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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
CWA
1726
Canvas Wealth Advisors
Kansas
$232K +$246K +1,452 New
GLA
1727
Great Lakes Advisors
Illinois
$231K -$31.7K -187 -10%
AA
1728
Apriem Advisors
California
$231K -$12.7K -75 -4%
LGA
1729
Lebenthal Global Advisors
New York
$230K -$26.6K -157 -9%
QCIG
1730
Quad-Cities Investment Group
Iowa
$228K +$3.39K +20 +1%
SFI
1731
SPC Financial Inc
Maryland
$227K +$3.39K +20 +1%
PAG
1732
Powers Advisory Group
Illinois
$227K +$4.24K +25 +2%
WRM
1733
Weybosset Research & Management
Rhode Island
$227K +$21.2K +125 +9%
FSA
1734
Fort Sheridan Advisors
Illinois
$226K -$2.54K -15 -0.9%
NGA
1735
Naples Global Advisors
Florida
$226K +$32K +189 +14%
HTC
1736
Haverford Trust Company
Pennsylvania
$226K +$266K +1,570 New
FCM
1737
Fourpath Capital Management
Oklahoma
$225K -$38.8K -229 -13%
MA
1738
MONECO Advisors
Connecticut
$225K -$12.9K -76 -5%
MPW
1739
MGO Private Wealth
California
$225K +$265K +1,562 New
EFG
1740
Everhart Financial Group
Ohio
$223K -$374K -2,204 -59%
CWS
1741
Confluence Wealth Services
Pennsylvania
$223K -$50K -295 -16%
CCA
1742
Cobblestone Capital Advisors
New York
$223K
RT
1743
Rockland Trust
Massachusetts
$223K +$17K +100 +7%
WWP
1744
Waypoint Wealth Partners
California
$222K -$1.36K -8 -0.5%
JGIA
1745
Jackson Grant Investment Advisers
Connecticut
$221K
PFA
1746
Pathway Financial Advisors
Vermont
$220K -$6.44K -38 -2%
CWM
1747
CCG Wealth Management
California
$220K +$8.14K +48 +3%
MSFS
1748
Main Street Financial Solutions
Pennsylvania
$219K +$36.6K +216 +17%
BMM
1749
Buffington Mohr McNeal
Idaho
$218K -$11.9K -70 -4%
CH
1750
Canton Hathaway
Rhode Island
$218K -$4.24K -25 -2%

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.