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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
QC
1676
Quent Capital
New York
$259K +$106K +625 +53%
ARC
1677
Advisor Resource Council
Texas
$258K -$174K -1,028 -36%
GA
1678
Geller Advisors
New York
$258K -$163K -959 -35%
KP
1679
Keel Point
Alabama
$258K -$8.99K -53 -3%
HWMA
1680
Heritage Wealth Management (Arizona)
Arizona
$258K -$678 -4 -0.2%
PW
1681
Peninsula Wealth
California
$258K +$304K +1,792 New
KPW
1682
Kore Private Wealth
New York
$256K +$54.6K +322 +22%
DC
1683
DeDora Capital
California
$255K
TVAMP
1684
Tennessee Valley Asset Management Partners
Tennessee
$255K
PPP
1685
Private Portfolio Partners
New Jersey
$255K -$1.19K -7 -0.4%
AWG
1686
Altus Wealth Group
Colorado
$254K
CPA
1687
Capital Planning Advisors
California
$253K -$32.9K -194 -10%
DWA
1688
Dougherty Wealth Advisers
Minnesota
$253K
CPWA
1689
Cerro Pacific Wealth Advisors
California
$253K +$10.7K +63 +4%
CAG
1690
Csenge Advisory Group
Florida
$252K -$39.3K -232 -12%
CWP
1691
Curated Wealth Partners
California
$251K
HCP
1692
Hexagon Capital Partners
Arkansas
$250K +$45.3K +267 +18%
SQA
1693
Simon Quick Advisors
New Jersey
$250K +$77.3K +456 +36%
LFA
1694
Legacy Financial Advisors
Kentucky
$249K -$168K -989 -36%
MWM
1695
Modera Wealth Management
New Jersey
$249K +$3.39K +20 +1%
WF
1696
Wayfinding Financial
Washington
$248K -$7.63K -45 -3%
P
1697
&Partners
Tennessee
$248K +$21K +124 +8%
WP
1698
WMS Partners
Maryland
$247K -$22.2K -131 -7%
SICM
1699
Sustainable Insight Capital Management
New York
$246K -$17K -100 -6%
ABC
1700
Associated Banc-Corp
Wisconsin
$245K -$66.3K -391 -19%

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.