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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
PCFFS
1726
Pacific Center for Financial Services
California
$290K +$1.77K +10 +0.6%
LGA
1727
Lebenthal Global Advisors
New York
$290K +$61K +345 +24%
CWP
1728
Curated Wealth Partners
California
$287K +$20.7K +117 +7%
PFGIA
1729
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$85.9K -486 -22%
GCP
1730
Gill Capital Partners
Colorado
$286K
AWE
1731
Avidian Wealth Enterprises
Texas
$285K -$32.7K -185 -10%
CA
1732
Calton & Associates
Florida
$284K -$50K -283 -14%
TWA
1733
TCI Wealth Advisors
Arizona
$284K +$26.5K +150 +10%
MWM
1734
Modera Wealth Management
New Jersey
$283K -$14.5K -82 -5%
APW
1735
Austin Private Wealth
Texas
$283K -$2.47K -14 -0.8%
CPA
1736
Capital Performance Advisors
California
$281K +$13.6K +77 +5%
TF
1737
Tompkins Financial
New York
$281K +$51.6K +292 +21%
NFG
1738
Norris Financial Group
South Carolina
$279K -$887K -5,021 -75%
CFO
1739
CVA Family Office
Colorado
$279K -$79.2K -448 -21%
CPWA
1740
Cerro Pacific Wealth Advisors
California
$279K -$1.77K -10 -0.6%
AWM
1741
Aevitas Wealth Management
Massachusetts
$277K
LAM
1742
L2 Asset Management
Massachusetts
$277K +$10.4K +59 +4%
AA
1743
Apriem Advisors
California
$277K +$40.6K +230 +16%
HS
1744
HighVista Strategies
Massachusetts
$277K +$296K +1,676 New
CCM
1745
Conway Capital Management
California
$276K -$121K -685 -29%
VWM
1746
Venturi Wealth Management
Texas
$276K -$85.7K -485 -22%
PPW
1747
Pinnacle Private Wealth
Massachusetts
$274K -$166K -941 -36%
NJBEST
1748
New Jersey Better Educational Savings Trust
New Jersey
$273K
EAM
1749
Evanson Asset Management
California
$272K +$59.9K +339 +26%
MA
1750
MONECO Advisors
Connecticut
$270K +$27.7K +157 +11%

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.