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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
YAL
2101
Your Advocates Ltd
Texas
$4K
IHWM
2102
Iron Horse Wealth Management
Iowa
$4K +$707 +4 +20%
FEG
2103
Financial Enhancement Group
Indiana
$3K
IWP
2104
IAG Wealth Partners
Wisconsin
$3K
JMF
2105
Johnson Midwest Financial
Iowa
$3K
LPWM
2106
Lake Point Wealth Management
Texas
$3K
LWA
2107
Lowe Wealth Advisors
Maryland
$3K
ST
2108
Sageworth Trust
Pennsylvania
$3K
CP
2109
Castleview Partners
Texas
$2.32K -$573K -3,244 -94%
BRWM
2110
B. Riley Wealth Management
Tennessee
$2.18K -$308K -1,744 -12%
FSWA
2111
Financial Synergies Wealth Advisors
Texas
$2.15K +$2.3K +13 New
DCM
2112
Davidson Capital Management
Texas
$2K -$1.04M -5,875 -100%
Simplex Trading
2113
Simplex Trading
Illinois
$2K -$35.3K -200 -93%
CA
2114
Centerpoint Advisors
Massachusetts
$2K
FCT
2115
First Community Trust
Iowa
$2K +$2.65K +15 New
TIM
2116
Tevis Investment Management
Texas
$2K +$2.65K +15 New
IAIM
2117
International Assets Investment Management
Florida
$1.04K -$77.4K -438 -6%
HS
2118
Horan Securities
United States
$1K -$1.41K -8 -67%
AFS
2119
Annapolis Financial Services
Maryland
$1K -$353 -2 -29%
ACK
2120
Andrew C. Karlinski
$1K
CWM
2121
Cranbrook Wealth Management
Michigan
$1K
DSC
2122
Duncker Streett & Co
Missouri
$1K
JIR
2123
James Investment Research
Ohio
$1K
MAM
2124
Marquette Asset Management
Minnesota
$1K
UIA
2125
Ulland Investment Advisors
Minnesota
$1K

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.