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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
DF
2201
Donoghue Forlines
Massachusetts
-$1.06M -5,011 Closed
GCC
2202
Game Creek Capital
Massachusetts
-$1.06M -5,000 Closed
RHP
2203
Royal Harbor Partners
Texas
-$1.01M -4,744 Closed
BWM
2204
Buckley Wealth Management
Nevada
-$951K -4,477 Closed
WAM
2205
Weiss Asset Management
Massachusetts
-$928K -4,372 Closed
CANY
2206
Caxton Associates (New York)
New York
-$925K -4,358 Closed
FANJ
2207
Financial Architects (New Jersey)
New Jersey
-$919K -4,331 Closed
HTC
2208
Haverford Trust Company
Pennsylvania
-$897K -4,226 Closed
JWM
2209
Jupiter Wealth Management
Colorado
-$875K -4,125 Closed
KOC
2210
Koss-Olinger Consulting
Florida
-$814K -3,834 Closed
ICM
2211
IMS Capital Management
Oregon
-$765K -3,601 Closed
SCM
2212
Stevens Capital Management
Pennsylvania
-$748K -3,521 Closed
BHCM
2213
Boulder Hill Capital Management
New York
-$743K -3,500 Closed
LCS
2214
Levin Capital Strategies
New York
-$742K -3,495 Closed
LSA
2215
L & S Advisors
California
-$715K -3,366 Closed
CC
2216
Caxton Corporation
New Jersey
-$699K -3,294 Closed
WFI
2217
West Family Investments
California
-$685K -3,227 Closed
CCFP
2218
Charles Carroll Financial Partners
Massachusetts
-$685K -3,225 Closed
AI
2219
Atom Investors
Texas
-$676K -3,183 Closed
WPW
2220
Warther Private Wealth
Ohio
-$669K -3,152 Closed
FC
2221
FORA Capital
Florida
-$655K -3,047 Closed
MFS
2222
Monetta Financial Services
Illinois
-$637K -3,000 Closed
TFA
2223
Teamwork Financial Advisors
Texas
-$611K -2,876 Closed
CP
2224
Cumberland Partners
Ontario, Canada
-$605K -2,850 Closed
HSA
2225
Hussman Strategic Advisors
Maryland
-$552K -2,600 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.