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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
SC
151
Sculptor Capital
New York
$91.4M -$176M -995,426 -64%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$89.8M +$9.99M +56,558 +12%
Holocene Advisors
153
Holocene Advisors
New York
$89.6M +$53.9M +305,031 +128%
MPI
154
Mairs & Power Inc
Minnesota
$89.3M +$26.3M +149,031 +38%
ZIG
155
Zurich Insurance Group
Switzerland
$88.6M -$1.16M -6,547 -1%
O
156
Ossiam
France
$88.2M +$1.27M +7,182 +1%
SAM
157
Storebrand Asset Management
Norway
$84.9M -$4.81M -27,232 -5%
PF
158
Phoenix Financial
Israel
$83.2M -$1.08M -6,086 -1%
Hudson Bay Capital Management
159
Hudson Bay Capital Management
Connecticut
$82.5M +$88.3M +500,000 New
US Bancorp
160
US Bancorp
Minnesota
$81.5M -$5.58M -31,583 -6%
CAM
161
Contour Asset Management
New York
$81M +$86.7M +490,717 New
Asset Management One
162
Asset Management One
Japan
$79.1M +$503K +2,844 +0.6%
NHAS
163
Novo Holdings A/S
Denmark
$79M +$31.7M +179,500 +60%
Canada Pension Plan Investment Board
164
Canada Pension Plan Investment Board
Ontario, Canada
$78.8M +$7.15M +40,456 +9%
SO
165
STRS Ohio
Ohio
$78.2M +$14.3M +81,064 +21%
Aviva
166
Aviva
United Kingdom
$77.2M +$13.3M +75,366 +19%
CA
167
Commerzbank Aktiengesellschaft
Germany
$75.8M -$3.91M -22,135 -5%
SEP
168
Soma Equity Partners
California
$74.3M +$79.5M +450,000 New
Truist Financial
169
Truist Financial
North Carolina
$71.7M -$7.25M -41,029 -9%
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$70M -$1.68M -9,494 -2%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$69.9M -$4.69M -26,571 -6%
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$68.1M +$450K +2,544 +0.6%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$68M +$2.33M +13,165 +3%
1832 Asset Management
174
1832 Asset Management
Ontario, Canada
$67.8M -$17.5M -98,947 -19%
HighTower Advisors
175
HighTower Advisors
Illinois
$67.5M -$26.7M -151,282 -27%

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.