We are live on ! Find out more
CRM icon

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
IA
1801
IFG Advisors
Missouri
$200K +$4.07K +24 +2%
ATC
1802
Adirondack Trust Company
New York
$196K +$7.12K +42 +3%
AP
1803
Arlington Partners
Alabama
$195K -$3.9K -23 -2%
CB
1804
CNB Bank
Pennsylvania
$195K +$1.53K +9 +0.7%
FM
1805
Freemont Management
Switzerland
$193K +$75.3K +444 +49%
LFG
1806
Larson Financial Group
Missouri
$193K +$122K +717 +114%
GCS
1807
Gordian Capital (Singapore)
Singapore
$192K
ANBT
1808
American National Bank & Trust
Texas
$192K +$13.9K +82 +7%
HIIFS
1809
Harel Insurance Investments & Financial Services
Israel
$187K -$383K -2,256 -64%
OC
1810
Oakworth Capital
Alabama
$173K +$11.2K +66 +6%
WAM
1811
Wolverine Asset Management
Illinois
$170K -$102K -599 -34%
FRA
1812
Front Row Advisors
California
$170K +$848 +5 +0.4%
HFM
1813
Harvest Fund Management
China
$168K -$1.74M -10,269 -90%
EL
1814
EMFO LLC
Florida
$167K
VCM
1815
Versant Capital Management
Arizona
$166K +$2.54K +15 +1%
KA
1816
Kozak & Associates
Colorado
$165K +$75.1K +443 +62%
CWM
1817
Castle Wealth Management
Florida
$164K -$170 -1 -0.1%
CNBTD
1818
Citizens National Bank Trust Department
Mississippi
$154K -$258K -1,520 -59%
EWM
1819
Endurance Wealth Management
Rhode Island
$152K
SFO
1820
Standard Family Office
South Dakota
$150K
NSIM
1821
North Star Investment Management
Illinois
$149K +$33.9K +200 +24%
SN
1822
Sittner & Nelson
Oregon
$149K +$50.9K +300 +41%
WSC
1823
Wellington Shields & Co
New York
$148K -$45.8K -270 -21%
VCM
1824
Vigilant Capital Management
Maine
$148K +$106K +626 +154%
BEI
1825
Benjamin Edwards Inc
Missouri
$146K -$54.6K -322 -24%

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.