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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
NAS
1551
Nicolet Advisory Services
Wisconsin
$363K +$80K +472 +23%
TCM
1552
Traynor Capital Management
Pennsylvania
$363K +$111K +657 +35%
VA
1553
Valmark Advisers
Ohio
$361K -$5.09K -30 -1%
KFI
1554
Key Financial Inc
Pennsylvania
$361K +$4.41K +26 +1%
BOH
1555
Bank of Hawaii
Hawaii
$360K -$1.12M -6,625 -73%
FBC
1556
Fairfield, Bush & Co
Connecticut
$359K -$37.6K -222 -8%
CWP
1557
Concord Wealth Partners
Virginia
$359K +$21.5K +127 +5%
BFC
1558
Blue Fin Capital
Rhode Island
$354K +$17K +100 +4%
AWM
1559
Angeles Wealth Management
California
$352K -$13.1K -77 -3%
BTW
1560
Boston Trust Walden
Massachusetts
$347K +$27.1K +160 +7%
BBNA
1561
Bremer Bank National Association
Minnesota
$346K -$118K -694 -22%
BAS
1562
Brown Advisory Securities
Maryland
$346K -$29.5K -174 -7%
HLOC
1563
H.L. Ormond & Company
North Carolina
$345K +$141K +832 +53%
MC
1564
Machina Capital
France
$344K +$83.1K +490 +26%
LSPW
1565
Lake Street Private Wealth
Illinois
$343K -$21.7K -128 -5%
SWA
1566
Sutton Wealth Advisors
Florida
$341K -$8.65K -51 -2%
SP
1567
Symmetry Partners
Connecticut
$341K -$325K -1,918 -45%
AIS
1568
AM Investment Strategies
Tennessee
$341K +$78.7K +464 +24%
AC
1569
AlphaCore Capital
California
$340K +$169K +995 +73%
LCM
1570
Laurion Capital Management
New York
$340K +$401K +2,367 New
SIM
1571
SSI Investment Management
California
$338K +$678 +4 +0.2%
WAG
1572
Winthrop Advisory Group
Massachusetts
$337K -$848 -5 -0.2%
KCIA
1573
Kingsbury Capital Investment Advisors
Illinois
$336K
FFC
1574
First Financial Corp
Indiana
$335K +$3.56K +21 +0.9%
WCM
1575
WealthBridge Capital Management
Ohio
$334K

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.