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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
OMC
2126
Old Mission Capital
Illinois
-$327K -1,981 Closed
EWA
2127
Evolution Wealth Advisors
Florida
-$334K -1,968 Closed
CWM
2128
C2C Wealth Management
Arizona
-$340K -1,954 Closed
AA
2129
Aire Advisors
California
-$322K -1,952 Closed
WA
2130
WBH Advisory
Maryland
-$339K -1,945 Closed
AIA
2131
Angeles Investment Advisors
California
-$309K -1,870 Closed
EFS
2132
Econ Financial Services
Pennsylvania
-$307K -1,861 Closed
BC
2133
Bridgefront Capital
Texas
-$301K -1,822 Closed
SCP
2134
Sender Company & Partners
New York
-$301K -1,822 Closed
CA
2135
Calton & Associates
Florida
-$284K -1,725 Closed
EAM
2136
Evanson Asset Management
California
-$272K -1,648 Closed
CPA
2137
Cardiff Park Advisors
California
-$267K -1,616 Closed
KW
2138
KWB Wealth
California
-$250K -1,514 Closed
BCM
2139
Brasada Capital Management
Texas
-$248K -1,500 Closed
NME
2140
Notis-McConarty Edward
-$248K -1,500 Closed
TF
2141
Trek Financial
Arizona
-$245K -1,484 Closed
BFC
2142
Bedel Financial Consulting
Indiana
-$237K -1,438 Closed
VC
2143
Veery Capital
Delaware
-$234K -1,419 Closed
WA
2144
Wealth Architects
California
-$233K -1,410 Closed
PSP
2145
Principal Street Partners
Tennessee
-$232K -1,407 Closed
WMA
2146
West Michigan Advisors
Michigan
-$229K -1,387 Closed
WKSWA
2147
White Knight Strategic Wealth Advisors
New Jersey
-$229K -1,386 Closed
GHAM
2148
Gilman Hill Asset Management
Connecticut
-$229K -1,385 Closed
MSA
2149
McAlister Sweet & Associates
Texas
-$228K -1,380 Closed
QTM
2150
qPULA Trading Management
New York
-$228K -1,380 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.