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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
CCM
1326
Compton Capital Management
Rhode Island
$660K -$50.9K -300 -6%
ACI
1327
Alpha Cubed Investments
California
$656K -$1.39M -8,185 -64%
IDBONY
1328
Israel Discount Bank of New York
New York
$654K +$72.2K +426 +10%
CT
1329
Chicago Trust
Illinois
$651K +$10.2K +60 +1%
DWM
1330
Dakota Wealth Management
Florida
$650K +$3.9K +23 +0.5%
SC
1331
Saturna Capital
Washington
$648K +$11.9K +70 +2%
CG
1332
Corundum Group
Colorado
$648K +$32.4K +191 +4%
FAIM
1333
Financial Advocates Investment Management
Washington
$647K -$282K -1,663 -27%
FANJ
1334
Financial Architects (New Jersey)
New Jersey
$646K +$762K +4,491 New
DP
1335
Denver PWM
Colorado
$645K
PM
1336
Parametrica Management
Hong Kong
$643K +$757K +4,465 New
FIA
1337
Foundations Investment Advisors
Arizona
$639K +$753K +4,440 New
GFP
1338
Gryphon Financial Partners
Ohio
$637K -$61K -360 -8%
SB
1339
Strategic Blueprint
Georgia
$632K -$39.8K -235 -5%
CA
1340
Claro Advisors
Massachusetts
$629K
FCM
1341
Fortis Capital Management
Washington
$629K +$29K +171 +4%
WPWM
1342
Western Pacific Wealth Management
Illinois
$624K +$59.7K +352 +9%
MAM
1343
Martingale Asset Management
Massachusetts
$621K -$1.47M -8,649 -67%
WAS
1344
WESPAC Advisors SoCal
California
$614K -$18.7K -110 -3%
DA
1345
DSC Advisors
Illinois
$613K +$243K +1,436 +51%
EHWM
1346
Eads & Heald Wealth Management
Georgia
$613K +$376K +2,217 +108%
ESB
1347
Essex Savings Bank
Connecticut
$611K +$1.36K +8 +0.2%
VIM
1348
VELA Investment Management
Ohio
$611K +$119K +699 +20%
CL
1349
CPWM LLC
Washington
$610K -$83.8K -494 -10%
JE
1350
JMAC Enterprises
Pennsylvania
$608K -$4.07K -24 -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.