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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
WKSWA
1826
White Knight Strategic Wealth Advisors
New Jersey
$229K +$1.77K +10 +0.7%
GHAM
1827
Gilman Hill Asset Management
Connecticut
$229K +$55.3K +313 +29%
AP
1828
Arlington Partners
Alabama
$228K -$134K -756 -35%
FNBSF
1829
First National Bank Sioux Falls
South Dakota
$228K +$3K +17 +1%
QTM
1830
qPULA Trading Management
New York
$228K +$31.8K +180 +15%
NGA
1831
Naples Global Advisors
Florida
$228K +$41.2K +233 +20%
AWM
1832
Activest Wealth Management
Florida
$228K +$51.6K +292 +27%
MSA
1833
McAlister Sweet & Associates
Texas
$228K +$244K +1,380 New
ITIM
1834
Indiana Trust & Investment Management
Indiana
$227K
EA
1835
Echo45 Advisors
California
$226K -$105K -593 -30%
WWM
1836
Windsor Wealth Management
Indiana
$226K -$38.2K -216 -14%
TCBWMS
1837
Texas Capital Bank Wealth Management Services
Texas
$226K -$32.7K -185 -12%
PP
1838
Pegasus Partners
Wisconsin
$226K -$25.6K -145 -10%
WA
1839
Waddell & Associates
Tennessee
$226K +$2.83K +16 +1%
AC
1840
AlphaCore Capital
California
$226K +$11.5K +65 +5%
EVC
1841
Eidelman Virant Capital
Missouri
$226K +$22.1K +125 +10%
IA
1842
IFG Advisors
Missouri
$225K -$140K -792 -37%
MFG
1843
Magnus Financial Group
New York
$225K -$50.7K -287 -17%
BFA
1844
Beacon Financial Advisory
Ohio
$225K -$5.48K -31 -2%
WA
1845
Waverly Advisors
Alabama
$225K +$35.3K +200 +17%
ACM
1846
Avalon Capital Management
California
$223K
T
1847
TOBAM
France
$223K +$200K +1,134 +518%
CB
1848
CNB Bank
Pennsylvania
$222K
CGA
1849
Crescent Grove Advisors
Illinois
$222K +$52.1K +295 +28%
BEI
1850
Benjamin Edwards Inc
Missouri
$221K -$135K -765 -36%

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.