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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
RG
1501
Rathbones Group
United Kingdom
$495K -$56.2K -318 -10%
ACM
1502
Allred Capital Management
Texas
$495K -$32.5K -184 -6%
SIC
1503
Sterling Investment Counsel
New York
$494K +$116K +657 +28%
CAN
1504
Claraphi Advisory Network
United States
$493K -$84.8K -480 -14%
FNBT
1505
FineMark National Bank & Trust
Florida
$492K -$49.3K -279 -9%
IC
1506
Inscription Capital
Texas
$491K -$255K -1,442 -33%
TRIA
1507
Trail Ridge Investment Advisors
Colorado
$489K -$2.47K -14 -0.5%
JIP
1508
Jaffetilchin Investment Partners
Florida
$489K +$7.42K +42 +1%
SFG
1509
Synergy Financial Group
California
$488K
TA
1510
TFG Advisers
Michigan
$488K +$5.48K +31 +1%
VFG
1511
V2 Financial group
Illinois
$486K -$17.7K -100 -3%
VWA
1512
Visionary Wealth Advisors
Illinois
$486K -$41.9K -237 -7%
SC
1513
Solstein Capital
California
$482K -$1.24K -7 -0.2%
GI
1514
Gradient Investments
Minnesota
$481K +$16.1K +91 +3%
AFP
1515
Ausdal Financial Partners
Iowa
$479K -$128K -724 -20%
AC
1516
Addison Capital
Pennsylvania
$479K
AFM
1517
Andesa Financial Management
Pennsylvania
$479K +$123K +698 +32%
PP
1518
PDS Planning
Ohio
$477K +$171K +967 +50%
WTA
1519
Washington Trust Advisors
Massachusetts
$476K -$106K -600 -17%
DS
1520
DRW Securities
Illinois
$476K +$510K +2,885 New
BBP
1521
Banco BTG Pactual
Brazil
$474K -$244K -1,381 -32%
PGWM
1522
Pitti Group Wealth Management
New York
$474K +$1.94K +11 +0.4%
AP
1523
Adero Partners
California
$472K +$67K +379 +15%
FPS
1524
Fieldpoint Private Securities
Connecticut
$467K +$127K +717 +34%
ARC
1525
Advisor Resource Council
Texas
$466K -$527K -2,980 -51%

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.