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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
ACM
1476
Allred Capital Management
Texas
$434K +$2.71K +16 +0.5%
BDF
1477
Balasa Dinverno & Foltz
$433K -$59.3K -350 -10%
SWA
1478
Sax Wealth Advisors
New Jersey
$433K
SIMG
1479
Sonora Investment Management Group
Arizona
$433K
SCG
1480
Sonata Capital Group
Washington
$433K +$50.9K +300 +11%
BCM
1481
Bluefin Capital Management
New York
$432K +$509K +3,000 New
MG
1482
Mather Group
Illinois
$431K -$61K -360 -11%
RWP
1483
RWA Wealth Partners
Massachusetts
$430K +$36.1K +213 +8%
B
1484
Bellecapital
Switzerland
$429K +$61.6K +363 +14%
DF
1485
Donoghue Forlines
Massachusetts
$428K +$505K +2,977 New
PWPS
1486
Pinnacle Wealth Planning Services
Ohio
$426K -$592K -3,490 -54%
SIM
1487
Studio Investment Management
Illinois
$425K +$152K +898 +44%
PIA
1488
Perennial Investment Advisors
California
$425K -$299K -1,764 -37%
CP
1489
Castleview Partners
Texas
$423K +$463K +2,731 +1,313%
DWM
1490
Drive Wealth Management
Utah
$421K -$80.4K -474 -14%
SC
1491
Solstein Capital
California
$420K
VWM
1492
Venturi Wealth Management
Texas
$419K +$211K +1,242 +74%
FNBT
1493
FineMark National Bank & Trust
Florida
$417K -$13.9K -82 -3%
AC
1494
Addison Capital
Pennsylvania
$417K
BC
1495
Bowman & Company
Wisconsin
$415K +$15.6K +92 +3%
MC
1496
Mathes Company
New York
$414K -$2.39M -14,114 -83%
PGWM
1497
Pitti Group Wealth Management
New York
$414K +$1.02K +6 +0.2%
DFA
1498
Delta Financial Advisors
Louisiana
$414K +$17K +100 +4%
CIAS
1499
Capital Investment Advisory Services
North Carolina
$413K -$128K -756 -21%
RIM
1500
Redwood Investment Management
Arizona
$410K +$483K +2,848 New

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.