Salesforce
CRM
2,350 hedge funds and large institutions have $197B invested in Salesforce in 2021 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 1,095 increasing their positions, 690 reducing their positions, and 132 closing their positions.
155% more first-time investments, than exits
New positions opened: 337 | Existing positions closed: 132
59% more repeat investments, than reductions
Existing positions increased: 1,095 | Existing positions reduced: 690
8% more funds holding
Funds holding: 2,181 → 2,350 (+169)
0.74% less ownership
Funds ownership: 79.41% → 78.67% (-0.74%)
5% less capital invested
Capital invested by funds: $208B → $197B (-$11.2B)
26% less call options, than puts
Call options by funds: $5.36B | Put options by funds: $7.22B
29% less funds holding in top 10
Funds holding in top 10: 158 → 112 (-46)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$1.15B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$1.03B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$711M |
| 4 |
BlackRock
New York
|
+$502M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$499M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$736M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$587M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$497M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$380M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$368M |
CRM Hedge Fund Activity: Q4 2021 in Review
2,350 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2021, worth a combined $197B — down 5.4% from $208B a quarter earlier.
Buyers outnumbered sellers: 337 funds opened new CRM positions and 132 closed out — a net gain of 205 holders — while 1,095 added to existing stakes and 690 trimmed.
The largest buyer was Jennison Associates, adding an estimated $1.15B. The largest seller was Fidelity Investments, cutting an estimated $736M.
- 2,350 institutional investors held Salesforce (CRM) as of Q4 2021, up from 2,181 in Q3 2021.
- Funds reported $197B of Salesforce stock for Q4 2021, down 5.4% quarter-over-quarter.
- 337 funds opened new Salesforce positions in Q4 2021 and 132 closed out, a net change of +205 holders.
- The largest Salesforce buyer in Q4 2021 was Jennison Associates, an estimated $1.15B added.
- The largest Salesforce seller in Q4 2021 was Fidelity Investments, an estimated $736M sold.
Based on aggregated 13F filings for Q4 2021.