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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
CCM
1676
Chiron Capital Management
Florida
$323K +$70.7K +400 +26%
CPA
1677
Capital Planning Advisors
California
$322K -$468K -2,649 -58%
AA
1678
Aire Advisors
California
$322K -$40.5K -229 -10%
SCA
1679
STALEY CAPITAL ADVISERS
Pennsylvania
$322K +$345K +1,950 New
HCA
1680
Hyperion Capital Advisors
New York
$319K
SICM
1681
Sustainable Insight Capital Management
New York
$319K
FFL
1682
Future Fund LLC
Illinois
$316K +$13.8K +78 +4%
ACM
1683
Ategra Capital Management
Virginia
$316K +$143K +808 +73%
AIS
1684
AM Investment Strategies
Tennessee
$315K -$63.6K -360 -16%
PCP
1685
Proficio Capital Partners
Massachusetts
$315K -$3.18K -18 -0.9%
SA
1686
Syntax Advisors
New York
$315K +$47.2K +267 +16%
VCG
1687
Vantage Consulting Group
Virginia
$315K +$47.2K +267 +16%
EWM
1688
Evermay Wealth Management
Virginia
$314K +$27.2K +154 +9%
MC
1689
Machina Capital
France
$314K +$336K +1,900 New
NWA
1690
New World Advisors
Massachusetts
$313K +$23K +130 +7%
SWM
1691
Silverlake Wealth Management
Vermont
$311K +$3.18K +18 +1%
DA
1692
Doliver Advisors
Texas
$311K -$59K -334 -15%
PP
1693
Patron Partners
Texas
$311K -$5.83K -33 -2%
SBL
1694
Sargent Bickham Lagudis
Colorado
$311K +$48.2K +273 +17%
FCAG
1695
First Capital Advisors Group
New Jersey
$311K +$333K +1,887 New
AIA
1696
Angeles Investment Advisors
California
$309K +$126K +715 +62%
TCM
1697
Traynor Capital Management
Pennsylvania
$308K +$63.4K +359 +24%
EFS
1698
Econ Financial Services
Pennsylvania
$307K +$325K +1,840 +8,762%
GCP
1699
GSA Capital Partners
United Kingdom
$305K +$27.7K +157 +9%
WP
1700
WMS Partners
Maryland
$305K +$45.8K +259 +16%

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.