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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
AIC
1851
Archer Investment Corporation
Indiana
$96.7K +$22.4K +132 +24%
HR
1852
Howe & Rusling
New York
$96K -$6.27K -37 -5%
OIA
1853
Optimum Investment Advisors
Illinois
$91K
HDIM
1854
Hanson & Doremus Investment Management
Vermont
$90K -$1.86K -11 -2%
BCM
1855
Blume Capital Management
California
$86K -$6.78K -40 -6%
MW
1856
Milestone Wealth
New York
$84K
AIM
1857
Axiom Investment Management
New York
$83K +$96.8K +571 New
DIP
1858
DT Investment Partners
Pennsylvania
$82K +$96.7K +570 New
MCM
1859
MV Capital Management
Maryland
$81K +$678 +4 +0.7%
T2I
1860
Turim 21 Investimentos
Brazil
$81K +$95.5K +563 New
C
1861
Covestor
United Kingdom
$80K -$5.93K -35 -6%
KIG
1862
Kessler Investment Group
Indiana
$80K
VC
1863
Vestor Capital
Illinois
$79K
AIM
1864
Arcadia Investment Management
Michigan
$78K -$2.88K -17 -3%
EARNEST Partners
1865
EARNEST Partners
Georgia
$77K
TSW
1866
Thompson Siegel & Walmsley
Virginia
$76K -$55.8K -329 -38%
JWM
1867
Janiczek Wealth Management
Colorado
$75K -$103K -610 -54%
OA
1868
Operose Advisors
Wisconsin
$75K
HRC
1869
Hoertkorn Richard Charles
$72K
HI
1870
Hoey Investments
Pennsylvania
$72K +$42.4K +250 +100%
MIM
1871
Meridiem Investment Management
United Kingdom
$72K +$84.8K +500 New
SWM
1872
Sugarloaf Wealth Management
Georgia
$71K -$4.58K -27 -5%
M1FG
1873
Mach-1 Financial Group
Arkansas
$71K
WWMSC
1874
Wagner Wealth Management (South Carolina)
South Carolina
$69K +$9.33K +55 +13%
AWM
1875
Abound Wealth Management
Tennessee
$68.9K +$81.2K +479 New

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.