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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
HSA
1351
HBK Sorce Advisory
Pennsylvania
$607K +$321K +1,892 +81%
GAG
1352
GM Advisory Group
New York
$605K -$84.8K -500 -11%
AWA
1353
Aaron Wealth Advisors
Illinois
$603K -$1.66M -9,772 -70%
MCCP
1354
Mission Creek Capital Partners
California
$602K +$73.6K +434 +12%
AC
1355
Avestar Capital
New York
$600K -$325K -1,915 -31%
BCPWM
1356
Bradley & Co Private Wealth Management
Florida
$596K
BBI
1357
Baxter Bros Inc
Connecticut
$596K +$102K +599 +17%
PL
1358
Plancorp LLC
Missouri
$595K -$15.8K -93 -2%
MTWM
1359
Masso Torrence Wealth Management
New Jersey
$592K +$63.1K +372 +10%
OWA
1360
Octavia Wealth Advisors
Ohio
$590K +$8.99K +53 +1%
CWA
1361
Consilium Wealth Advisory
Texas
$590K +$136K +803 +24%
HIP
1362
HUB Investment Partners
Texas
$590K +$695K +4,099 New
QCG
1363
Quadrant Capital Group
Ohio
$586K -$319K -1,879 -32%
MTC
1364
McDaniel Terry & Co
Texas
$586K -$89.2K -526 -11%
TPA
1365
Trivium Point Advisory
Connecticut
$583K -$25.6K -151 -4%
GDP
1366
Great Diamond Partners
Maine
$583K -$20.2K -119 -3%
FCA
1367
FLC Capital Advisors
California
$582K -$84.6K -499 -11%
EB
1368
Eastern Bank
Massachusetts
$579K -$22.9K -135 -3%
ANTB
1369
AMG National Trust Bank
Colorado
$578K +$126K +743 +23%
CFMC
1370
Curbstone Financial Management Corp
New Hampshire
$576K
OIM
1371
Oder Investment Management
California
$576K +$97.5K +575 +17%
BPCA
1372
Bank Pictet & Cie (Asia)
Singapore
$574K
SRC
1373
Sage Rhino Capital
California
$572K -$28.1K -166 -4%
RTC
1374
Riverview Trust Company
Washington
$571K -$86.6K -511 -11%
DS
1375
DRW Securities
Illinois
$570K +$183K +1,079 +37%

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.