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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
RIS
1851
Retirement Income Solutions
Michigan
$220K
PAG
1852
Private Advisory Group
Washington
$220K +$32.2K +182 +16%
CCM
1853
Consolidated Capital Management
California
$219K +$707 +4 +0.3%
ATC
1854
Adirondack Trust Company
New York
$218K +$33K +187 +17%
NIM
1855
Northeast Investment Management
Massachusetts
$217K -$33.2K -188 -13%
SMA
1856
Sage Mountain Advisors
Georgia
$217K +$5.3K +30 +2%
MSFS
1857
Main Street Financial Solutions
Pennsylvania
$216K +$231K +1,309 New
CM
1858
CastleKnight Management
New York
$215K
WSC
1859
Wellington Shields & Co
New York
$215K +$9.72K +55 +4%
AT
1860
Arvest Trust
Oklahoma
$214K -$9.19K -52 -4%
LNB
1861
Ledyard National Bank
$214K +$2.65K +15 +1%
ACP
1862
Aveo Capital Partners
Colorado
$214K +$7.42K +42 +3%
PIA
1863
Pinion Investment Advisors
Kansas
$213K -$26K -147 -10%
1WM
1864
1900 Wealth Management
Texas
$211K +$18.2K +103 +9%
CWM
1865
Curi Wealth Management
North Carolina
$211K +$18.6K +105 +9%
HIC
1866
Holderness Investments Company
North Carolina
$210K -$20.3K -115 -8%
CCP
1867
Carmel Capital Partners
California
$210K +$10.6K +60 +5%
CWA
1868
Clarity Wealth Advisors
California
$209K +$20.3K +115 +10%
NHC
1869
Nicholas Hoffman & Company
Georgia
$208K
JWM
1870
Janiczek Wealth Management
Colorado
$208K +$61.5K +348 +45%
CF
1871
Cantor Fitzgerald
New York
$208K +$223K +1,262 New
ANBT
1872
American National Bank & Trust
Texas
$207K
PCM
1873
Princeton Capital Management
New Jersey
$207K +$530 +3 +0.2%
PA
1874
PFG Advisors
Arizona
$207K +$13.4K +76 +6%
FPCG
1875
Fort Pitt Capital Group
Pennsylvania
$207K +$24.6K +139 +12%

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.