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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
FMP
2026
Financial Management Professionals
Texas
$31K +$10.6K +60 +48%
CWA
2027
Clearview Wealth Advisors
Oregon
$29K -$8.66K -49 -22%
TC
2028
Tacita Capital
Ontario, Canada
$29K
GKIM
2029
GW&K Investment Management
Massachusetts
$29K +$20.1K +114 +181%
TCM
2030
Tradewinds Capital Management
Washington
$28K -$285K -1,613 -90%
NICM
2031
Neo Ivy Capital Management
New York
$28K -$136K -770 -82%
CWM
2032
CarsonAllaria Wealth Management
Illinois
$28K
FPFS
2033
First Personal Financial Services
North Carolina
$28K
TC
2034
Trust Company
Kansas
$28K
MG
2035
MilWealth Group
Wisconsin
$27.2K
RWML
2036
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$26.2K
CAM
2037
Costello Asset Management
Pennsylvania
$24K
FWA
2038
FSC Wealth Advisors
New York
$24K
WAM
2039
Worth Asset Management
Texas
$23K
BAM
2040
Bellevue Asset Management
Washington
$22K
FPB
2041
First PREMIER Bank
South Dakota
$21K
MA
2042
MCF Advisors
Kentucky
$20K -$2.83K -16 -12%
CHA
2043
Carmichael Hill & Associates
Maryland
$20K +$1.59K +9 +8%
CMA
2044
Cedar Mountain Advisors
Oregon
$18K
RA
2045
Rational Advisors
New York
$18K +$530 +3 +3%
DAC
2046
Dividend Assets Capital
South Carolina
$18K +$1.94K +11 +11%
FBT
2047
First Bank & Trust
South Dakota
$17K -$6.89K -39 -28%
RA
2048
Resolute Advisors
California
$17K
SAM
2049
Strategic Asset Management
Minnesota
$17K
BBPWM
2050
Blue Bell Private Wealth Management
Pennsylvania
$17K +$5.12K +29 +40%

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.