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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
TCM
1951
Tradewinds Capital Management
Washington
$24K -$170 -1 -0.6%
CWM
1952
CarsonAllaria Wealth Management
Illinois
$24K
MG
1953
MilWealth Group
Wisconsin
$23.7K
BAM
1954
Bellevue Asset Management
Washington
$23K +$3.39K +20 +15%
HWA
1955
HHM Wealth Advisors
Tennessee
$22K -$96.5K -569 -79%
FPB
1956
First PREMIER Bank
South Dakota
$22K +$3.9K +23 +18%
RWML
1957
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$21.4K -$1.7K -10 -6%
CAM
1958
Costello Asset Management
Pennsylvania
$21K
FWA
1959
FSC Wealth Advisors
New York
$21K
PK
1960
Pflug Koory
Nebraska
$21K +$9.5K +56 +63%
NIC
1961
Northwest Investment Counselors
Oregon
$20K -$7.8K -46 -25%
TAM
1962
Tucker Asset Management
Colorado
$19.3K +$3.73K +22 +23%
AA
1963
AlphaMark Advisors
Kentucky
$19K +$10.9K +64 +94%
MA
1964
MCF Advisors
Kentucky
$18K
CHA
1965
Carmichael Hill & Associates
Maryland
$17K
CMA
1966
Cedar Mountain Advisors
Oregon
$16K
RA
1967
Rational Advisors
New York
$16K +$170 +1 +0.9%
ARMC
1968
American Research & Management Company
Massachusetts
$16K +$12.4K +73 +183%
TLCM
1969
Twin Lakes Capital Management
California
$16K +$18.3K +108 New
ONST
1970
Old North State Trust
North Carolina
$16K +$19.3K +114 New
BBPWM
1971
Blue Bell Private Wealth Management
Pennsylvania
$15K
PO
1972
Private Ocean
California
$15K +$4.92K +29 +38%
BA
1973
Bellwether Advisors
Nebraska
$15K +$18.3K +108 +3,600%
LFA
1974
Legend Financial Advisors
Pennsylvania
$14.8K +$17.5K +103 New
BC
1975
Barrett & Company
Rhode Island
$14.6K +$18.7K +110 New

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.