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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
CBN
2276
Cadence Bank NA
Texas
-$264K -1,244 Closed
SMC
2277
Smith, Moore & Co
Missouri
-$262K -1,234 Closed
SAM
2278
Smithbridge Asset Management
Pennsylvania
-$259K -1,219 Closed
LCM
2279
Leisure Capital Management
California
-$258K -1,213 Closed
HIP
2280
HUB Investment Partners
Texas
-$257K -1,209 Closed
FC
2281
Forte Capital
New York
-$305K -1,199 Closed
ICA
2282
Infrastructure Capital Advisors
New York
-$253K -1,191 Closed
SFG
2283
Sather Financial Group
Texas
-$253K -1,191 Closed
LA
2284
LexAurum Advisors
Kansas
-$251K -1,184 Closed
ETCM
2285
Evolutionary Tree Capital Management
Virginia
-$251K -1,180 Closed
SWM
2286
SFG Wealth Management
Maryland
-$251K -1,180 Closed
CT
2287
Coastline Trust
Rhode Island
-$248K -1,170 Closed
DAM
2288
Diamant Asset Management
Connecticut
-$248K -1,170 Closed
MAG
2289
MRA Advisory Group
New Jersey
-$248K -1,170 Closed
WE
2290
Wealth Effects
Massachusetts
-$248K -1,170 Closed
HWA
2291
HCR Wealth Advisors
California
-$248K -1,167 Closed
SAM
2292
Strategy Asset Managers
California
-$245K -1,154 Closed
FFG
2293
Frisch Financial Group
New York
-$245K -1,152 Closed
CC
2294
Callan Capital
California
-$244K -1,150 Closed
FGIM
2295
First Growth Investment Manager
California
-$244K -1,150 Closed
TCM
2296
Tufton Capital Management
Maryland
-$244K -1,150 Closed
FAFN
2297
First Affirmative Financial Network
Colorado
-$243K -1,147 Closed
UAS
2298
United Asset Strategies
New York
-$242K -1,142 Closed
DIP
2299
DT Investment Partners
Pennsylvania
-$242K -1,140 Closed
SNBOSD
2300
Security National Bank of So Dak
Iowa
-$241K -1,135 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.