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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
PA
2176
PFG Advisors
Arizona
-$207K -1,257 Closed
PCM
2177
Princeton Capital Management
New Jersey
-$207K -1,257 Closed
FPCG
2178
Fort Pitt Capital Group
Pennsylvania
-$207K -1,256 Closed
DA
2179
DCF Advisers
Connecticut
-$206K -1,250 Closed
OWA
2180
Opal Wealth Advisors
New York
-$206K -1,250 Closed
KA
2181
Klingman & Associates
New York
-$205K -1,244 Closed
WDG
2182
Wealth Dimensions Group
Ohio
-$204K -1,234 Closed
SIA
2183
Strategic Investment Advisors
Michigan
-$203K -1,233 Closed
JF
2184
JSF Financial
California
-$203K -1,230 Closed
PCA
2185
Peddock Capital Advisors
Massachusetts
-$203K -1,229 Closed
SFG
2186
Sovereign Financial Group
Connecticut
-$203K -1,227 Closed
HCM
2187
HMS Capital Management
Tennessee
-$202K -1,226 Closed
CA
2188
CoreCap Advisors
Michigan
-$202K -1,222 Closed
FOA
2189
Five Oceans Advisors
California
-$201K -1,216 Closed
LF
2190
Lantz Financial
Illinois
-$200K -1,211 Closed
TCWM
2191
Total Clarity Wealth Management
Illinois
-$198K -1,200 Closed
WB
2192
West Bancorporation
Iowa
-$170K -1,030 Closed
SOW
2193
State of Wyoming
Wyoming
-$131K -775 -100%
RIM
2194
Rockbridge Investment Management
New York
-$114K -690 Closed
SIAP
2195
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$113K -686 Closed
HFS
2196
Heritage Financial Services
Massachusetts
-$89K -544 Closed
BMD
2197
Better Money Decisions
New Mexico
-$47K -286 Closed
AIP
2198
Ahrens Investment Partners
Louisiana
-$41K -250 Closed
GLLW
2199
Graves Light Lenhart Wealth
Virginia
-$37K -227 Closed
GKIM
2200
GW&K Investment Management
Massachusetts
-$29K -177 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.