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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
CP
1501
Camelot Portfolios
Ohio
$406K -$163K -959 -25%
GF
1502
Gabelli Funds
New York
$406K -$46.6K -275 -9%
SCI
1503
S&CO Inc
Massachusetts
$406K
MCC
1504
Money Concepts Capital
Florida
$404K -$44.6K -263 -9%
VFG
1505
V2 Financial group
Illinois
$401K -$26.5K -156 -5%
AWM
1506
Accurate Wealth Management
Florida
$399K +$233K +1,373 +102%
RC
1507
Rovin Capital
Arizona
$398K +$7.12K +42 +2%
BFA
1508
Beaumont Financial Advisors
Massachusetts
$398K +$7.63K +45 +2%
TA
1509
TFG Advisers
Michigan
$397K -$34.1K -201 -7%
CC
1510
Centiva Capital
New York
$396K +$202K +1,194 +77%
SWP
1511
Strategic Wealth Partners
Ohio
$396K +$43.4K +256 +10%
JWM
1512
Jeppson Wealth Management
California
$395K +$58.8K +347 +14%
CCMD
1513
Cypress Capital Management (Delaware)
Delaware
$395K +$217K +1,279 +87%
CC
1514
Commons Capital
Massachusetts
$394K -$83.1K -490 -15%
CAM
1515
Carret Asset Management
New York
$393K -$15.6K -92 -3%
AWM
1516
Atticus Wealth Management
Florida
$389K
AA
1517
Alta Advisers
United Kingdom
$388K +$458K +2,700 New
CA
1518
Capitolis Advisors
New York
$386K
RG
1519
Rathbones Group
United Kingdom
$385K -$54.3K -320 -11%
VAG
1520
VisionPoint Advisory Group
Texas
$384K -$6.44K -38 -1%
CF
1521
Copperwynd Financial
Arizona
$383K -$11K -65 -2%
RIA
1522
Regal Investment Advisors
Michigan
$381K -$870K -5,129 -66%
LA
1523
Legacy Advisors
Pennsylvania
$381K +$449K +2,649 New
CCI
1524
Credit Capital Investments
New Jersey
$380K -$322K -1,900 -42%
PMA
1525
Prudent Man Advisors
Illinois
$380K -$2.37K -14 -0.5%

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.