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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
AA
2351
Advisory Alpha
Michigan
-$208K -979 Closed
BWM
2352
Bulltick Wealth Management
Florida
-$208K -979 Closed
SCFS
2353
S.C. Financial Services
Arizona
-$208K -979 Closed
AAMC
2354
Asset Allocation & Management Company
Illinois
-$207K -975 Closed
RWM
2355
RBA Wealth Management
California
-$206K -971 Closed
JCIA
2356
Jackson Creek Investment Advisors
Colorado
-$203K -958 Closed
MIA
2357
MainStreet Investment Advisors
Illinois
-$203K -954 Closed
VC
2358
Vicus Capital
Pennsylvania
-$201K -946 Closed
WFA
2359
Wellspring Financial Advisors
Ohio
-$195K -917 Closed
SCA
2360
Sandy Cove Advisors
Massachusetts
-$193K -907 Closed
ACM
2361
Aquatic Capital Management
Illinois
-$191K -900 Closed
GM
2362
GeoWealth Management
Illinois
-$115K -541 Closed
RFWA
2363
RPg Family Wealth Advisory
Massachusetts
-$114K -537 Closed
LAS
2364
Lloyd Advisory Services
Georgia
-$74K -349 Closed
TFO
2365
Tarbox Family Office
California
-$68K -322 Closed
CC
2366
Corsicana & Co
Texas
-$64K -300 Closed
NIM
2367
NuWave Investment Management
New Jersey
-$55K -259 Closed
DCM
2368
Disciplina Capital Management
Tennessee
-$26.1K -123 Closed
BC
2369
BIT Capital
Germany
-$23.6K -111 Closed
TLCM
2370
Twin Lakes Capital Management
California
-$23K -108 Closed
JSAM
2371
J. Safra Asset Management
New York
-$16.1K -91 -77%
SCA
2372
Stuart Chaussee & Associates
California
-$19K -91 Closed
ICM
2373
Islay Capital Management
Texas
-$19K -88 Closed
OSNBOA
2374
Old Second National Bank of Aurora
Illinois
-$16K -77 Closed
MAM
2375
McCarthy Asset Management
California
-$15K -69 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.