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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
SWRP
1451
Summit Wealth & Retirement Planning
California
$461K
CFG
1452
Cooper Financial Group
California
$461K +$32.4K +191 +6%
TNBTD
1453
Trustmark National Bank Trust Department
Mississippi
$460K -$126K -745 -19%
CP
1454
CenterBook Partners
Connecticut
$458K -$369K -2,179 -41%
IA
1455
Insight Advisors
Pennsylvania
$458K -$40.4K -238 -7%
BOPW
1456
Brandywine Oak Private Wealth
Pennsylvania
$456K -$44.9K -265 -8%
FFS
1457
Founders Financial Securities
Maryland
$455K -$17.5K -103 -3%
SHWM
1458
Silicon Hills Wealth Management
Texas
$455K +$2.54K +15 +0.5%
HCM
1459
Hodges Capital Management
Texas
$453K +$93.3K +550 +21%
PP
1460
Paloma Partners
Connecticut
$451K -$130K -768 -20%
EPA
1461
Element Pointe Advisors
Florida
$449K -$57K -336 -10%
XF
1462
XML Financial
Maryland
$448K -$2.04K -12 -0.4%
GT
1463
Glenview Trust
Kentucky
$447K +$2.54K +15 +0.5%
FWP
1464
FAS Wealth Partners
Kansas
$446K +$509 +3 +0.1%
FMWA
1465
Forvis Mazars Wealth Advisors
Missouri
$445K -$56.1K -331 -10%
SFG
1466
Synergy Financial Group
California
$444K +$23.1K +136 +5%
SFCL
1467
Strengthening Families & Communities LLC
Massachusetts
$444K +$24.9K +147 +5%
IF
1468
Intrua Financial
Texas
$443K -$327K -1,927 -38%
RGC
1469
Roberts, Glore & Co
Illinois
$443K +$42.7K +252 +9%
HT
1470
HighTower Trust
Texas
$441K +$16.6K +98 +3%
SAG
1471
Spotlight Asset Group
Illinois
$440K +$466K +2,748 New
BL
1472
Balentine LLC
Georgia
$439K -$395K -2,329 -43%
LAI
1473
Legal Advantage Investments
California
$439K +$178K +1,050 +53%
PA
1474
Probity Advisors
Texas
$437K +$3.39K +20 +0.7%
SWA
1475
Stratos Wealth Advisors
Ohio
$435K +$47.5K +280 +10%

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.