We are live on ! Find out more
CRM icon

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
WDL
1701
Well Done LLC
Michigan
$245K +$23.2K +137 +9%
GWANC
1702
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$288K +1,701 New
FAM
1703
Formidable Asset Management
Ohio
$244K +$6.78K +40 +3%
PB
1704
Pinnacle Bancorp
Nebraska
$243K -$12.7K -75 -4%
WA
1705
Waverly Advisors
Alabama
$243K +$56.5K +333 +24%
HS
1706
HighVista Strategies
Massachusetts
$241K
IGWM
1707
ICA Group Wealth Management
Colorado
$241K +$8.82K +52 +3%
BIA
1708
Bigelow Investment Advisors
Maine
$241K +$284K +1,673 New
CCM
1709
Conway Capital Management
California
$241K
NFG
1710
Norris Financial Group
South Carolina
$241K -$3.39K -20 -1%
BBL
1711
Beck Bode LLC
Massachusetts
$240K +$14.8K +87 +6%
TF
1712
Tompkins Financial
New York
$239K -$7.63K -45 -3%
AWM
1713
Aevitas Wealth Management
Massachusetts
$239K -$2.54K -15 -0.9%
IIC
1714
Integrated Investment Consultants
Michigan
$239K +$17.3K +102 +7%
CIP
1715
Convergence Investment Partners
Florida
$239K +$31.9K +188 +13%
NJBEST
1716
New Jersey Better Educational Savings Trust
New Jersey
$238K
AF
1717
Apexium Financial
Texas
$238K +$280K +1,651 New
WIM
1718
Westside Investment Management
California
$236K +$305K +1,800 +51%
LWA
1719
Lineweaver Wealth Advisors
Ohio
$236K -$562K -3,317 -67%
AWAP
1720
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$236K +$278K +1,640 New
JFA
1721
JNBA Financial Advisors
Minnesota
$235K -$27.6K -163 -9%
PCP
1722
Proficio Capital Partners
Massachusetts
$235K -$19.5K -115 -6%
CPA
1723
Capital Performance Advisors
California
$234K -$13.1K -77 -5%
CBT
1724
CoreFirst Bank & Trust
Kansas
$233K +$8.65K +51 +3%
MCC
1725
Malaga Cove Capital
California
$233K +$275K +1,620 New

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.