We are live on ! Find out more
CRM icon

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
SG
1801
Somerset Group
Minnesota
$241K +$8.84K +50 +4%
RT
1802
Rockland Trust
Massachusetts
$240K -$21.6K -122 -8%
KPW
1803
Kore Private Wealth
New York
$240K +$3.36K +19 +1%
UMC
1804
United Maritime Capital
New York
$239K -$79.5K -450 -24%
VT
1805
Vise Technologies
New York
$238K +$80.2K +454 +46%
PHIC
1806
Pine Haven Investment Counsel
Massachusetts
$237K +$7.95K +45 +3%
BFC
1807
Bedel Financial Consulting
Indiana
$237K +$127K +718 +100%
ESCM
1808
Echo Street Capital Management
New York
$236K -$15.8M -89,168 -98%
MWM
1809
Mattern Wealth Management
Kansas
$235K -$53K -300 -17%
AWM
1810
Accurate Wealth Management
Florida
$235K -$24.4K -138 -9%
GWM
1811
Geneos Wealth Management
Colorado
$234K -$48.1K -272 -16%
VC
1812
Veery Capital
Delaware
$234K -$46.1K -261 -16%
ACA
1813
Affinity Capital Advisors
California
$234K -$11.5K -65 -4%
DI
1814
DFPG Investments
Utah
$234K -$7.6K -43 -3%
CCMW
1815
Cypress Capital Management (Wyoming)
Wyoming
$234K
GWS
1816
Glassman Wealth Services
Virginia
$234K +$65.7K +372 +35%
WA
1817
Wealth Architects
California
$233K -$22.4K -127 -8%
MSA
1818
Marino Stram & Associates
Massachusetts
$233K
NCM
1819
Nelson Capital Management
California
$232K -$4.27M -24,170 -95%
SC
1820
Sierra Capital
Florida
$232K -$11.5K -65 -4%
PSP
1821
Principal Street Partners
Tennessee
$232K +$249K +1,407 New
DWM
1822
Dorchester Wealth Management
Quebec, Canada
$231K +$106K +600 +75%
TFA
1823
Toth Financial Advisory
Virginia
$231K +$236K +1,337 +2,228%
OIS
1824
Okabena Investment Services
Minnesota
$230K
WMA
1825
West Michigan Advisors
Michigan
$229K -$3.89K -22 -2%

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.