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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
GD
1776
Grandfield & Dodd
New York
$210K
SG
1777
Somerset Group
Minnesota
$210K
UMC
1778
United Maritime Capital
New York
$209K
HWA
1779
Heritage Wealth Advisors
Virginia
$209K -$6.78K -40 -3%
WCM
1780
Whitener Capital Management
North Carolina
$208K -$61.9K -365 -20%
PAG
1781
Private Advisory Group
Washington
$208K +$19.5K +115 +9%
FRA
1782
Frank Rimerman Advisors
California
$208K +$245K +1,444 New
VAM
1783
Vienna Asset Management
California
$207K -$230K -1,358 -49%
SAM
1784
Silvercrest Asset Management
New York
$207K -$59.3K -350 -20%
CAC
1785
Core Alternative Capital
Georgia
$207K +$60.9K +359 +33%
TNA
1786
True North Advisors
Texas
$206K -$62.6K -369 -20%
AC
1787
ASB Consultores
Florida
$206K -$6.44K -38 -3%
PHIC
1788
Pine Haven Investment Counsel
Massachusetts
$206K
MWM
1789
Mattern Wealth Management
Kansas
$206K +$1.7K +10 +0.7%
CSB
1790
City State Bank
Iowa
$206K +$58.5K +345 +32%
ACA
1791
Affinity Capital Advisors
California
$205K +$1.36K +8 +0.6%
CCMW
1792
Cypress Capital Management (Wyoming)
Wyoming
$204K
CAGAS
1793
Capital Advisory Group Advisory Services
Minnesota
$203K -$11.9K -70 -5%
NIP
1794
Nicholas Investment Partners
California
$202K +$238K +1,405 New
SC
1795
Sierra Capital
Florida
$201K -$2.04K -12 -0.9%
NCM
1796
Nelson Capital Management
California
$201K -$1.36K -8 -0.6%
DWM
1797
Dorchester Wealth Management
Quebec, Canada
$201K
WA
1798
Waddell & Associates
Tennessee
$201K +$5.09K +30 +2%
BW
1799
Bison Wealth
Georgia
$201K +$25.4K +150 +12%
HKIMG
1800
Hutchens & Kramer Investment Management Group
Indiana
$200K -$16.1K -95 -7%

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.