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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
MA
1626
Montag & Associates
Georgia
$364K -$198K -1,120 -34%
CRI
1627
Colonial River Investments
Virginia
$363K -$166K -937 -30%
EP
1628
Eudaimonia Partners
Tennessee
$363K -$29.5K -167 -7%
EL
1629
Essex LLC
Illinois
$361K -$26.7K -151 -6%
GRP
1630
Global Retirement Partners
California
$361K +$18.4K +104 +5%
BAM
1631
Blueshift Asset Management
New Jersey
$360K -$1.05M -5,927 -73%
AP
1632
Appleton Partners
Massachusetts
$358K -$15.2K -86 -4%
TC
1633
Truvestments Capital
Florida
$357K -$9.72K -55 -2%
NAS
1634
Nicolet Advisory Services
Wisconsin
$357K +$84.6K +479 +31%
LSA
1635
Lion Street Advisors
Texas
$355K -$8.13K -46 -4%
RFN
1636
Redwood Financial Network
Ohio
$355K -$5.3K -30 -1%
SIA
1637
SkyView Investment Advisors
New Jersey
$353K -$6.89K -39 -2%
MP
1638
McDonald Partners
Ohio
$350K -$707 -4 -0.2%
MWM
1639
Minot Wealth Management
Massachusetts
$349K -$152K -862 -29%
JWS
1640
Juncture Wealth Strategies
Arizona
$349K -$121K -682 -24%
TWM
1641
Tradition Wealth Management
Minnesota
$349K -$36.4K -206 -9%
KP
1642
Keel Point
Alabama
$349K -$5.48K -31 -2%
CA
1643
Crewe Advisors
Utah
$348K +$89.8K +508 +32%
1CP
1644
17 Capital Partners
Arizona
$347K -$219K -1,240 -37%
ABC
1645
Associated Banc-Corp
Wisconsin
$345K -$54.8K -310 -13%
CWS
1646
Confluence Wealth Services
Pennsylvania
$345K +$65K +368 +25%
RMCM
1647
Reynders McVeigh Capital Management
Massachusetts
$342K -$31.6K -179 -8%
PAA
1648
Peregrine Asset Advisers
Oregon
$341K +$365K +2,064 New
CWM
1649
C2C Wealth Management
Arizona
$340K -$32.2K -182 -9%
KCPG
1650
Kavar Capital Partners Group
Kansas
$340K

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.