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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
CH
1776
Canton Hathaway
Rhode Island
$254K +$17.7K +100 +7%
NF
1777
NTB Financial
Colorado
$253K +$270K +1,530 New
WPC
1778
Waters Parkerson & Co
Louisiana
$251K +$100K +566 +59%
KW
1779
KWB Wealth
California
$250K -$7.95K -45 -3%
GD
1780
Grandfield & Dodd
New York
$250K +$1.77K +10 +0.7%
XT
1781
XTX Topco
Cayman Islands
$249K -$195K -1,106 -42%
MCM
1782
Mengis Capital Management
Oregon
$249K
FFG
1783
Ford Financial Group
California
$248K -$177 -1 -0.1%
NME
1784
Notis-McConarty Edward
$248K
BCM
1785
Brasada Capital Management
Texas
$248K +$265K +1,500 New
CAGAS
1786
Capital Advisory Group Advisory Services
Minnesota
$247K -$215K -1,216 -45%
BB
1787
Busey Bank
Illinois
$247K +$7.07K +40 +3%
HWA
1788
Heritage Wealth Advisors
Virginia
$246K
TF
1789
Trek Financial
Arizona
$245K +$89.1K +504 +51%
FAM
1790
Formidable Asset Management
Ohio
$244K -$2.83K -16 -1%
CWM
1791
CCG Wealth Management
California
$244K +$707 +4 +0.3%
HKIMG
1792
Hutchens & Kramer Investment Management Group
Indiana
$244K +$9.72K +55 +4%
AC
1793
ASB Consultores
Florida
$243K -$148K -837 -36%
CIP
1794
Convergence Investment Partners
Florida
$243K -$10.8K -61 -4%
LDB
1795
Lee, Danner & Bass
Tennessee
$243K -$3.18K -18 -1%
SQA
1796
Simon Quick Advisors
New Jersey
$243K +$104K +588 +85%
CCMD
1797
Cypress Capital Management (Delaware)
Delaware
$243K +$260K +1,470 New
CWM
1798
Cedar Wealth Management
California
$242K +$12K +68 +5%
HCP
1799
Hexagon Capital Partners
Arkansas
$242K +$27.7K +157 +12%
AWM
1800
AllSquare Wealth Management
New York
$241K +$8.84K +50 +4%

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.