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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
PHS
1576
Pekin Hardy Strauss
Illinois
$334K +$90.7K +535 +30%
PFGIA
1577
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$98.5K +581 +34%
PA
1578
Parkside Advisors
California
$331K -$848 -5 -0.2%
CSI
1579
Cross Staff Investments
New York
$331K
T
1580
TCWP
Ohio
$330K -$14.6K -86 -4%
SWA
1581
SOA Wealth Advisors
New York
$330K +$10.9K +64 +3%
HCM
1582
Hengehold Capital Management
Ohio
$328K +$1.7K +10 +0.4%
CIM
1583
CIM Investment Management
Pennsylvania
$327K
DJYG
1584
David J. Yvars Group
Florida
$325K -$34.8K -205 -8%
NWA
1585
New World Advisors
Massachusetts
$325K +$59.7K +352 +18%
GWM
1586
Greenwich Wealth Management
Connecticut
$324K +$3.56K +21 +0.9%
CCM
1587
Chiron Capital Management
Florida
$324K +$49.7K +293 +15%
SBL
1588
Sargent Bickham Lagudis
Colorado
$324K +$62.6K +369 +20%
RI
1589
Redwood Investments
Massachusetts
$323K -$67.1K -396 -15%
SA
1590
Syntax Advisors
New York
$323K +$56.3K +332 +17%
VCG
1591
Vantage Consulting Group
Virginia
$323K +$56.3K +332 +17%
MIC
1592
Meridian Investment Counsel
California
$320K
TYCC
1593
Texas Yale Capital Corp
Florida
$320K
NFSG
1594
Newbridge Financial Services Group
Florida
$320K +$101K +597 +37%
BWP
1595
Baldwin Wealth Partners
Massachusetts
$319K
NIMI
1596
Natixis Investment Managers International
France
$317K -$5.88M -34,705 -94%
PFBT
1597
Parkside Financial Bank & Trust
Missouri
$317K -$46.8K -276 -11%
RA
1598
Riverstone Advisors
Texas
$316K -$67K -395 -15%
EL
1599
Essex LLC
Illinois
$316K +$848 +5 +0.2%
SIA
1600
SkyView Investment Advisors
New Jersey
$315K +$8.65K +51 +2%

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.