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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
CFD
1376
Creative Financial Designs
Indiana
$695K +$122K +692 +20%
MA
1377
MUFG Americas
New York
$694K +$34.5K +195 +5%
FCM
1378
Fortis Capital Management
Washington
$693K -$3.13M -17,706 -81%
GA
1379
GraniteShares Advisors
New York
$693K -$58.8K -333 -7%
TPA
1380
Trivium Point Advisory
Connecticut
$689K -$470K -2,661 -41%
GDP
1381
Great Diamond Partners
Maine
$688K +$33.6K +190 +5%
EB
1382
Eastern Bank
Massachusetts
$687K -$9.54K -54 -1%
SRC
1383
Sage Rhino Capital
California
$684K +$1.24K +7 +0.2%
BCPWM
1384
Bradley & Co Private Wealth Management
Florida
$683K -$16.1K -91 -2%
IDBONY
1385
Israel Discount Bank of New York
New York
$680K -$88.7K -502 -11%
OWA
1386
Octavia Wealth Advisors
Ohio
$670K +$106K +602 +17%
HBW
1387
Hazlett, Burt & Watson
West Virginia
$663K +$16.1K +91 +2%
CFMC
1388
Curbstone Financial Management Corp
New Hampshire
$661K -$221K -1,250 -24%
MFA
1389
Mayflower Financial Advisors
Massachusetts
$660K -$51.2K -290 -7%
BPCA
1390
Bank Pictet & Cie (Asia)
Singapore
$659K +$65K +368 +10%
WPWM
1391
Western Pacific Wealth Management
Illinois
$658K -$353 -2 -0.1%
GEA
1392
Glen Eagle Advisors
New Jersey
$658K -$23.9K -135 -3%
CRWM
1393
Castle Rock Wealth Management
California
$656K +$129K +732 +25%
UWM
1394
Urban Wealth Management
California
$655K +$701K +3,966 New
TNBTD
1395
Trustmark National Bank Trust Department
Mississippi
$651K -$408K -2,310 -37%
IA
1396
Insight Advisors
Pennsylvania
$647K -$128K -725 -17%
TA
1397
Tectonic Advisors
Texas
$646K +$3.36K +19 +0.5%
PP
1398
Paloma Partners
Connecticut
$644K -$2.33M -13,172 -77%
CMANY
1399
Capital Management Associates (New York)
New York
$642K -$271K -1,531 -28%
WAS
1400
WESPAC Advisors SoCal
California
$642K -$67.7K -383 -9%

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.