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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
LWM
2326
Loveless Wealth Management
Montana
-$221K -1,040 Closed
WCM
2327
Weik Capital Management
Pennsylvania
-$221K -1,040 Closed
WTB
2328
Washington Trust Bank
Washington
-$221K -1,039 Closed
CBA
2329
Coastal Bridge Advisors
Connecticut
-$220K -1,037 Closed
CSA
2330
Cottage Street Advisors
Massachusetts
-$220K -1,035 Closed
LIA
2331
LBMC Investment Advisors
Tennessee
-$219K -1,030 Closed
AIP
2332
Almanack Investment Partners
Pennsylvania
-$218K -1,027 Closed
ORC
2333
O'Rourke & Company
Massachusetts
-$218K -1,025 Closed
DLA
2334
Douglas Lane & Associates
New York
-$217K -1,021 Closed
NPA
2335
Nichols & Pratt Advisers
Massachusetts
-$217K -1,020 Closed
VC
2336
Veracity Capital
Georgia
-$216K -1,019 Closed
NWM
2337
NEIRG Wealth Management
Massachusetts
-$216K -1,017 Closed
CC
2338
Cadinha & Co
Hawaii
-$216K -1,016 Closed
MMPW
2339
Mitchell McLeod Pugh & Williams
Alabama
-$215K -1,013 Closed
TWM
2340
Triton Wealth Management
Arizona
-$215K -1,008 Closed
SI
2341
Sora Investors
Pennsylvania
-$214K -1,007 Closed
TIM
2342
Thompson Investment Management
Wisconsin
-$214K -1,006 Closed
BIA
2343
Bigelow Investment Advisors
Maine
-$213K -1,004 Closed
AIA
2344
Arbor Investment Advisors
North Carolina
-$212K -1,000 Closed
PIP
2345
Peachtree Investment Partners
Florida
-$212K -1,000 Closed
CCC
2346
Chelsea Counsel Company
California
-$211K -994 Closed
GSIS
2347
Global Strategic Investment Solutions
Arizona
-$211K -992 Closed
Wealth Enhancement Advisory Services
2348
Wealth Enhancement Advisory Services
Minnesota
-$216K -987 Closed
PNAA
2349
Pictet North America Advisors
Switzerland
-$209K -983 Closed
OCM
2350
Orser Capital Management
Texas
-$208K -980 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.