Salesforce
CRM
2,180 hedge funds and large institutions have $258B invested in Salesforce in 2021 Q3 according to their latest regulatory filings, with 224 funds opening new positions, 1,204 increasing their positions, 528 reducing their positions, and 84 closing their positions.
167% more first-time investments, than exits
New positions opened: 224 | Existing positions closed: 84
128% more repeat investments, than reductions
Existing positions increased: 1,204 | Existing positions reduced: 528
58% more funds holding in top 10
Funds holding in top 10: 100 → 158 (+58)
15% more capital invested
Capital invested by funds: $224B → $258B (+$34.1B)
5% more funds holding
Funds holding: 2,067 → 2,180 (+113)
0.57% more ownership
Funds ownership: 78.83% → 79.41% (+0.57%)
7% less call options, than puts
Call options by funds: $7.86B | Put options by funds: $8.49B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$960M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$895M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$616M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$550M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$381M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.76B |
| 2 |
D.E. Shaw & Co
New York
|
-$363M |
| 3 |
Goldman Sachs
New York
|
-$350M |
| 4 |
Morgan Stanley
New York
|
-$346M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$299M |
CRM Hedge Fund Activity: Q3 2021 in Review
2,180 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2021, worth a combined $258B — up 15% from $224B a quarter earlier.
Buyers outnumbered sellers: 224 funds opened new CRM positions and 84 closed out — a net gain of 140 holders — while 1,204 added to existing stakes and 528 trimmed.
The largest buyer was BlackRock, adding an estimated $960M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.76B.
- 2,180 institutional investors held Salesforce (CRM) as of Q3 2021, up from 2,067 in Q2 2021.
- Funds reported $258B of Salesforce stock for Q3 2021, up 15% quarter-over-quarter.
- 224 funds opened new Salesforce positions in Q3 2021 and 84 closed out, a net change of +140 holders.
- The largest Salesforce buyer in Q3 2021 was BlackRock, an estimated $960M added.
- The largest Salesforce seller in Q3 2021 was T. Rowe Price Associates, an estimated $1.76B sold.
Based on aggregated 13F filings for Q3 2021.