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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
JCP
1826
Jennifer C. Price
$144K
GWS
1827
Glassman Wealth Services
Virginia
$142K -$72.9K -430 -30%
SPWG
1828
Sage Private Wealth Group
Illinois
$142K
BONH
1829
Bank of New Hampshire
New Hampshire
$140K
DMBA
1830
Deseret Mutual Benefit Administrators
Utah
$139K -$14.6K -86 -8%
SOS
1831
Silver Oak Securities
Tennessee
$134K -$161K -952 -59%
BDS
1832
Banco de Sabadell
Florida
$132K
NIM
1833
NuWave Investment Management
New Jersey
$123K +$145K +853 New
WPA
1834
West Paces Advisors
Georgia
$123K -$10.3K -61 -7%
FWM
1835
Focused Wealth Management
New York
$122K
CHC
1836
City Holding Co
West Virginia
$122K +$79.9K +471 +125%
CT
1837
Clearstead Trust
Maine
$115K
TFS
1838
TrustCore Financial Services
Tennessee
$110K -$29.2K -172 -18%
TFM
1839
TFC Financial Management
Massachusetts
$110K
MAWCM
1840
Mine & Arao Wealth Creation & Management
California
$110K +$1.7K +10 +1%
FCB
1841
First Command Bank
Texas
$108K -$7.46K -44 -6%
FCFS
1842
First Command Financial Services
Texas
$108K -$7.46K -44 -6%
ARIS
1843
Advanced Research Investment Solutions
California
$106K +$125K +740 New
T
1844
TOBAM
France
$102K -$110K -647 -48%
MCM
1845
Magnolia Capital Management
New York
$101K
UID
1846
Union Investments & Development
Israel
$101K
IUHSA
1847
Itau Unibanco Holding S.A.
Brazil
$101K +$120K +705 New
Kayne Anderson Rudnick Investment Management
1848
Kayne Anderson Rudnick Investment Management
California
$98K -$1.19K -7 -1%
SIMG
1849
Stephens Investment Management Group
Texas
$98K
WOC
1850
West Oak Capital
California
$97K -$22K -130 -16%

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.