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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
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$118M +$30.5M +172,356 +32%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$114M +$23.5M +133,051 +24%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$114M -$27.1M -153,209 -18%
LPL Financial
129
LPL Financial
California
$114M -$1.32M -7,455 -1%
LWCFA
130
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$114M -$108K -609 -0.1%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$112M +$3.37M +19,066 +3%
Select Equity Group
132
Select Equity Group
New York
$112M -$34.2M -193,717 -22%
CI Investments Inc
133
CI Investments Inc
Ontario, Canada
$110M +$38.9M +219,932 +49%
Bank Julius Baer & Co
134
Bank Julius Baer & Co
Switzerland
$109M -$4.39M -24,840 -4%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$108M +$9.07M +51,354 +9%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$108M +$62.4M +353,289 +118%
Citadel Advisors
137
Citadel Advisors
Florida
$106M +$18.6M +105,050 +20%
IC
138
Immersion Capital
United Kingdom
$106M -$45.6M -258,050 -29%
CG
139
Carmignac Gestion
France
$105M -$135M -765,725 -55%
SFM
140
Soros Fund Management
New York
$104M +$64.4M +364,209 +138%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$103M +$59M +333,868 +115%
NCM
142
Nellore Capital Management
California
$102M +$8.13M +46,000 +8%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$99.5M +$1.35M +7,627 +1%
Public Sector Pension Investment Board (PSP Investments)
144
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$98.9M -$8.22M -46,541 -7%
Robeco Institutional Asset Management
145
Robeco Institutional Asset Management
Netherlands
$98.2M +$7.26M +41,094 +7%
Calamos Advisors
146
Calamos Advisors
Illinois
$98M +$6.07M +34,337 +6%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$95.1M +$170K +963 +0.2%
Westfield Capital Management
148
Westfield Capital Management
Massachusetts
$94.9M -$10.6M -59,759 -9%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$94.1M +$2.55M +14,418 +3%
IC
150
IEQ Capital
California
$92.4M +$296K +1,676 +0.3%

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.