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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
MA
1526
Montag & Associates
Georgia
$379K +$72.9K +430 +20%
EI
1527
Ellevest Inc
New York
$378K -$70K -413 -14%
TWM
1528
Tolleson Wealth Management
Texas
$378K
JIP
1529
Jaffetilchin Investment Partners
Florida
$377K -$57.1K -337 -11%
RFA
1530
Resurgent Financial Advisors
Georgia
$377K -$509 -3 -0.1%
IWA
1531
IVC Wealth Advisors
Pennsylvania
$376K +$10.9K +64 +3%
SC
1532
Saiph Capital
New Jersey
$375K +$8.48K +50 +2%
MTIM
1533
Marathon Trading Investment Management
Pennsylvania
$374K +$441K +2,600 New
AIM
1534
Anchor Investment Management
South Carolina
$374K +$39K +230 +10%
SB
1535
Sunflower Bank
Texas
$373K -$10.9K -64 -2%
SAM
1536
Secure Asset Management
Michigan
$372K +$25.9K +153 +6%
VWA
1537
Visionary Wealth Advisors
Illinois
$371K -$61.7K -364 -12%
LWP
1538
Lumature Wealth Partners
Georgia
$371K -$36.1K -213 -8%
MCA
1539
Magnolia Capital Advisors
Mississippi
$371K -$18.8K -111 -4%
BPFA
1540
Barnes Pettey Financial Advisors
Mississippi
$370K -$3.22K -19 -0.7%
SFPG
1541
Stonebridge Financial Planning Group
Florida
$368K -$8.48K -50 -2%
HIF
1542
Hill Island Financial
Michigan
$368K
WCFA
1543
Walkner Condon Financial Advisors
Wisconsin
$368K +$3.56K +21 +0.8%
CA
1544
Crumly & Associates
Illinois
$368K +$9.33K +55 +2%
OIS
1545
Okabena Investment Services
Minnesota
$368K +$198K +1,166 +84%
AF
1546
Advisornet Financial
Minnesota
$366K -$105K -620 -20%
CCT
1547
Chemung Canal Trust
New York
$366K -$87.8K -518 -17%
KFGK
1548
Keystone Financial Group (Kentucky)
Kentucky
$366K +$46K +271 +12%
SGA
1549
Seaport Global Advisors
Massachusetts
$365K +$42.1K +248 +11%
PNC
1550
Park National Corp
Ohio
$364K -$17.5K -103 -4%

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.