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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
BWA
1401
Bordeaux Wealth Advisors
California
$642K -$23K -130 -3%
FFN
1402
Focus Financial Network
Minnesota
$640K +$16.4K +93 +2%
CMTU
1403
Capital Markets Trading (UK)
United Kingdom
$636K +$680K +3,851 New
CMI
1404
Clare Market Investments
Texas
$634K -$660K -3,737 -49%
SFS
1405
Stiles Financial Services
Minnesota
$634K +$39.8K +225 +6%
KI
1406
Kapitalo Investimentos
Brazil
$632K +$677K +3,830 New
EFS
1407
Essex Financial Services
Connecticut
$629K -$85.7K -485 -11%
CA
1408
Claro Advisors
Massachusetts
$629K +$85.3K +483 +15%
TWMP
1409
Taylor Wealth Management Partners
Massachusetts
$627K -$19.4K -110 -3%
CJL
1410
Cyrus J. Lawrence
New York
$627K
KIA
1411
Kraematon Investment Advisors
Massachusetts
$627K
CP
1412
Camelot Portfolios
Ohio
$625K +$76.2K +431 +13%
SFCL
1413
Strengthening Families & Communities LLC
Massachusetts
$622K +$13.3K +75 +3%
EFG
1414
Everhart Financial Group
Ohio
$620K +$460K +2,602 +226%
MCCP
1415
Mission Creek Capital Partners
California
$619K +$7.95K +45 +1%
MTWM
1416
Masso Torrence Wealth Management
New Jersey
$618K +$44.7K +253 +7%
HPC
1417
HM Payson & Co
Maine
$617K -$107K -606 -14%
FB
1418
First Bancorp
Maine
$614K +$96.3K +545 +17%
VBCG
1419
Valley Brook Capital Group
Pennsylvania
$613K -$60.8K -344 -8%
MSAM
1420
Moloney Securities Asset Management
Missouri
$610K -$157K -887 -19%
DI
1421
Diligent Investors
California
$610K +$1.77K +10 +0.3%
OCM
1422
One Capital Management
California
$609K +$68.6K +388 +12%
CWM
1423
Centric Wealth Management
Illinois
$608K -$119K -675 -15%
TIA
1424
Trust Investment Advisors
Indiana
$608K
AC
1425
Avory & Company
Florida
$608K +$651K +3,683 New

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.