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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
SL
2076
Savior LLC
Massachusetts
$8K +$8.84K +50 New
ARMC
2077
American Research & Management Company
Massachusetts
$7K
EIP
2078
Ellis Investment Partners
Pennsylvania
$7K
MIM
2079
Macroview Investment Management
Maryland
$7K
RCM
2080
Raleigh Capital Management
North Carolina
$7K
DI
2081
Disciplined Investments
Oklahoma
$7K +$1.06K +6 +16%
SC
2082
Schubert & Co
Texas
$7K +$4.42K +25 +156%
SFG
2083
Steward Financial Group
Texas
$7K +$6.18K +35 +292%
SMG
2084
Spectrum Management Group
Indiana
$7K +$7.07K +40 New
HF
2085
Halpern Financial
Virginia
$6.11K +$6.54K +37 New
DWA
2086
Delos Wealth Advisors
Texas
$6K
TF
2087
TimeScale Financial
Massachusetts
$6K
LFA
2088
Level Financial Advisors
New York
$6K +$6.36K +36 New
BCM
2089
Bourgeon Capital Management
Connecticut
$5K
MBFW
2090
Morton Brown Family Wealth
Pennsylvania
$5K
MWA
2091
Moser Wealth Advisors
Washington
$5K
PP
2092
Pacifica Partners
Canada
$5K
RIM
2093
Ranger Investment Management
Texas
$5K
ETI
2094
Enterprise Trust & Investment
California
$5K +$4.95K +28 New
IAMOG
2095
Investors Asset Management of Georgia
Georgia
$5K +$5.83K +33 New
BG
2096
Bollard Group
Massachusetts
$4K -$53.9K -305 -92%
CWA
2097
Carolina Wealth Advisors
South Carolina
$4K
LSA
2098
Lansing Street Advisors
Pennsylvania
$4K
PCA
2099
Providence Capital Advisors
North Carolina
$4K
RBC
2100
Roble Belko & Company
Pennsylvania
$4K

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.