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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
NFSG
1751
Newbridge Financial Services Group
Florida
$268K -$29.7K -168 -9%
CPA
1752
Cardiff Park Advisors
California
$267K -$23.7K -134 -8%
IA
1753
IFG Advisory
Georgia
$266K +$32.5K +184 +13%
WIA
1754
World Investment Advisors
California
$264K -$12.7K -72 -5%
P
1755
&Partners
Tennessee
$264K +$17.1K +97 +6%
WRM
1756
Weybosset Research & Management
Rhode Island
$264K +$256K +1,450 New
BMM
1757
Buffington Mohr McNeal
Idaho
$262K -$638K -3,612 -69%
FSA
1758
Fort Sheridan Advisors
Illinois
$262K -$30K -170 -10%
Pacer Advisors
1759
Pacer Advisors
Pennsylvania
$261K -$12.8M -72,517 -98%
BBL
1760
Beck Bode LLC
Massachusetts
$261K +$66.4K +376 +31%
CBT
1761
CoreFirst Bank & Trust
Kansas
$259K
PFA
1762
Pathway Financial Advisors
Vermont
$259K
WDL
1763
Well Done LLC
Michigan
$259K +$18.6K +105 +7%
HLOC
1764
H.L. Ormond & Company
North Carolina
$258K -$215K -1,215 -44%
QCIG
1765
Quad-Cities Investment Group
Iowa
$258K +$10.6K +60 +4%
CC
1766
Centiva Capital
New York
$257K -$872K -4,936 -76%
PAG
1767
Powers Advisory Group
Illinois
$257K -$3.53K -20 -1%
IIC
1768
Integrated Investment Consultants
Michigan
$257K +$3.36K +19 +1%
SFI
1769
SPC Financial Inc
Maryland
$257K +$18K +102 +7%
WWP
1770
Waypoint Wealth Partners
California
$256K
CCA
1771
Cobblestone Capital Advisors
New York
$255K -$2.12K -12 -0.8%
BBW
1772
Blue Barn Wealth
Utah
$255K +$7.77K +44 +3%
JGIA
1773
Jackson Grant Investment Advisers
Connecticut
$254K -$20.7K -117 -7%
AWG
1774
Altus Wealth Group
Colorado
$254K -$5.12K -29 -3%
BFG
1775
Berger Financial Group
Minnesota
$254K +$17.3K +98 +7%

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.