We are live on ! Find out more
CRM icon

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
MAC
2226
Mason & Associates (California)
California
-$545K -2,565 Closed
PC
2227
Periscope Capital
Ontario, Canada
-$538K -2,536 Closed
GSC
2228
G&S Capital
Colorado
-$531K -2,503 Closed
Fayez Sarofim & Co
2229
Fayez Sarofim & Co
Texas
-$530K -2,496 Closed
CIA
2230
Choate Investment Advisors
Massachusetts
-$512K -2,414 Closed
ISWM
2231
Independent Solutions Wealth Management
New York
-$511K -2,405 Closed
JM
2232
Jeneq Management
New York
-$510K -2,400 Closed
MYIA
2233
Mount Yale Investment Advisors
Colorado
-$482K -2,271 Closed
GWM
2234
GSB Wealth Management
Connecticut
-$480K -2,262 Closed
TA
2235
TKG Advisors
Indiana
-$468K -2,206 Closed
Two Sigma Advisers
2236
Two Sigma Advisers
New York
-$467K -2,200 Closed
FFG
2237
Fortem Financial Group
California
-$465K -2,190 Closed
MSR
2238
Main Street Research
Connecticut
-$443K -2,085 Closed
CC
2239
Corton Capital
Ontario, Canada
-$424K -1,999 Closed
ACM
2240
Absolute Capital Management
Pennsylvania
-$403K -1,900 Closed
PFG
2241
PAX Financial Group
Texas
-$403K -1,898 Closed
FHC
2242
First Heartland Consultants
Missouri
-$394K -1,860 Closed
FI
2243
Fosun International
China
-$387K -1,800 Closed
PIM
2244
Parker Investment Management
California
-$377K -1,776 Closed
AG
2245
AIA Group
Hong Kong
-$375K -1,766 Closed
FSA
2246
Financial Sense Advisors
California
-$371K -1,746 Closed
FPA
2247
First Pacific Advisors
California
-$370K -1,745 Closed
PCM
2248
Poehling Capital Management
Wisconsin
-$368K -1,734 Closed
ICM
2249
Ionic Capital Management
New York
-$364K -1,715 Closed
WCM
2250
Wedge Capital Management
North Carolina
-$350K -1,647 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.