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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
VCM
1976
Vigilant Capital Management
Maine
$67K +$8.13K +46 +13%
BPC
1977
Banque Pictet & Cie
Switzerland
$66.4K +$1.11M +6,300 +2%
WAM
1978
WFA Asset Management
Wisconsin
$66K
JAM
1979
JCIC Asset Management
Ontario, Canada
$62K -$2.12K -12 -3%
CHC
1980
City Holding Co
West Virginia
$62K
FA
1981
Fortis Advisors
Pennsylvania
$62K
AAP
1982
Arax Advisory Partners
Colorado
$61K +$25.3K +143 +64%
LJHT
1983
Laurie J. Hall Trustee
$60K
MHR
1984
Matthew Hamilton Rosenberg
$60K
JFGIW
1985
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$2.3K +13 +4%
IFAM
1986
Institutional & Family Asset Management
Colorado
$58K -$6.18K -35 -9%
JWA
1987
JFS Wealth Advisors
Pennsylvania
$56K +$707 +4 +1%
ME
1988
McIlrath & Eck
Washington
$55K -$26.3K -149 -31%
CCA
1989
Column Capital Advisors
Indiana
$55K -$14.1K -80 -19%
ECM
1990
Estabrook Capital Management
New York
$54.6K
HFA
1991
HC Financial Advisors
California
$53K
HIM
1992
Hillsdale Investment Management
Ontario, Canada
$53K +$13.3K +75 +31%
KFP
1993
KB Financial Partners
New Jersey
$52K -$61.8K -350 -52%
CB
1994
Community Bank
New York
$52K -$24.7K -140 -31%
PHAM
1995
Portland Hill Asset Management
United Kingdom
$51K
TIM
1996
Tortoise Investment Management
New York
$51K +$17.7K +100 +49%
CTB
1997
Country Trust Bank
Illinois
$50K -$2.65K -15 -5%
EC
1998
Estate Counselors
Wisconsin
$50K
FCMT
1999
Founders Capital Management (Texas)
Texas
$50K
BMD
2000
Better Money Decisions
New Mexico
$47K +$50.5K +286 New

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.