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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
RBC
1376
Romano Brothers & Co
Illinois
$570K +$672K +3,961 New
LAS
1377
LWM Advisory Services
Florida
$569K +$82.4K +486 +14%
AFM
1378
Andesa Financial Management
Pennsylvania
$569K +$175K +1,033 +36%
TSS
1379
Two Sigma Securities
New York
$569K +$361K +2,128 +116%
CL
1380
CSS LLC
Illinois
$564K +$232K +1,366 +53%
TA
1381
Tectonic Advisors
Texas
$563K
LS
1382
Leelyn Smith
Illinois
$562K -$205K -1,209 -24%
GEA
1383
Glen Eagle Advisors
New Jersey
$556K -$20.7K -122 -3%
OAM
1384
Occidental Asset Management
California
$555K -$68.8K -406 -10%
DI
1385
Diligent Investors
California
$551K +$22.9K +135 +4%
KI
1386
Kapitalo Investimentos
Brazil
$551K
MFP
1387
Meridian Financial Partners
Virginia
$550K +$87.5K +516 +15%
SFS
1388
Stiles Financial Services
Minnesota
$547K -$5.93K -35 -0.9%
OCM
1389
One Capital Management
California
$547K +$18.7K +110 +3%
SG
1390
Stonnington Group
California
$542K +$208K +1,227 +53%
FB
1391
First Bancorp
Maine
$540K +$5.43K +32 +0.9%
HPC
1392
HM Payson & Co
Maine
$538K +$509 +3 +0.1%
HBW
1393
Hazlett, Burt & Watson
West Virginia
$535K -$46.6K -275 -7%
VBCG
1394
Valley Brook Capital Group
Pennsylvania
$535K
CRWM
1395
Castle Rock Wealth Management
California
$531K +$1.7K +10 +0.3%
TIA
1396
Trust Investment Advisors
Indiana
$531K +$1.86K +11 +0.3%
BWA
1397
Bordeaux Wealth Advisors
California
$530K -$34.6K -204 -5%
CWM
1398
Centric Wealth Management
Illinois
$527K -$3.22K -19 -0.5%
MFA
1399
Mayflower Financial Advisors
Massachusetts
$526K -$58K -342 -9%
KIA
1400
Kraematon Investment Advisors
Massachusetts
$525K -$25.4K -150 -4%

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.