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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
LAS
1451
LWM Advisory Services
Florida
$568K +$1.59K +9 +0.3%
BS
1452
Boenning & Scattergood
Pennsylvania
$565K -$25.8K -146 -4%
OIM
1453
Oder Investment Management
California
$565K +$33.9K +192 +6%
FMWA
1454
Forvis Mazars Wealth Advisors
Missouri
$565K +$194K +1,099 +47%
RWA
1455
Ropes Wealth Advisors
Massachusetts
$564K +$12.5K +71 +2%
EW
1456
Evoke Wealth
California
$561K -$277K -1,565 -32%
DWM
1457
Drive Wealth Management
Utah
$561K +$44.9K +254 +8%
TFGT
1458
TS Financial Group (TSFG)
Illinois
$559K -$32.5K -184 -5%
BDF
1459
Balasa Dinverno & Foltz
$555K +$200K +1,134 +51%
MG
1460
Mather Group
Illinois
$554K -$256K -1,448 -30%
HH
1461
Hilltop Holdings
Texas
$551K +$6.18K +35 +1%
PTP
1462
Platform Technology Partners
New York
$551K +$14.8K +84 +3%
WMSA
1463
Weiss Multi-Strategy Advisers
New York
$549K -$6.19M -35,052 -91%
5L
1464
55I LLC
Massachusetts
$549K +$588K +3,327 New
DBRC
1465
D.B. Root & Company
Pennsylvania
$548K +$69.6K +394 +13%
ACH
1466
ArrowMark Colorado Holdings
Colorado
$548K +$190K +1,076 +48%
CIC
1467
Carnegie Investment Counsel
Ohio
$546K -$30.7K -174 -5%
LCM
1468
LCM Capital Management
Illinois
$545K +$14K +79 +2%
WG
1469
Winton Group
United Kingdom
$544K -$2.27M -12,874 -80%
CWA
1470
Consilium Wealth Advisory
Texas
$544K -$74.7K -423 -11%
AWM
1471
Avitas Wealth Management
California
$542K -$254K -1,435 -30%
RIA
1472
Realta Investment Advisors
Delaware
$541K +$35.7K +202 +7%
FFS
1473
Founders Financial Securities
Maryland
$540K -$106K -600 -16%
CC
1474
Commons Capital
Massachusetts
$534K -$517K -2,928 -48%
TWI
1475
Thomas White International
Illinois
$533K

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.