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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
FIA
2001
FNY Investment Advisers
New York
$45K -$124K -704 -72%
DWP
2002
Destiny Wealth Partners
Florida
$45K -$38K -215 -44%
PCTC
2003
Perkins Coie Trust Company
Washington
$45K -$4.24K -24 -8%
RG
2004
Retirement Group
California
$45K +$16.3K +92 +51%
OLVIG
2005
Oliver Lagore Vanvalin Investment Group
Michigan
$43K -$18.2K -103 -28%
HFM
2006
Hartford Financial Management
Connecticut
$43K
RA
2007
Rise Advisors
New York
$43K
SIS
2008
Sound Income Strategies
Florida
$43K
TVWM
2009
Tower View Wealth Management
Wisconsin
$43K
BCMLT
2010
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K
TCWA
2011
Ten Capital Wealth Advisors
Washington
$41K -$8.84K -50 -17%
MUMSS
2012
Mitsubishi UFJ Morgan Stanley Securities
Japan
$41K
AIP
2013
Ahrens Investment Partners
Louisiana
$41K +$8.84K +50 +25%
HI
2014
Hoey Investments
Pennsylvania
$41K +$44.2K +250 New
AA
2015
Addison Advisors
Vermont
$40K -$62.2K -352 -59%
TSWM
2016
Tyler-Stone Wealth Management
Ohio
$40K
CAL
2017
Capital Advisors Ltd
Ohio
$40K +$3.18K +18 +8%
HFS
2018
HBC Financial Services
Washington
$39K +$30.9K +175 +350%
GLLW
2019
Graves Light Lenhart Wealth
Virginia
$37K -$1.24K -7 -3%
SC
2020
Siena Capital
Ohio
$35K
Cohen & Steers
2021
Cohen & Steers
New York
$33K -$27.4K -155 -44%
APC
2022
Aspire Private Capital
North Carolina
$33K
EA
2023
Emerald Advisers
Pennsylvania
$33K
FFA
2024
Fairfield Financial Advisors
Massachusetts
$31.4K -$7.07K -40 -17%
NIC
2025
Northwest Investment Counselors
Oregon
$31K

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.