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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
RCG
1876
Rock Creek Group
District of Columbia
$68K +$9.16K +54 +13%
MWM
1877
Mascoma Wealth Management
New Hampshire
$67K
CWC
1878
Carolinas Wealth Consulting
North Carolina
$66K -$38.5K -227 -33%
LCM
1879
Logan Capital Management
Pennsylvania
$66K -$8.99K -53 -10%
CYG
1880
Clean Yield Group
Vermont
$66K
HIM
1881
Hillsdale Investment Management
Ontario, Canada
$66K +$23.9K +141 +44%
DCBT
1882
Dakota Community Bank & Trust
North Dakota
$66K +$78K +460 New
MCM
1883
Manchester Capital Management
Vermont
$65K -$3.05K -18 -4%
ACM
1884
Antonetti Capital Management
Florida
$65K
AIP
1885
Almanack Investment Partners
Pennsylvania
$65K +$76.6K +452 New
POIA
1886
Pin Oak Investment Advisors
Texas
$64K
SIS
1887
Sound Income Strategies
Florida
$64K +$30.9K +182 +70%
PCH
1888
Polar Capital Holdings
United Kingdom
$63.9K -$42.6M -251,020 -36%
ACA
1889
Atlas Capital Advisors
Wyoming
$63.4K -$25.4K -150 -25%
JFGIW
1890
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$5.76K +34 +9%
PWMG
1891
Prestige Wealth Management Group
New Jersey
$61K -$31.7K -187 -31%
HI
1892
Hudock Inc
Pennsylvania
$61K
EBA
1893
Eagle Bay Advisors
New York
$60K -$9.84K -58 -12%
FCG
1894
Financial Connections Group
California
$59K -$24.6K -145 -26%
WAM
1895
WFA Asset Management
Wisconsin
$57.5K
PCFFS
1896
Pacific Center for Financial Services
California
$57K -$231K -1,362 -78%
Belvedere Trading
1897
Belvedere Trading
Illinois
$56K +$42.9K +253 +291%
HGERS
1898
Householder Group Estate & Retirement Specialist
Arizona
$56K +$67.1K +396 New
PMFA
1899
Plante Moran Financial Advisors
Michigan
$55K -$30.5K -180 -32%
FA
1900
Fortis Advisors
Pennsylvania
$54K

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.