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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
QIM
1551
Quantitative Investment Management
Virginia
$443K +$475K +2,688 New
BIA
1552
Benchmark Investment Advisors
Illinois
$442K -$90.8K -514 -16%
AAM
1553
Ascension Asset Management
New York
$441K +$472K +2,670 New
ACM
1554
Advisors Capital Management
New Jersey
$440K -$107K -606 -19%
PMA
1555
Prudent Man Advisors
Illinois
$439K -$6.18K -35 -1%
SB
1556
Sunflower Bank
Texas
$438K -$25.4K -144 -5%
RI
1557
Redwood Investments
Massachusetts
$436K -$20.3K -115 -4%
HA
1558
Harfst & Associates
Wyoming
$435K -$324K -1,834 -41%
TWM
1559
Tolleson Wealth Management
Texas
$434K -$195K -1,101 -30%
PNC
1560
Park National Corp
Ohio
$434K -$6.18K -35 -1%
SIMG
1561
Sonora Investment Management Group
Arizona
$433K -$15.7K -89 -3%
RFA
1562
Resurgent Financial Advisors
Georgia
$433K -$2.83K -16 -0.6%
B
1563
Bellecapital
Switzerland
$433K +$48.1K +272 +12%
SFPG
1564
Stonebridge Financial Planning Group
Florida
$431K -$67.7K -383 -13%
HCM
1565
Hodges Capital Management
Texas
$429K +$35.3K +200 +8%
BAS
1566
Brown Advisory Securities
Maryland
$427K
RA
1567
Riverstone Advisors
Texas
$427K +$3.89K +22 +0.9%
BPFA
1568
Barnes Pettey Financial Advisors
Mississippi
$427K +$24.9K +141 +6%
CNBTD
1569
Citizens National Bank Trust Department
Mississippi
$427K +$54.8K +310 +14%
SMFG
1570
Sumitomo Mitsui Financial Group
Japan
$426K +$441K +2,495 New
FC
1571
Fulcrum Capital
Washington
$425K
SC
1572
Saiph Capital
New Jersey
$422K -$44K -249 -9%
HIF
1573
Hill Island Financial
Michigan
$422K +$168K +953 +59%
CL
1574
CSS LLC
Illinois
$422K +$451K +2,554 New
IWA
1575
IVC Wealth Advisors
Pennsylvania
$421K +$55.7K +315 +14%

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.