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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
CWM
1901
Castle Wealth Management
Florida
$188K +$202K +1,142 New
CSB
1902
City State Bank
Iowa
$179K -$5.3K -30 -3%
GCS
1903
Gordian Capital (Singapore)
Singapore
$178K
CAC
1904
Core Alternative Capital
Georgia
$178K +$177 +1 +0.1%
EWM
1905
Endurance Wealth Management
Rhode Island
$174K
DMBA
1906
Deseret Mutual Benefit Administrators
Utah
$174K +$23.7K +134 +15%
SFO
1907
Standard Family Office
South Dakota
$173K +$185K +1,046 New
WB
1908
West Bancorporation
Iowa
$170K -$2.47K -14 -1%
JCP
1909
Jennifer C. Price
$165K +$177K +1,000 New
SPWG
1910
Sage Private Wealth Group
Illinois
$163K +$11.7K +66 +7%
BONH
1911
Bank of New Hampshire
New Hampshire
$161K -$17.7K -100 -9%
TFS
1912
TrustCore Financial Services
Tennessee
$155K +$23.9K +135 +17%
BDS
1913
Banco de Sabadell
Florida
$152K
WPA
1914
West Paces Advisors
Georgia
$151K -$3K -17 -2%
FM
1915
Freemont Management
Switzerland
$148K
PCG
1916
Private Capital Group
Connecticut
$147K -$14.7K -83 -9%
TSW
1917
Thompson Siegel & Walmsley
Virginia
$142K
FWM
1918
Focused Wealth Management
New York
$140K -$22.1K -125 -13%
NSIM
1919
North Star Investment Management
Illinois
$138K
ZIG
1920
Zullo Investment Group
Pennsylvania
$136K +$7.07K +40 +5%
WOC
1921
West Oak Capital
California
$133K -$230K -1,300 -62%
SC
1922
Seldon Capital
California
$133K
WIM
1923
Westside Investment Management
California
$132K +$97.2K +550 +19%
CT
1924
Clearstead Trust
Maine
$132K -$16.3K -92 -10%
FCB
1925
First Command Bank
Texas
$131K

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.