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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
RFN
1601
Redwood Financial Network
Ohio
$314K +$5.6K +33 +2%
WMA
1602
Wealth Management Associates
New Jersey
$312K +$29.7K +175 +9%
RWP
1603
Revolve Wealth Partners
New Jersey
$309K -$50K -295 -12%
VNA
1604
Valley National Advisers
Pennsylvania
$309K -$17K -100 -5%
CRI
1605
Colonial River Investments
Virginia
$309K -$9.16K -54 -2%
MRCM
1606
M&R Capital Management
New Jersey
$307K -$727K -4,288 -67%
IC
1607
Inscription Capital
Texas
$307K -$143K -844 -28%
First Manhattan
1608
First Manhattan
New York
$307K +$17K +100 +5%
CFO
1609
Collective Family Office
Pennsylvania
$307K +$362K +2,135 New
AWM
1610
Accel Wealth Management
Iowa
$306K -$42.4K -250 -11%
TC
1611
Truvestments Capital
Florida
$306K -$6.44K -38 -2%
1CP
1612
17 Capital Partners
Arizona
$305K +$3.39K +20 +1%
RMCM
1613
Reynders McVeigh Capital Management
Massachusetts
$305K +$7.97K +47 +2%
WPC
1614
Waters Parkerson & Co
Louisiana
$305K +$102K +600 +39%
BPGAM
1615
BTG Pactual Global Asset Management
Bermuda
$303K -$1.41M -8,296 -80%
BFPW
1616
BOK Financial Private Wealth
Colorado
$301K -$61.6K -363 -15%
FC
1617
Fulcrum Capital
Washington
$300K -$82.1K -484 -19%
EP
1618
Eudaimonia Partners
Tennessee
$300K -$19.5K -115 -5%
GTAM
1619
Global Trust Asset Management
Florida
$300K +$9.33K +55 +3%
DP
1620
DDD Partners
Washington
$299K +$353K +2,081 New
JCM
1621
Janney Capital Management
Pennsylvania
$297K +$6.44K +38 +2%
MSR
1622
Main Street Research
Connecticut
$296K +$349K +2,057 New
RPWA
1623
Regent Peak Wealth Advisors
Georgia
$295K -$42.4K -250 -11%
SWM
1624
Salvus Wealth Management
New Jersey
$295K +$8.99K +53 +3%
SAM
1625
Synergy Asset Management
Washington
$295K +$38.2K +225 +12%

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.