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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
SIA
2301
Soltis Investment Advisors
Utah
-$240K -1,133 Closed
CCFM
2302
Clear Creek Financial Management
Washington
-$239K -1,126 Closed
GLA
2303
Good Life Advisors
Pennsylvania
-$238K -1,122 Closed
CA
2304
Cornerstone Advisory
Maryland
-$237K -1,117 Closed
FAN
2305
Financial Advisors Network
California
-$237K -1,116 Closed
FH
2306
FWG Holdings
Florida
-$237K -1,114 Closed
OWM
2307
Opes Wealth Management
California
-$236K -1,111 Closed
EP
2308
EPIQ Partners
Minnesota
-$235K -1,107 Closed
LNWTC
2309
Laird Norton Wetherby Trust Company
Washington
-$233K -1,102 Closed
CA
2310
CV Advisors
Florida
-$233K -1,100 Closed
TCM
2311
Triumph Capital Management
Colorado
-$233K -1,099 Closed
FNWM
2312
Financial Network Wealth Management
Utah
-$233K -1,096 Closed
OAM
2313
Oak Asset Management
California
-$231K -1,088 Closed
FFA
2314
Fi3 Financial Advisors
Indiana
-$231K -1,086 Closed
SP
2315
Successful Portfolios
Florida
-$230K -1,085 Closed
SFWA
2316
Summit Financial Wealth Advisors
Louisiana
-$230K -1,085 Closed
CICI
2317
Capital Investment Counsel Inc
North Carolina
-$228K -1,075 Closed
SEP
2318
Southland Equity Partners
Missouri
-$228K -1,073 Closed
TCPWM
2319
Traverso Chambers Private Wealth Management
California
-$227K -1,071 Closed
TI
2320
TTP Investments
California
-$227K -1,070 Closed
GWM
2321
Gray Wealth Management
Maine
-$226K -1,063 Closed
OFG
2322
Oxford Financial Group
Indiana
-$225K -1,061 Closed
SGK
2323
Steigerwald Gordon & Koch
Virginia
-$223K -1,052 Closed
SPP
2324
Single Point Partners
Massachusetts
-$223K -1,050 Closed
BMC
2325
Beaton Management Company
Massachusetts
-$223K -1,048 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.