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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
ITIM
2151
Indiana Trust & Investment Management
Indiana
-$227K -1,373 Closed
PP
2152
Pegasus Partners
Wisconsin
-$226K -1,372 Closed
EA
2153
Echo45 Advisors
California
-$226K -1,369 Closed
TCBWMS
2154
Texas Capital Bank Wealth Management Services
Texas
-$226K -1,367 Closed
BFA
2155
Beacon Financial Advisory
Ohio
-$225K -1,362 Closed
EVC
2156
Eidelman Virant Capital
Missouri
-$226K -1,350 Closed
ACM
2157
Avalon Capital Management
California
-$223K -1,349 Closed
GCP
2158
Gill Capital Partners
Colorado
-$286K -1,348 Closed
CGA
2159
Crescent Grove Advisors
Illinois
-$222K -1,344 Closed
RIS
2160
Retirement Income Solutions
Michigan
-$220K -1,330 Closed
CCM
2161
Consolidated Capital Management
California
-$219K -1,329 Closed
SMA
2162
Sage Mountain Advisors
Georgia
-$217K -1,317 Closed
NIM
2163
Northeast Investment Management
Massachusetts
-$217K -1,315 Closed
WWM
2164
Windsor Wealth Management
Indiana
-$226K -1,307 Closed
CM
2165
CastleKnight Management
New York
-$215K -1,300 Closed
LNB
2166
Ledyard National Bank
-$214K -1,299 Closed
AT
2167
Arvest Trust
Oklahoma
-$214K -1,298 Closed
ACP
2168
Aveo Capital Partners
Colorado
-$214K -1,298 Closed
PIA
2169
Pinion Investment Advisors
Kansas
-$213K -1,288 Closed
CWM
2170
Curi Wealth Management
North Carolina
-$211K -1,279 Closed
HIC
2171
Holderness Investments Company
North Carolina
-$210K -1,275 Closed
1WM
2172
1900 Wealth Management
Texas
-$211K -1,274 Closed
CCP
2173
Carmel Capital Partners
California
-$210K -1,273 Closed
CWA
2174
Clarity Wealth Advisors
California
-$209K -1,271 Closed
CF
2175
Cantor Fitzgerald
New York
-$208K -1,262 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.