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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
FCFS
1926
First Command Financial Services
Texas
$131K
SOW
1927
State of Wyoming
Wyoming
$128K -$218K -1,236 -61%
TFM
1928
TFC Financial Management
Massachusetts
$126K
MAWCM
1929
Mine & Arao Wealth Creation & Management
California
$124K
SN
1930
Sittner & Nelson
Oregon
$121K +$53K +300 +69%
HWA
1931
HHM Wealth Advisors
Tennessee
$119K +$17K +96 +15%
KA
1932
Kozak & Associates
Colorado
$118K
HR
1933
Howe & Rusling
New York
$116K -$9.54K -54 -7%
MCM
1934
Magnolia Capital Management
New York
$116K
UID
1935
Union Investments & Development
Israel
$116K
PCH
1936
Polar Capital Holdings
United Kingdom
$115K +$108M +613,852 +756%
CWC
1937
Carolinas Wealth Consulting
North Carolina
$114K -$22.3K -126 -15%
RIM
1938
Rockbridge Investment Management
New York
$114K -$29K -164 -19%
Kayne Anderson Rudnick Investment Management
1939
Kayne Anderson Rudnick Investment Management
California
$113K -$8.48K -48 -7%
SIAP
1940
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K +$8.84K +50 +8%
SIMG
1941
Stephens Investment Management Group
Texas
$112K
BCM
1942
Blume Capital Management
California
$106K +$1.77K +10 +2%
OIA
1943
Optimum Investment Advisors
Illinois
$105K +$883 +5 +0.8%
HDIM
1944
Hanson & Doremus Investment Management
Vermont
$105K +$1.94K +11 +2%
LFG
1945
Larson Financial Group
Missouri
$103K -$20K -113 -15%
PWMG
1946
Prestige Wealth Management Group
New Jersey
$101K -$246K -1,392 -70%
C
1947
Covestor
United Kingdom
$98K -$4.77K -27 -4%
ACA
1948
Atlas Capital Advisors
Wyoming
$97.5K -$190K -1,074 -65%
MW
1949
Milestone Wealth
New York
$97K -$7.95K -45 -7%
PMFA
1950
Plante Moran Financial Advisors
Michigan
$93K +$7.77K +44 +8%

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.