Salesforce
CRM
2,275 hedge funds and large institutions have $163B invested in Salesforce in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,081 increasing their positions, 808 reducing their positions, and 215 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 1,081 | Existing positions reduced: 808
1.01% less ownership
Funds ownership: 78.67% → 77.66% (-1%)
3% less funds holding
Funds holding: 2,350 → 2,275 (-75)
10% less call options, than puts
Call options by funds: $4.04B | Put options by funds: $4.49B
12% less funds holding in top 10
Funds holding in top 10: 112 → 99 (-13)
17% less capital invested
Capital invested by funds: $197B → $163B (-$33.7B)
24% less first-time investments, than exits
New positions opened: 163 | Existing positions closed: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$436M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$389M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$370M |
| 4 |
Morgan Stanley
New York
|
+$342M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$314M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$1.47B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.33B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$758M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$521M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$308M |
CRM Hedge Fund Activity: Q1 2022 in Review
2,275 of the 6,361 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2022, worth a combined $163B — down 17% from $197B a quarter earlier.
Sellers outnumbered buyers: 215 funds closed out of CRM and 163 opened new positions — a net loss of 52 holders — while 808 trimmed existing stakes and 1,081 added.
The largest buyer was BlackRock, adding an estimated $436M. The largest seller was DZ Bank, cutting an estimated $1.47B.
- 2,275 institutional investors held Salesforce (CRM) as of Q1 2022, down from 2,350 in Q4 2021.
- Funds reported $163B of Salesforce stock for Q1 2022, down 17% quarter-over-quarter.
- 163 funds opened new Salesforce positions in Q1 2022 and 215 closed out, a net change of -52 holders.
- The largest Salesforce buyer in Q1 2022 was BlackRock, an estimated $436M added.
- The largest Salesforce seller in Q1 2022 was DZ Bank, an estimated $1.47B sold.
Based on aggregated 13F filings for Q1 2022.