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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$82.6M +$635K +3,744 +0.7%
IC
152
Immersion Capital
United Kingdom
$82.4M -$11.9M -70,000 -11%
Westfield Capital Management
153
Westfield Capital Management
Massachusetts
$81.7M -$1.15M -6,763 -1%
Aberdeen Group
154
Aberdeen Group
United Kingdom
$81.5M +$35.3M +208,381 +58%
Calamos Advisors
155
Calamos Advisors
Illinois
$80.9M -$5.28M -31,167 -5%
O
156
Ossiam
France
$78.6M +$2.12M +12,503 +2%
ZIG
157
Zurich Insurance Group
Switzerland
$78.3M +$1.32M +7,776 +1%
AT
158
AMF Tjänstepension
Sweden
$76.4M -$36M -212,511 -29%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$76.1M -$27.7M -163,399 -24%
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$75.4M +$44.5M +262,323 +100%
SAM
161
Storebrand Asset Management
Norway
$75.1M +$1.34M +7,893 +2%
CI Investments Inc
162
CI Investments Inc
Ontario, Canada
$75M -$24.7M -145,569 -22%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$74.9M -$33.3M -196,260 -27%
Canada Pension Plan Investment Board
164
Canada Pension Plan Investment Board
Ontario, Canada
$74.8M +$7.23M +42,640 +9%
WRCM
165
Whale Rock Capital Management
Massachusetts
$74.7M +$24.8M +146,197 +39%
SO
166
STRS Ohio
Ohio
$74M +$6.86M +40,477 +9%
CG
167
Carmignac Gestion
France
$72.6M -$22.3M -131,631 -21%
CS
168
Candriam SCA
Luxembourg
$72.1M +$18.9M +111,672 +29%
SCA
169
Southpoint Capital Advisors
New York
$71.9M +$84.8M +500,000 New
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.8M -$18.1M -106,859 -18%
PCA
171
Personal Capital Advisors
California
$70.6M +$17.2M +101,463 +26%
Asset Management One
172
Asset Management One
Japan
$69.8M +$1.07M +6,315 +1%
Victory Capital Management
173
Victory Capital Management
Texas
$68.8M +$25.8M +151,907 +47%
US Bancorp
174
US Bancorp
Minnesota
$68.6M -$2.81M -16,589 -3%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$68.1M +$22.9M +135,238 +40%

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.