Salesforce
CRM
2,024 hedge funds and large institutions have $101B invested in Salesforce in 2022 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 618 increasing their positions, 999 reducing their positions, and 219 closing their positions.
6% more first-time investments, than exits
New positions opened: 232 | Existing positions closed: 219
4% less call options, than puts
Call options by funds: $2.93B | Put options by funds: $3.06B
1.47% less ownership
Funds ownership: 77.55% → 76.07% (-1.5%)
2% less funds holding
Funds holding: 2,056 → 2,024 (-32)
9% less capital invested
Capital invested by funds: $111B → $101B (-$10B)
25% less funds holding in top 10
Funds holding in top 10: 80 → 60 (-20)
38% less repeat investments, than reductions
Existing positions increased: 618 | Existing positions reduced: 999
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$878M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$859M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$538M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$488M |
| 5 |
SV
Starboard Value
New York
|
+$442M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.07B |
| 2 |
Jennison Associates
New York
|
-$890M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$597M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$462M |
| 5 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$445M |
CRM Hedge Fund Activity: Q4 2022 in Review
2,024 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2022, worth a combined $101B — down 9% from $111B a quarter earlier.
Buyers outnumbered sellers: 232 funds opened new CRM positions and 219 closed out — a net gain of 13 holders — while 618 added to existing stakes and 999 trimmed.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $878M. The largest seller was Fidelity Investments, cutting an estimated $1.07B.
- 2,024 institutional investors held Salesforce (CRM) as of Q4 2022, down from 2,056 in Q3 2022.
- Funds reported $101B of Salesforce stock for Q4 2022, down 9% quarter-over-quarter.
- 232 funds opened new Salesforce positions in Q4 2022 and 219 closed out, a net change of +13 holders.
- The largest Salesforce buyer in Q4 2022 was Parnassus Investments, an estimated $878M added.
- The largest Salesforce seller in Q4 2022 was Fidelity Investments, an estimated $1.07B sold.
Based on aggregated 13F filings for Q4 2022.