We are live on ! Find out more
CRM icon

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
SIM
1651
Studio Investment Management
Illinois
$340K +$364K +2,059 New
WA
1652
WBH Advisory
Maryland
$339K +$103K +583 +43%
EHWM
1653
Eads & Heald Wealth Management
Georgia
$338K -$146K -825 -29%
JHP
1654
James Hambro & Partners
United Kingdom
$338K
CPW
1655
Catalyst Private Wealth
California
$338K +$21.9K +124 +6%
PFM
1656
Parsec Financial Management
North Carolina
$337K -$19.4K -110 -5%
GTAM
1657
Global Trust Asset Management
Florida
$336K -$230K -1,301 -39%
First Manhattan
1658
First Manhattan
New York
$336K -$3.53K -20 -1%
EWA
1659
Evolution Wealth Advisors
Florida
$334K -$17.3K -98 -5%
WCM
1660
WealthBridge Capital Management
Ohio
$334K -$530 -3 -0.1%
JCM
1661
Janney Capital Management
Pennsylvania
$334K +$95.8K +542 +37%
HCM
1662
Highview Capital Management
Illinois
$331K -$285K -1,611 -45%
ICP
1663
Interchange Capital Partners
Pennsylvania
$331K +$50.5K +286 +17%
LAI
1664
Legal Advantage Investments
California
$330K -$412K -2,330 -54%
AIMC
1665
Alley Investment Management Company
Illinois
$330K
PL
1666
Parthenon LLC
Kentucky
$330K
SWM
1667
Salvus Wealth Management
New Jersey
$330K +$11.5K +65 +3%
WMA
1668
Wealth Management Associates
New Jersey
$329K -$345K -1,951 -49%
PWS
1669
Peterson Wealth Services
Utah
$329K -$1.21M -6,853 -77%
CCA
1670
Childress Capital Advisors
Texas
$328K -$62.5K -354 -15%
CAG
1671
Csenge Advisory Group
Florida
$327K -$228K -1,292 -39%
WAM
1672
WNY Asset Management
New York
$327K -$16.6K -94 -5%
OMC
1673
Old Mission Capital
Illinois
$327K +$350K +1,981 New
TFCP
1674
Twin Focus Capital Partners
Massachusetts
$324K +$52.3K +296 +18%
HTHT
1675
Hemenway Trust Hemenway Trust
New Hampshire
$323K -$12.5K -71 -3%

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.