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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
OPOWM
2251
One Plus One Wealth Management
Florida
-$346K -1,629 Closed
LA
2252
Latitude Advisors
Florida
-$341K -1,606 Closed
CPWM
2253
Cypress Point Wealth Management
Texas
-$328K -1,543 Closed
GWANC
2254
Guardian Wealth Advisors (North Carolina)
North Carolina
-$325K -1,529 Closed
GJIC
2255
Gamble Jones Investment Counsel
California
-$322K -1,515 Closed
LIM
2256
Leavell Investment Management
Alabama
-$315K -1,482 Closed
FMC
2257
First Merchants Corp
Indiana
-$314K -1,477 Closed
PAG
2258
Paladin Advisory Group
Iowa
-$260K -1,474 Closed
AFWM
2259
AMJ Financial Wealth Management
Virginia
-$312K -1,469 Closed
JSW
2260
Journey Strategic Wealth
New Jersey
-$310K -1,458 Closed
SW
2261
Solidarity Wealth
Utah
-$278K -1,454 Closed
ZIC
2262
ZWJ Investment Counsel
Georgia
-$297K -1,397 Closed
WBCM
2263
Wilson & Boucher Capital Management
California
-$291K -1,370 Closed
BCP
2264
Berkeley Capital Partners
Georgia
-$287K -1,353 Closed
DL
2265
DOHJ LLC
Washington
-$286K -1,348 Closed
PM
2266
Parametrica Management
Hong Kong
-$286K -1,347 Closed
HHGA
2267
Halbert Hargrove Global Advisors
California
-$286K -1,345 Closed
SXL
2268
Summit X LLC
Missouri
-$284K -1,344 Closed
TC
2269
Titleist Capital
Texas
-$283K -1,333 Closed
KWM
2270
Kolinsky Wealth Management
New Jersey
-$282K -1,326 Closed
ZF
2271
Zhang Financial
Michigan
-$277K -1,305 Closed
CL
2272
Choreo LLC
Illinois
-$273K -1,286 Closed
PGWM
2273
Parisi Gray Wealth Management
New Jersey
-$270K -1,274 Closed
HCA
2274
Heck Capital Advisors
Wisconsin
-$268K -1,264 Closed
PFC
2275
Phocas Financial Corp
California
-$266K -1,255 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.