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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
BFC
1601
Blue Fin Capital
Rhode Island
$389K +$36.2K +205 +10%
SIM
1602
SSI Investment Management
California
$388K
WAG
1603
Winthrop Advisory Group
Massachusetts
$387K +$95.4K +540 +30%
HSA
1604
HBK Sorce Advisory
Pennsylvania
$385K -$382K -2,163 -48%
KCIA
1605
Kingsbury Capital Investment Advisors
Illinois
$385K +$2.65K +15 +0.6%
Bank of Montreal
1606
Bank of Montreal
Ontario, Canada
$381K -$34.3M -194,096 -9%
CSI
1607
Cross Staff Investments
New York
$380K
FFC
1608
First Financial Corp
Indiana
$380K
PA
1609
Parkside Advisors
California
$380K +$883 +5 +0.2%
RPWA
1610
Regent Peak Wealth Advisors
Georgia
$380K +$35.3K +200 +10%
SGA
1611
Seaport Global Advisors
Massachusetts
$378K +$256K +1,450 +172%
CAAS
1612
Capital Asset Advisory Services
Michigan
$375K -$88.9K -503 -18%
KFGK
1613
Keystone Financial Group (Kentucky)
Kentucky
$375K -$52.1K -295 -11%
CIM
1614
CIM Investment Management
Pennsylvania
$375K -$2.47K -14 -0.6%
HCM
1615
Hengehold Capital Management
Ohio
$375K +$8.84K +50 +2%
VNA
1616
Valley National Advisers
Pennsylvania
$373K +$87.3K +494 +31%
BTW
1617
Boston Trust Walden
Massachusetts
$372K +$94.4K +534 +31%
AWM
1618
Accel Wealth Management
Iowa
$371K -$12.5K -71 -3%
DIM
1619
Delta Investment Management
California
$370K -$575K -3,253 -59%
DU
1620
Delphia (USA)
Ontario, Canada
$369K -$5.48K -31 -1%
SWA
1621
SOA Wealth Advisors
New York
$368K -$29K -164 -7%
GWM
1622
Greenwich Wealth Management
Connecticut
$368K
MIC
1623
Meridian Investment Counsel
California
$367K -$26.5K -150 -6%
BWP
1624
Baldwin Wealth Partners
Massachusetts
$367K
TYCC
1625
Texas Yale Capital Corp
Florida
$367K

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.