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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
GGS
2101
Galvin Gaustad & Stein
Arizona
-$1.02M -6,196 Closed
CCS
2102
Concentric Capital Strategies
Connecticut
-$990K -6,000 Closed
HWAM
2103
Hennion & Walsh Asset Management
New Jersey
-$946K -5,732 Closed
GCAC
2104
Guardian Capital Advisors (Canada)
Ontario, Canada
-$884K -5,492 Closed
ACM
2105
Alight Capital Management
New York
-$825K -5,000 Closed
ES
2106
Eagle Strategies
New York
-$783K -4,744 Closed
ANB
2107
Amarillo National Bank
Texas
-$774K -4,694 Closed
CMTU
2108
Capital Markets Trading (UK)
United Kingdom
-$636K -3,851 Closed
CJL
2109
Cyrus J. Lawrence
New York
-$627K -3,800 Closed
CFA
2110
Cahill Financial Advisors
Minnesota
-$593K -3,589 Closed
MSU
2111
Mizuho Securities USA
New York
-$592K -3,584 Closed
WG
2112
Winton Group
United Kingdom
-$544K -3,297 Closed
JC
2113
JB Capital
Connecticut
-$510K -3,089 Closed
SGI
2114
Summit Global Investments
Utah
-$495K -3,002 Closed
CAN
2115
Claraphi Advisory Network
United States
-$493K -2,989 Closed
BBP
2116
Banco BTG Pactual
Brazil
-$474K -2,870 Closed
ACM
2117
Advisors Capital Management
New Jersey
-$440K -2,663 Closed
HA
2118
Harfst & Associates
Wyoming
-$435K -2,639 Closed
IAMH
2119
IvyRock Asset Management (HK)
Hong Kong
-$413K -2,500 Closed
LWAM
2120
Legacy Wealth Asset Management
Minnesota
-$393K -2,383 Closed
DIM
2121
Delta Investment Management
California
-$370K -2,240 Closed
JWS
2122
Juncture Wealth Strategies
Arizona
-$349K -2,115 Closed
PAA
2123
Peregrine Asset Advisers
Oregon
-$341K -2,064 Closed
JHP
2124
James Hambro & Partners
United Kingdom
-$338K -2,050 Closed
PFM
2125
Parsec Financial Management
North Carolina
-$337K -2,041 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.