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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
TSS
1701
Two Sigma Securities
New York
$302K -$3.89M -22,006 -92%
AA
1702
Ancora Advisors
Ohio
$302K -$12.7K -72 -4%
SCP
1703
Sender Company & Partners
New York
$301K -$1.8M -10,196 -85%
SAM
1704
Synergy Asset Management
Washington
$301K -$398K -2,251 -55%
BC
1705
Bridgefront Capital
Texas
$301K +$322K +1,822 New
WCM
1706
Whitener Capital Management
North Carolina
$299K -$348K -1,970 -52%
IGWM
1707
ICA Group Wealth Management
Colorado
$298K
CAM
1708
Cubic Asset Management
Massachusetts
$297K
JFA
1709
JNBA Financial Advisors
Minnesota
$297K +$15.4K +87 +5%
TNA
1710
True North Advisors
Texas
$297K +$21.6K +122 +7%
HWMA
1711
Heritage Wealth Management (Arizona)
Arizona
$297K -$25.4K -144 -7%
FCM
1712
Fourpath Capital Management
Oklahoma
$296K -$52.5K -297 -14%
GLA
1713
Great Lakes Advisors
Illinois
$296K -$17.3K -98 -5%
SAM
1714
Silvercrest Asset Management
New York
$296K -$11.5K -65 -4%
PHS
1715
Pekin Hardy Strauss
Illinois
$295K -$107K -603 -25%
SOS
1716
Silver Oak Securities
Tennessee
$294K -$7.77K -44 -3%
PPP
1717
Private Portfolio Partners
New Jersey
$294K -$9.37K -53 -3%
WAM
1718
Wolverine Asset Management
Illinois
$293K -$17.7K -100 -5%
DC
1719
DeDora Capital
California
$293K
TVAMP
1720
Tennessee Valley Asset Management Partners
Tennessee
$293K +$30.9K +175 +11%
WF
1721
Wayfinding Financial
Washington
$292K +$8.48K +48 +3%
PWM
1722
Prentice Wealth Management
New York
$292K +$313K +1,770 New
PB
1723
Pinnacle Bancorp
Nebraska
$291K
PWMAG
1724
Pinnacle Wealth Management Advisory Group
New Jersey
$290K -$190K -1,074 -38%
DWA
1725
Dougherty Wealth Advisers
Minnesota
$290K

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.