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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
ICG
1401
InterOcean Capital Group
Tennessee
$525K +$84.8K +500 +16%
GA
1402
GraniteShares Advisors
New York
$523K -$96.1K -567 -13%
BWM
1403
BerganKDV Wealth Management
Minnesota
$523K -$7.29K -43 -1%
PTP
1404
Platform Technology Partners
New York
$521K +$47.8K +282 +8%
SWM
1405
Sendero Wealth Management
Texas
$520K +$613K +3,613 New
CBT
1406
Central Bank & Trust
Kentucky
$519K -$259K -1,529 -30%
KCM
1407
Karp Capital Management
California
$518K -$2.87M -16,952 -82%
BWA
1408
Blodgett Wealth Advisors
California
$510K +$7.63K +45 +1%
MW
1409
Marcum Wealth
Ohio
$509K +$195K +1,152 +48%
MCWA
1410
Meadow Creek Wealth Advisors
Georgia
$506K -$7.46K -44 -1%
IGGA
1411
Iron Gate Global Advisors
Utah
$504K -$4.58K -27 -0.8%
RCA
1412
Roberts Capital Advisors
Colorado
$503K
KFC
1413
Klingenstein Fields & Co
New York
$502K -$19M -112,153 -97%
CIA
1414
Capital Impact Advisors
Massachusetts
$502K -$149K -878 -20%
ST
1415
Smithfield Trust
Pennsylvania
$502K +$2.37K +14 +0.4%
CP
1416
Covenant Partners
Tennessee
$500K -$213K -1,256 -27%
RMDI
1417
R.M. Davis Inc
Maine
$498K +$111K +653 +23%
CI
1418
CX Institutional
Indiana
$496K -$2.34M -13,820 -80%
SIC
1419
Sterling Investment Counsel
New York
$496K +$76.5K +451 +15%
RWA
1420
Ropes Wealth Advisors
Massachusetts
$494K +$3.39K +20 +0.6%
MSAM
1421
Moloney Securities Asset Management
Missouri
$493K -$45.3K -267 -7%
KIC
1422
Kensington Investment Counsel
California
$493K -$31.9K -188 -5%
BI
1423
Ballast Inc
Kentucky
$492K +$581K +3,425 New
IRC
1424
Investors Research Corp
Georgia
$491K +$38.8K +229 +7%
AC
1425
Avory & Company
Florida
$486K -$51.2K -302 -8%

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.