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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B +$305M +1,725,030 +2%
BlackRock
2
BlackRock
New York
$11.4B +$89.7M +507,481 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.08B -$2.07B -11,742,745 -19%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$7.71B +$2.38B +13,483,854 +41%
State Street
5
State Street
Massachusetts
$7.3B -$79.1M -447,664 -1%
Morgan Stanley
6
Morgan Stanley
New York
$3.15B +$421M +2,381,298 +14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.73B +$102M +578,464 +4%
Fisher Asset Management
8
Fisher Asset Management
Washington
$2.59B +$77.8M +440,246 +3%
Jennison Associates
9
Jennison Associates
New York
$2.22B -$6.46M -36,538 -0.3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$2.15B +$98.4M +556,718 +4%
Norges Bank
11
Norges Bank
Norway
$1.98B +$210M +1,186,277 +11%
Northern Trust
12
Northern Trust
Illinois
$1.95B -$18.1M -102,200 -0.9%
Bank of America
13
Bank of America
North Carolina
$1.85B -$165M -932,805 -8%
N
14
Nuveen
North Carolina
$1.7B -$106M -599,272 -5%
Polen Capital Management
15
Polen Capital Management
Florida
$1.62B -$44M -249,099 -2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$1.62B -$127M -718,384 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.53B +$74.8M +423,431 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.41B +$323M +1,826,455 +27%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.12B +$41.8M +236,802 +4%
UBS AM
20
UBS AM
Illinois
$1.05B +$59.5M +336,807 +6%
Goldman Sachs
21
Goldman Sachs
New York
$968M +$187M +1,058,931 +22%
ClearBridge Investments
22
ClearBridge Investments
New York
$949M -$277M -1,567,091 -21%
Ameriprise
23
Ameriprise
Minnesota
$865M +$19.9M +112,642 +2%
UBS Group
24
UBS Group
Switzerland
$852M -$43.3M -245,082 -5%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$846M -$28.3M -159,935 -3%

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.