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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
VA
1576
Valmark Advisers
Ohio
$420K +$2.65K +15 +0.6%
WCFA
1577
Walkner Condon Financial Advisors
Wisconsin
$418K +$49.8K +282 +13%
KFI
1578
Key Financial Inc
Pennsylvania
$417K
AWM
1579
Angeles Wealth Management
California
$417K +$88K +498 +25%
LSPW
1580
Lake Street Private Wealth
Illinois
$415K -$194K -1,100 -30%
DJYG
1581
David J. Yvars Group
Florida
$415K +$11.5K +65 +3%
IAMH
1582
IvyRock Asset Management (HK)
Hong Kong
$413K
CA
1583
Crumly & Associates
Illinois
$413K +$53.9K +305 +14%
SWP
1584
Strategic Wealth Partners
Ohio
$412K -$48.1K -272 -10%
PFBT
1585
Parkside Financial Bank & Trust
Missouri
$408K +$34.6K +196 +9%
SG
1586
Stonnington Group
California
$407K -$880K -4,978 -68%
BFPW
1587
BOK Financial Private Wealth
Colorado
$406K -$614K -3,475 -59%
RWP
1588
Revolve Wealth Partners
New Jersey
$403K +$25.1K +142 +6%
SAM
1589
Secure Asset Management
Michigan
$402K +$71.6K +405 +20%
SWA
1590
Sutton Wealth Advisors
Florida
$400K +$12K +68 +3%
GAMC
1591
Garner Asset Management Corp
Texas
$397K +$64.5K +365 +18%
HCM
1592
Harvey Capital Management
Florida
$396K
EWA
1593
EverSource Wealth Advisors
Alabama
$396K +$20.7K +117 +5%
JWM
1594
Jeppson Wealth Management
California
$396K +$49.3K +279 +13%
T
1595
TCWP
Ohio
$393K -$111K -626 -21%
MW
1596
Marcum Wealth
Ohio
$393K +$28.6K +162 +7%
LWAM
1597
Legacy Wealth Asset Management
Minnesota
$393K +$121K +685 +40%
AIM
1598
Anchor Investment Management
South Carolina
$391K +$33.9K +192 +9%
CWP
1599
Concord Wealth Partners
Virginia
$391K +$85.5K +484 +26%
AWM
1600
Atticus Wealth Management
Florida
$389K -$29K -164 -7%

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.