
1318
Engineers Gate Manager
New York
$674K -$11.1M -65,372 -93%
HNWAG
1319
High Net Worth Advisory Group
Florida
$672K -$1.7K -10 -0.2%
CFD
1320
Creative Financial Designs
Indiana
$672K +$78.7K +464 +11%
CBTWT
1321
Community Bank & Trust (Waco, Texas)
Texas
$670K -$61K -360 -7%
GKWIM
1322
Gerber Kawasaki Wealth & Investment Management
California
$668K +$47.6K +281 +6%
RWB
1323
RMR Wealth Builders
New Jersey
$667K +$4.41K +26 +0.6%
BDFN
1324
Bond & Devick Financial Network
Minnesota
$666K -$78.8K -465 -9%
MA
1325
MUFG Americas
New York
$664K +$68.8K +406 +10%

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.