We are live on ! Find out more
CRM icon

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
BWM
1426
BerganKDV Wealth Management
Minnesota
$607K +$28.6K +162 +5%
NL
1427
NWAM LLC
Washington
$604K -$155K -876 -20%
MFP
1428
Meridian Financial Partners
Virginia
$604K +$62.7K +355 +12%
ANTB
1429
AMG National Trust Bank
Colorado
$603K -$139K -787 -19%
CIAS
1430
Capital Investment Advisory Services
North Carolina
$598K +$58.8K +333 +10%
ATPW
1431
Ashton Thomas Private Wealth
Arizona
$598K -$569K -3,222 -47%
KIC
1432
Kensington Investment Counsel
California
$597K +$639K +3,618 New
RA
1433
RFG Advisory
Alabama
$594K +$356K +2,015 +182%
CFA
1434
Cahill Financial Advisors
Minnesota
$593K +$94.4K +534 +17%
MSU
1435
Mizuho Securities USA
New York
$592K
SWM
1436
Sculati Wealth Management
Michigan
$590K +$632K +3,575 New
MCWA
1437
Meadow Creek Wealth Advisors
Georgia
$588K -$162K -919 -21%
VIM
1438
VELA Investment Management
Ohio
$586K +$628K +3,552 New
BBI
1439
Baxter Bros Inc
Connecticut
$585K +$73K +413 +13%
FCBT
1440
First Citizens Bank & Trust
North Carolina
$584K +$143K +812 +30%
HIIFS
1441
Harel Insurance Investments & Financial Services
Israel
$583K +$236K +1,338 +61%
BWA
1442
Blodgett Wealth Advisors
California
$578K -$428K -2,425 -41%
FPCP
1443
Fort Point Capital Partners
California
$577K -$179K -1,015 -22%
RCA
1444
Roberts Capital Advisors
Colorado
$577K
ST
1445
Smithfield Trust
Pennsylvania
$575K
MS
1446
Mizuho Securities
Japan
$574K -$1.03M -5,826 -72%
EPA
1447
Element Pointe Advisors
Florida
$571K -$328K -1,855 -35%
IGGA
1448
Iron Gate Global Advisors
Utah
$571K +$88K +498 +17%
HPWM
1449
Highland Private Wealth Management
Washington
$570K +$30.9K +175 +5%
BOPW
1450
Brandywine Oak Private Wealth
Pennsylvania
$568K -$187K -1,058 -24%

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.