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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
TVWM
1926
Tower View Wealth Management
Wisconsin
$37K
RA
1927
Resolute Advisors
California
$37K +$25.6K +151 +147%
JAM
1928
JCIC Asset Management
Ontario, Canada
$36K -$25.6K -151 -40%
MUMSS
1929
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K
TCWA
1930
Ten Capital Wealth Advisors
Washington
$36K
TSWM
1931
Tyler-Stone Wealth Management
Ohio
$35K
OLVIG
1932
Oliver Lagore Vanvalin Investment Group
Michigan
$33K -$5.6K -33 -13%
AA
1933
Addison Advisors
Vermont
$33K -$1.7K -10 -4%
HWP
1934
Highline Wealth Partners
California
$32.9K +$38.8K +229 New
CAL
1935
Capital Advisors Ltd
Ohio
$32K -$3.39K -20 -8%
OCM
1936
Osterweis Capital Management
California
$32K +$38K +224 New
Simplex Trading
1937
Simplex Trading
Illinois
$31K +$33.9K +200 +1,250%
CDIA
1938
Capital Directions Investment Advisors
Georgia
$30K -$68.3K -403 Closed
DWP
1939
Destiny Wealth Partners
Florida
$30K -$10.3K -61 -22%
SC
1940
Siena Capital
Ohio
$30K
GIA
1941
GHP Investment Advisors
Colorado
$30K +$18.7K +110 +113%
CAC
1942
Cowen and Company
New York
$30K +$3.18M +18,750 +300%
PCTC
1943
Perkins Coie Trust Company
Washington
$29K -$12.2K -72 -26%
APC
1944
Aspire Private Capital
North Carolina
$29K
Cohen & Steers
1945
Cohen & Steers
New York
$29K
EA
1946
Emerald Advisers
Pennsylvania
$29K
IAMOG
1947
Investors Asset Management of Georgia
Georgia
$29K +$28.3K +167 +506%
FFA
1948
Fairfield Financial Advisors
Massachusetts
$27.3K
HFS
1949
HBC Financial Services
Washington
$25K -$8.48K -50 -22%
TC
1950
Tacita Capital
Ontario, Canada
$25K

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.