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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
MCM
1951
MV Capital Management
Maryland
$93K +$16.8K +95 +20%
AIM
1952
Arcadia Investment Management
Michigan
$92K
KIG
1953
Kessler Investment Group
Indiana
$92K
FCG
1954
Financial Connections Group
California
$92K +$25.6K +145 +35%
VC
1955
Vestor Capital
Illinois
$91K -$707 -4 -0.7%
AIC
1956
Archer Investment Corporation
Indiana
$89.1K
HFS
1957
Heritage Financial Services
Massachusetts
$89K +$96.1K +544 New
EARNEST Partners
1958
EARNEST Partners
Georgia
$88K +$17.7K +100 +23%
BDWM
1959
Brewin Dolphin Wealth Management
Ireland
$87K +$7.77K +44 +9%
OA
1960
Operose Advisors
Wisconsin
$86K
SWM
1961
Sugarloaf Wealth Management
Georgia
$85K +$23.3K +132 +34%
LCM
1962
Logan Capital Management
Pennsylvania
$84K
HRC
1963
Hoertkorn Richard Charles
$83K
M1FG
1964
Mach-1 Financial Group
Arkansas
$81K +$87.6K +496 New
EBA
1965
Eagle Bay Advisors
New York
$78.1K +$83.6K +473 New
MCM
1966
Manchester Capital Management
Vermont
$78K +$5.3K +30 +7%
MWM
1967
Mascoma Wealth Management
New Hampshire
$77K -$5.3K -30 -6%
CYG
1968
Clean Yield Group
Vermont
$75K +$10.8K +61 +15%
ACM
1969
Antonetti Capital Management
Florida
$74K -$9.72K -55 -11%
POIA
1970
Pin Oak Investment Advisors
Texas
$73K
HI
1971
Hudock Inc
Pennsylvania
$70K -$11.5K -65 -13%
WWMSC
1972
Wagner Wealth Management (South Carolina)
South Carolina
$70K +$74.9K +424 New
RCG
1973
Rock Creek Group
District of Columbia
$69K -$26.7K -151 -26%
BIA
1974
Bell Investment Advisors
California
$69K +$74.4K +421 New
CDIA
1975
Capital Directions Investment Advisors
Georgia
$67K -$30.9K -175 -30%

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.