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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
SSC
2051
Syverson Strege & Co
Iowa
$17K +$13.3K +75 +268%
TAM
2052
Tucker Asset Management
Colorado
$16K -$2.12K -12 -11%
GIA
2053
GHP Investment Advisors
Colorado
$16K -$83.9K -475 -83%
LF
2054
Lee Financial
Texas
$16K +$12.2K +69 +230%
GFPC
2055
Global Financial Private Client
Florida
$15.6K +$12.4K +70 +304%
SC
2056
Steph & Co
Wisconsin
$15K -$54.6K -309 -78%
PK
2057
Pflug Koory
Nebraska
$15K
Belvedere Trading
2058
Belvedere Trading
Illinois
$15K +$15.4K +87 New
BHWM
2059
Beaird Harris Wealth Management
Texas
$14K -$62K -351 -80%
AP
2060
Atwood & Palmer
Missouri
$14K +$12.4K +70 +467%
KFS
2061
Kelly Financial Services
Massachusetts
$13K
DMKJ
2062
David M. Knott Jr
$13K +$13.6K +77 New
FP
2063
Financial Perspectives
Minnesota
$12.4K
PO
2064
Private Ocean
California
$12K -$3.53K -20 -21%
FNBOSM
2065
First National Bank of South Miami
Florida
$11K -$3K -17 -20%
AA
2066
AlphaMark Advisors
Kentucky
$11K
JPLA
2067
Joseph P. Lucia & Associates
New York
$10K
BAM
2068
Byrne Asset Management
New Jersey
$9K -$892K -5,049 -99%
PCC
2069
Park Circle Company
Maryland
$9K
VRM
2070
Vectors Research Management
New York
$9K +$7.95K +45 +563%
TWP
2071
TFO Wealth Partners
Ohio
$9K +$9.54K +54 New
AW
2072
Avion Wealth
Texas
$9K +$10.1K +57 New
CMP
2073
Coston McIsaac & Partners
Maine
$9K +$10.1K +57 New
MFC
2074
Mechanics Financial Corp
Ohio
$8K
PP
2075
PrairieView Partners
Minnesota
$8K

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.