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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
QC
2151
Quadrature Capital
United Kingdom
-$19.6M -92,287 Closed
OPFM
2152
Optimus Prime Fund Management
Cayman Islands
-$17M -80,000 Closed
IPGDR
2153
Investidor Profissional Gestao de Recursos
Brazil
-$14.5M -68,378 Closed
TFM
2154
TPI Fund Managers
United Kingdom
-$13.4M -63,054 Closed
KC
2155
KCL Capital
New York
-$10.6M -50,000 Closed
HF
2156
HRT Financial
New York
-$8.5M -48,095 Closed
JWM
2157
Jackson Wealth Management
Florida
-$9.97M -46,951 Closed
GAG
2158
Goodman Advisory Group
Massachusetts
-$8M -37,694 Closed
AF
2159
Alerus Financial
North Dakota
-$7.32M -34,455 Closed
BM
2160
Bridger Management
New York
-$7.11M -33,500 Closed
TW
2161
Transform Wealth
Colorado
-$6.61M -31,145 Closed
JAM
2162
Jupiter Asset Management
United Kingdom
-$6.42M -30,215 Closed
DBG
2163
De Burlo Group
Massachusetts
-$5.8M -27,307 Closed
PC
2164
Permanens Capital
New York
-$5.71M -26,905 Closed
FIM
2165
FWL Investment Management
Texas
-$4.92M -23,177 Closed
OSIA
2166
O'Shares Investment Advisers
Massachusetts
-$4.37M -20,580 Closed
CM
2167
Caption Management
Oklahoma
-$3.18M -18,000 Closed
JSMC
2168
Jess S. Morgan & Co
California
-$3.57M -16,814 Closed
IRF
2169
IBM Retirement Fund
New York
-$3.17M -14,921 Closed
BCP
2170
Blackhawk Capital Partners
Wisconsin
-$3.01M -14,161 Closed
LMGAM
2171
Liberty Mutual Group Asset Management
Massachusetts
-$2.94M -13,825 Closed
Tudor Investment Corp
2172
Tudor Investment Corp
Connecticut
-$2.37M -13,423 Closed
RCM
2173
Regency Capital Management
Hawaii
-$2.83M -13,311 Closed
VF
2174
Virtu Financial
New York
-$2.78M -13,097 Closed
HLCM
2175
Hickory Lane Capital Management
New York
-$2.76M -13,000 Closed

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.