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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
BW
1876
Bison Wealth
Georgia
$206K -$82K -464 -27%
OWA
1877
Opal Wealth Advisors
New York
$206K -$71.6K -405 -24%
DA
1878
DCF Advisers
Connecticut
$206K +$221K +1,250 New
KA
1879
Klingman & Associates
New York
$205K +$7.77K +44 +4%
AWA
1880
Arete Wealth Advisors
Illinois
$204K -$113K -642 -34%
WDG
1881
Wealth Dimensions Group
Ohio
$204K -$6.18K -35 -3%
LFASL
1882
Lugano Financial Advisors SA (LFA)
Switzerland
$204K +$46.3K +262 +27%
SFG
1883
Sovereign Financial Group
Connecticut
$203K -$82.7K -468 -28%
PCA
1884
Peddock Capital Advisors
Massachusetts
$203K
JF
1885
JSF Financial
California
$203K +$18.9K +107 +10%
SIA
1886
Strategic Investment Advisors
Michigan
$203K +$218K +1,233 New
CA
1887
CoreCap Advisors
Michigan
$202K -$24K -136 -10%
GMA
1888
Glassy Mountain Advisors
Maryland
$202K
CWM
1889
Connecticut Wealth Management
Connecticut
$202K +$36.4K +206 +20%
HCM
1890
HMS Capital Management
Tennessee
$202K +$217K +1,226 New
FMII
1891
Farmers & Merchants Investments Inc
Nebraska
$201K -$14K -79 -6%
FOA
1892
Five Oceans Advisors
California
$201K -$3.53K -20 -2%
LF
1893
Lantz Financial
Illinois
$200K -$31.6K -179 -13%
TCWM
1894
Total Clarity Wealth Management
Illinois
$198K -$21.9K -124 -9%
FRA
1895
Front Row Advisors
California
$194K
QC
1896
Quent Capital
New York
$194K +$29.2K +165 +16%
CFN
1897
Cordasco Financial Network
Florida
$192K
EL
1898
EMFO LLC
Florida
$192K +$8.13K +46 +4%
OC
1899
Oakworth Capital
Alabama
$188K -$174K -983 -46%
VCM
1900
Versant Capital Management
Arizona
$188K +$6.01K +34 +3%

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.