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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
LB
1326
Legacy Bridge
Iowa
$800K -$5.3K -30 -0.6%
MIM
1327
Moseley Investment Management
Florida
$798K -$96.7K -547 -10%
BCM
1328
Brown Capital Management
Maryland
$797K
BSW
1329
Buckingham Strategic Wealth
Missouri
$795K +$77K +436 +10%
WWM
1330
Western Wealth Management
Colorado
$793K -$794K -4,492 -48%
GFP
1331
Gryphon Financial Partners
Ohio
$791K +$37.3K +211 +5%
ACM
1332
Ayrshire Capital Management
Connecticut
$790K -$93.3K -528 -10%
ES
1333
Eagle Strategies
New York
$783K +$419K +2,372 +100%
CFGS
1334
Concourse Financial Group Securities
Alabama
$782K +$70.7K +400 +9%
CL
1335
CPWM LLC
Washington
$782K +$93.3K +528 +13%
PIA
1336
Perennial Investment Advisors
California
$781K -$77.4K -438 -8%
CP
1337
Covenant Partners
Tennessee
$781K +$146K +826 +21%
JAG
1338
Journey Advisory Group
Kentucky
$780K +$365K +2,067 +94%
PCM
1339
Penserra Capital Management
California
$778K -$650K -3,681 -44%
GAG
1340
GM Advisory Group
New York
$777K -$672K -3,803 -45%
AFS
1341
Aft Forsyth & Sober
Florida
$776K
ANB
1342
Amarillo National Bank
Texas
$774K +$19.1K +108 +2%
HNWAG
1343
High Net Worth Advisory Group
Florida
$773K +$281K +1,590 +51%
XS
1344
XR Securities
Illinois
$771K +$637K +3,603 +336%
WWM
1345
Wolff Wiese Magana
California
$768K -$58.7K -332 -7%
VLKIM
1346
Van Lanschot Kempen Investment Management
Netherlands
$767K +$158K +892 +24%
SB
1347
Strategic Blueprint
Georgia
$764K -$101K -570 -11%
RWB
1348
RMR Wealth Builders
New Jersey
$761K +$87.8K +497 +12%
MTC
1349
McDaniel Terry & Co
Texas
$759K +$1.06K +6 +0.1%
TP
1350
Tranquility Partners
Tennessee
$751K +$8.84K +50 +1%

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.