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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
TCM
2026
TD Capital Management
Tennessee
$3K +$3.39K +20 New
PI
2027
PFS Investments
Georgia
$2.16K +$187K +1,103 +8%
MOS
2028
MGO One Seven
Ohio
$2.12K -$8.14K -48 -0.6%
Parallax Volatility Advisers
2029
Parallax Volatility Advisers
California
$2K -$18M -105,897 -100%
AP
2030
Atwood & Palmer
Missouri
$2K -$11.9K -70 -82%
CA
2031
Centerpoint Advisors
Massachusetts
$2K
TFA
2032
Transamerica Financial Advisors
Florida
$2K +$1.02K +6 +86%
FSWA
2033
Financial Synergies Wealth Advisors
Texas
$1.87K
EWM
2034
Executive Wealth Management
Michigan
$1.56K -$1.62M -9,563 -86%
PWP
2035
Principle Wealth Partners
Connecticut
$1.3K +$215K +1,265 +16%
CMANY
2036
Capital Management Associates (New York)
New York
$1K -$659K -3,889 -100%
KFP
2037
KB Financial Partners
New Jersey
$1K -$52.2K -308 -97%
AW
2038
Avion Wealth
Texas
$1K -$8.48K -50 -88%
CWM
2039
Cranbrook Wealth Management
Michigan
$1K
DSC
2040
Duncker Streett & Co
Missouri
$1K
HS
2041
Horan Securities
United States
$1K
JIR
2042
James Investment Research
Ohio
$1K
RDIA
2043
RE Dickinson Investment Advisors
Iowa
$1K
UIA
2044
Ulland Investment Advisors
Minnesota
$1K
UFF
2045
USA Financial Formulas
Michigan
$1K
EC
2046
EdgeRock Capital
Colorado
$1K +$1.7K +10 New
NDSI
2047
Newman Dignan & Sheerar Inc
Rhode Island
$619 -$10.2K -60 -1%
SC
2048
Stephens Consulting
Michigan
$575
MGIM
2049
M&G Investment Management
United Kingdom
$325 -$51.9K -306 -12%
FGAM
2050
Financial Gravity Asset Management
Texas
$167 -$382K -2,254 -66%

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.