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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
MHR
1901
Matthew Hamilton Rosenberg
$54K +$3.39K +20 +6%
LJHT
1902
Laurie J. Hall Trustee
$53K
IFAM
1903
Institutional & Family Asset Management
Colorado
$53K +$2.54K +15 +4%
PHAM
1904
Portland Hill Asset Management
United Kingdom
$50K
CB
1905
Community Bank
New York
$50K +$5.6K +33 +11%
AAP
1906
Arax Advisory Partners
Colorado
$49K -$5.09K -30 -8%
CTB
1907
Country Trust Bank
Illinois
$49K +$6.61K +39 +13%
CCA
1908
Column Capital Advisors
Indiana
$48K
ME
1909
McIlrath & Eck
Washington
$48K
FPFS
1910
First Personal Financial Services
North Carolina
$48K +$28.3K +167 +99%
ECM
1911
Estabrook Capital Management
New York
$47.6K
CFO
1912
CVA Family Office
Colorado
$47K -$231K -1,361 -80%
BIA
1913
Bell Investment Advisors
California
$47K -$16.4K -97 -23%
TIM
1914
Tortoise Investment Management
New York
$47K +$3.56K +21 +7%
MFT
1915
Moisand Fitzgerald Tamayo
Florida
$47K +$53.8K +317 +3,522%
RA
1916
Rise Advisors
New York
$45K +$8.48K +50 +19%
EC
1917
Estate Counselors
Wisconsin
$44K
GFPC
1918
Global Financial Private Client
Florida
$43.3K +$33.9K +200 +215%
FCMT
1919
Founders Capital Management (Texas)
Texas
$43K
GA
1920
GoalVest Advisory
New York
$42K -$684K -4,032 -93%
JWA
1921
JFS Wealth Advisors
Pennsylvania
$41K -$8.82K -52 -15%
NICM
1922
Neo Ivy Capital Management
New York
$40K +$17.5K +103 +60%
TF
1923
TimeScale Financial
Massachusetts
$38K +$38.2K +225 +577%
AWM
1924
Ameliora Wealth Management
Switzerland
$38K +$45.4K +268 New
HFM
1925
Hartford Financial Management
Connecticut
$37K

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.