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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
SSWM
1476
Smith Salley Wealth Management
North Carolina
$530K -$169K -959 -23%
EMG
1477
ETF Managers Group
New Jersey
$529K -$1.88M -10,654 -77%
SWRP
1478
Summit Wealth & Retirement Planning
California
$529K -$9.72K -55 -2%
IRC
1479
Investors Research Corp
Georgia
$525K +$61.8K +350 +12%
CWM
1480
Cornerstone Wealth Management
Missouri
$524K +$29.5K +167 +6%
AF
1481
Advisornet Financial
Minnesota
$523K -$17K -96 -3%
SHWM
1482
Silicon Hills Wealth Management
Texas
$520K -$24.7K -140 -4%
ICG
1483
InterOcean Capital Group
Tennessee
$520K +$127K +720 +30%
MCC
1484
Money Concepts Capital
Florida
$517K -$574K -3,249 -51%
RFO
1485
RiverGlades Family Offices
Florida
$516K
XF
1486
XML Financial
Maryland
$516K +$37.5K +212 +7%
BBNA
1487
Bremer Bank National Association
Minnesota
$512K -$99.8K -565 -15%
GF
1488
Gabelli Funds
New York
$511K +$16.8K +95 +3%
FWP
1489
FAS Wealth Partners
Kansas
$511K +$129K +731 +31%
GT
1490
Glenview Trust
Kentucky
$510K -$21.7K -123 -4%
JC
1491
JB Capital
Connecticut
$510K -$17.7K -100 -3%
CCT
1492
Chemung Canal Trust
New York
$506K -$108K -610 -17%
VAG
1493
VisionPoint Advisory Group
Texas
$506K +$140K +795 +42%
EI
1494
Ellevest Inc
New York
$502K -$104K -590 -16%
MAM
1495
Morse Asset Management
Connecticut
$499K +$233K +1,320 +77%
EWA
1496
Encompass Wealth Advisors
Oregon
$498K
PA
1497
Probity Advisors
Texas
$498K +$24.7K +140 +5%
SWA
1498
Sax Wealth Advisors
New Jersey
$497K +$530 +3 +0.1%
CFG
1499
Cooper Financial Group
California
$497K +$143K +809 +37%
SGI
1500
Summit Global Investments
Utah
$495K -$422K -2,387 -44%

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.