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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
GAMC
1626
Garner Asset Management Corp
Texas
$294K -$61K -360 -15%
CPW
1627
Catalyst Private Wealth
California
$294K -$1.53K -9 -0.4%
XT
1628
XTX Topco
Cayman Islands
$294K +$90.2K +532 +35%
DI
1629
DFPG Investments
Utah
$293K +$73.8K +435 +31%
RCM
1630
RNC Capital Management
California
$292K -$3.98M -23,449 -92%
DA
1631
Duality Advisers
Florida
$292K +$345K +2,033 New
ICP
1632
Interchange Capital Partners
Pennsylvania
$291K +$3.39K +20 +1%
PP
1633
PDS Planning
Ohio
$290K -$148K -874 -30%
AP
1634
Appleton Partners
Massachusetts
$290K -$26.3K -155 -7%
LFASL
1635
Lugano Financial Advisors SA (LFA)
Switzerland
$290K +$132K +776 +63%
HCM
1636
Highview Capital Management
Illinois
$289K
PP
1637
Patron Partners
Texas
$289K +$21.2K +125 +7%
AIMC
1638
Alley Investment Management Company
Illinois
$288K
KCPG
1639
Kavar Capital Partners Group
Kansas
$287K -$11.9K -70 -3%
MMPW
1640
Mitchell McLeod Pugh & Williams
Alabama
$287K +$338K +1,992 New
ST
1641
Spinnaker Trust
Maine
$286K -$3.67M -21,617 -92%
PWS
1642
Peterson Wealth Services
Utah
$286K -$509 -3 -0.2%
DU
1643
Delphia (USA)
Ontario, Canada
$285K -$43.2K -255 -11%
MP
1644
McDonald Partners
Ohio
$285K -$22.9K -135 -6%
HW
1645
Hamilton Wealth
California
$284K -$3.95M -23,281 -92%
TWM
1646
Tradition Wealth Management
Minnesota
$283K -$24.8K -146 -7%
TFCP
1647
Twin Focus Capital Partners
Massachusetts
$283K +$678 +4 +0.2%
HTHT
1648
Hemenway Trust Hemenway Trust
New Hampshire
$282K
FCAG
1649
First Capital Advisors Group
New Jersey
$281K +$11.9K +70 +4%
AWE
1650
Avidian Wealth Enterprises
Texas
$281K +$39.2K +231 +13%

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.