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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
FCA
1351
FLC Capital Advisors
California
$750K +$17.7K +100 +2%
CCI
1352
Credit Capital Investments
New Jersey
$750K +$106K +600 +15%
C
1353
Certuity
Florida
$749K -$5.12K -29 -0.6%
SIG
1354
Sargent Investment Group
Maryland
$745K
GA
1355
GoalVest Advisory
New York
$744K -$530 -3 -0.1%
CC
1356
Cipher Capital
New York
$744K +$796K +4,507 New
VI
1357
Versor Investments
New York
$743K +$795K +4,500 New
DWM
1358
Dakota Wealth Management
Florida
$742K +$1.59K +9 +0.2%
RTC
1359
Riverview Trust Company
Washington
$739K -$17K -96 -2%
CT
1360
Chicago Trust
Illinois
$738K +$3.53K +20 +0.4%
DP
1361
Denver PWM
Colorado
$734K
ACS
1362
Archford Capital Strategies
Illinois
$733K +$214K +1,210 +37%
SC
1363
Saturna Capital
Washington
$731K -$37.5K -212 -5%
NDSI
1364
Newman Dignan & Sheerar Inc
Rhode Island
$720K -$76.9K -435 -9%
GKWIM
1365
Gerber Kawasaki Wealth & Investment Management
California
$720K +$68.7K +389 +10%
CIA
1366
Capital Impact Advisors
Massachusetts
$720K +$283K +1,602 +58%
TWM
1367
Thrive Wealth Management
Pennsylvania
$718K -$3.36K -19 -0.4%
CG
1368
Corundum Group
Colorado
$712K +$762K +4,312 New
SP
1369
Symmetry Partners
Connecticut
$708K
FPAS
1370
Focus Partners Advisor Solutions
Missouri
$708K +$41.9K +237 +6%
OAM
1371
Occidental Asset Management
California
$704K +$15.9K +90 +2%
JE
1372
JMAC Enterprises
Pennsylvania
$702K +$18K +102 +2%
ESB
1373
Essex Savings Bank
Connecticut
$700K -$122K -693 -14%
PL
1374
Plancorp LLC
Missouri
$698K -$74.6K -422 -9%
B
1375
Barings
North Carolina
$697K -$17.1K -97 -2%

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.