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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
SL
2001
Savior LLC
Massachusetts
$7K
FNBOSM
2002
First National Bank of South Miami
Florida
$6K -$4.24K -25 -36%
BAM
2003
Byrne Asset Management
New Jersey
$6K -$1.7K -10 -18%
EIP
2004
Ellis Investment Partners
Pennsylvania
$6K
MIM
2005
Macroview Investment Management
Maryland
$6K +$170 +1 +2%
DWA
2006
Delos Wealth Advisors
Texas
$6K +$1.02K +6 +15%
ODG
2007
O'Dell Group
Ohio
$6K +$7.12K +42 New
MWA
2008
Moser Wealth Advisors
Washington
$5K +$678 +4 +12%
RG
2009
Retirement Group
California
$4K -$42.2K -249 -91%
SSC
2010
Syverson Strege & Co
Iowa
$4K -$12.7K -75 -73%
DI
2011
Disciplined Investments
Oklahoma
$4K -$2.2K -13 -30%
BG
2012
Bollard Group
Massachusetts
$4K
CWA
2013
Carolina Wealth Advisors
South Carolina
$4K
MBFW
2014
Morton Brown Family Wealth
Pennsylvania
$4K
PP
2015
Pacifica Partners
Canada
$4K
RIM
2016
Ranger Investment Management
Texas
$4K
RBC
2017
Roble Belko & Company
Pennsylvania
$4K
SIC
2018
SJS Investment Consulting
Ohio
$4K +$4.24K +25 New
FIA
2019
FNY Investment Advisers
New York
$3K -$42.9K -253 -91%
LSA
2020
Lansing Street Advisors
Pennsylvania
$3K
LWA
2021
Lowe Wealth Advisors
Maryland
$3K
PCA
2022
Providence Capital Advisors
North Carolina
$3K
ST
2023
Sageworth Trust
Pennsylvania
$3K
YAL
2024
Your Advocates Ltd
Texas
$3K
DCM
2025
Davidson Capital Management
Texas
$3K +$678 +4 +27%

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.