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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
DA
1526
DSC Advisors
Illinois
$466K -$81.8K -463 -14%
SCI
1527
S&CO Inc
Massachusetts
$466K +$1.41K +8 +0.3%
RGC
1528
Roberts, Glore & Co
Illinois
$466K +$47.4K +268 +10%
CAM
1529
Carret Asset Management
New York
$466K +$93.5K +529 +23%
LB
1530
Leo Brokerage
Texas
$464K -$93.3K -528 -16%
RMDI
1531
R.M. Davis Inc
Maine
$464K -$353 -2 -0.1%
CFM
1532
Capricorn Fund Managers
United Kingdom
$462K +$495K +2,800 New
VAM
1533
Vienna Asset Management
California
$461K -$2.86M -16,188 -85%
LWP
1534
Lumature Wealth Partners
Georgia
$461K -$181K -1,022 -27%
BC
1535
Bowman & Company
Wisconsin
$461K +$23K +130 +5%
BFM
1536
Boston Financial Management
Massachusetts
$460K +$149K +843 +43%
EF
1537
Empowered Funds
Pennsylvania
$460K +$492K +2,786 New
RWP
1538
RWA Wealth Partners
Massachusetts
$459K +$97.2K +550 +25%
DFA
1539
Delta Financial Advisors
Louisiana
$458K +$80.4K +455 +20%
GA
1540
Geller Advisors
New York
$454K +$9.54K +54 +2%
SWA
1541
Stratos Wealth Advisors
Ohio
$453K +$37.3K +211 +8%
FW
1542
FirstPurpose Wealth
Utah
$453K +$39.9K +226 +9%
CF
1543
Copperwynd Financial
Arizona
$450K -$56.7K -321 -11%
BFA
1544
Beaumont Financial Advisors
Massachusetts
$450K +$24.4K +138 +5%
RC
1545
Rovin Capital
Arizona
$449K +$64.1K +363 +15%
LFA
1546
Legacy Financial Advisors
Kentucky
$449K +$160K +907 +50%
FBC
1547
Fairfield, Bush & Co
Connecticut
$448K -$310K -1,753 -39%
SCG
1548
Sonata Capital Group
Washington
$447K
MCA
1549
Magnolia Capital Advisors
Mississippi
$444K -$284K -1,605 -37%
CA
1550
Capitolis Advisors
New York
$443K -$191K -1,080 -29%

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.