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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
BB
1751
Busey Bank
Illinois
$218K +$4.07K +24 +2%
GCP
1752
GSA Capital Partners
United Kingdom
$217K -$58.2K -343 -19%
AA
1753
Ancora Advisors
Ohio
$217K -$54.1K -319 -17%
MCM
1754
Mengis Capital Management
Oregon
$217K
MSA
1755
Marino Stram & Associates
Massachusetts
$217K +$17K +100 +7%
MFG
1756
Magnus Financial Group
New York
$217K +$24.6K +145 +11%
CL
1757
Choreo LLC
Illinois
$217K +$256K +1,511 New
AAP
1758
Aristotle Atlantic Partners
Florida
$216K -$12.6M -74,553 -98%
CAAS
1759
Capital Asset Advisory Services
Michigan
$216K -$131K -770 -34%
PL
1760
Parthenon LLC
Kentucky
$216K -$84.8K -500 -25%
CWM
1761
Connecticut Wealth Management
Connecticut
$216K +$46.8K +276 +23%
BFG
1762
Berger Financial Group
Minnesota
$215K -$7.12K -42 -3%
FFG
1763
Ford Financial Group
California
$215K -$1.53K -9 -0.6%
VT
1764
Vise Technologies
New York
$214K +$7.97K +47 +3%
FNBSF
1765
First National Bank Sioux Falls
South Dakota
$213K +$17K +100 +7%
LDB
1766
Lee, Danner & Bass
Tennessee
$212K
CWM
1767
Cedar Wealth Management
California
$212K +$1.7K +10 +0.7%
WIA
1768
World Investment Advisors
California
$212K +$14.1K +83 +6%
LSA
1769
Lion Street Advisors
Texas
$212K +$48.7K +287 +24%
ZIG
1770
Zullo Investment Group
Pennsylvania
$212K +$110K +650 +79%
RBFC
1771
Roman Butler Fullerton & Co
Missouri
$211K -$769K -4,534 -75%
NHC
1772
Nicholas Hoffman & Company
Georgia
$211K +$35.6K +210 +17%
FMII
1773
Farmers & Merchants Investments Inc
Nebraska
$211K +$42.4K +250 +21%
CFA
1774
Capstone Financial Advisors
Illinois
$211K +$248K +1,465 New
AWM
1775
AllSquare Wealth Management
New York
$210K

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.