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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
WCM
2176
Wunderlich Capital Managemnt
Tennessee
-$2.61M -12,309 Closed
AGAM
2177
Audent Global Asset Management
California
-$2.56M -12,040 Closed
TF
2178
Threadgill Financial
Texas
-$2.43M -11,430 Closed
JPC
2179
Jabodon PT Co
Nevada
-$2.41M -11,334 Closed
SH
2180
SeaTown Holdings
Singapore
-$2.37M -11,150 Closed
AAM
2181
Arabesque Asset Management
United Kingdom
-$2.33M -10,969 Closed
BC
2182
Breakline Capital
New York
-$2.17M -10,196 Closed
WCA
2183
Westover Capital Advisors
Delaware
-$2.04M -9,614 Closed
APGDR
2184
Absoluto Partners Gestao de Recursos
Brazil
-$2M -9,416 Closed
GCM
2185
Graham Capital Management
Connecticut
-$1.91M -8,999 Closed
SCI
2186
Stableford Capital II
Arizona
-$1.7M -8,489 Closed
MIAS
2187
Mason Investment Advisory Services
Virginia
-$1.8M -8,485 Closed
BWM
2188
BNC Wealth Management
Oregon
-$1.79M -8,420 Closed
VCM
2189
Virtue Capital Management
Tennessee
-$1.69M -7,973 Closed
IUHSA
2190
Itau Unibanco Holding S.A.
Brazil
-$1.5M -7,045 Closed
WWM
2191
WT Wealth Management
Arizona
-$1.47M -6,909 Closed
MS
2192
Madden Securities
Texas
-$1.45M -6,821 Closed
BSAM
2193
Blue Square Asset Management
New York
-$1.33M -6,253 Closed
KTM
2194
Keeler Thomas Management
Utah
-$1.29M -6,058 Closed
BSA
2195
Braun Stacey Associates
New York
-$1.21M -5,691 Closed
PFMU
2196
Privium Fund Management (UK)
United Kingdom
-$1.17M -5,458 Closed
SG
2197
StoneX Group
New York
-$1.15M -5,405 Closed
CWA
2198
Canvas Wealth Advisors
Kansas
-$962K -5,396 Closed
MFG
2199
Menard Financial Group
Texas
-$1.11M -5,214 Closed
AFA
2200
Abacus FCF Advisors
Florida
-$1.06M -5,011 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.