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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
QIM
2076
Quest Investment Management
Oregon
-$3.37M -20,421 Closed
MAM
2077
Mark Asset Management
New York
-$3.3M -20,000 Closed
SCM
2078
Snowhook Capital Management
New York
-$2.97M -18,013 Closed
LFM
2079
LGT Fund Management
Liechtenstein
-$2.93M -17,727 Closed
PRC
2080
Pearl River Capital
Michigan
-$2.45M -14,823 Closed
COI
2081
Connable Office Inc
Michigan
-$2.25M -13,654 Closed
PAM
2082
Pinpoint Asset Management
Hong Kong
-$2.21M -13,400 Closed
MFS
2083
Mirabella Financial Services
United Kingdom
-$2.06M -12,464 Closed
Walleye Capital
2084
Walleye Capital
New York
-$2.02M -11,926 Closed
GQG Partners
2085
GQG Partners
Florida
-$1.95M -11,815 Closed
GTCM
2086
Gyon Technologies Capital Management
New Jersey
-$1.92M -11,631 Closed
IMC Chicago
2087
IMC Chicago
Illinois
-$1.9M -11,205 Closed
TA
2088
Townsend & Associates
Colorado
-$1.91M -10,974 Closed
CPC
2089
Consolidated Planning Corp
Georgia
-$1.67M -10,117 Closed
LSAG
2090
Lake Street Advisors Group
New Hampshire
-$1.65M -10,000 Closed
CCMT
2091
CMT Capital Markets Trading
Germany
-$1.64M -9,649 Closed
EWA
2092
EP Wealth Advisors
California
-$1.52M -9,237 Closed
VFM
2093
Viking Fund Management
North Dakota
-$1.49M -9,000 Closed
GCWM
2094
Graham Capital Wealth Management
District of Columbia
-$1.39M -8,397 Closed
HCCM
2095
Hudson Canyon Capital Management
New York
-$1.25M -7,590 Closed
NCL
2096
Nishkama Capital LLC
Puerto Rico
-$1.25M -7,573 Closed
KIP
2097
Kayak Investment Partners
California
-$1.22M -7,400 Closed
AW
2098
Alaethes Wealth
Nevada
-$1.17M -7,064 Closed
DTL
2099
Dynamic Technology Lab
Singapore
-$1.1M -6,687 Closed
PWSG
2100
Pacific Wealth Strategies Group
California
-$1.05M -6,363 Closed

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.