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Salesforce

2,056 hedge funds and large institutions have $111B invested in Salesforce in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 895 increasing their positions, 837 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 837

0.57% less ownership

Funds ownership: 78.11%77.55% (-0.57%)

4% less funds holding

Funds holding: 2,1372,056 (-81)

10% less funds holding in top 10

Funds holding in top 10: 8980 (-9)

13% less call options, than puts

Call options by funds: $3B | Put options by funds: $3.45B

13% less capital invested

Capital invested by funds: $128B → $111B (-$16.4B)

29% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 163

Holders
2,056
Holders Change
-81
Holders Change %
-3.79%
% of All Funds
35.41%
Holding in Top 10
80
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.11%
% of All Funds
1.38%
New
115
Increased
895
Reduced
837
Closed
163
Calls
$3B
Puts
$3.45B
Net Calls
-$443M
Net Calls Change
-$687M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B +$187M +1,103,556 +1%
BlackRock
2
BlackRock
New York
$9.9B -$46.6M -274,853 -0.4%
State Street
3
State Street
Massachusetts
$6.45B +$99.3M +585,881 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.19B -$1.01B -5,974,352 -12%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.37B -$2.77B -16,319,876 -35%
Morgan Stanley
6
Morgan Stanley
New York
$2.71B -$36.6M -215,993 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.44B +$67.4M +397,654 +2%
Jennison Associates
8
Jennison Associates
New York
$1.97B +$35.7M +210,376 +2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$1.83B -$500M -2,948,998 -19%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.76B -$131M -771,027 -6%
Northern Trust
11
Northern Trust
Illinois
$1.69B -$11.9M -69,944 -0.6%
Norges Bank
12
Norges Bank
Norway
$1.64B -$99.1M -584,410 -5%
Polen Capital Management
13
Polen Capital Management
Florida
$1.59B +$208M +1,228,763 +13%
Bank of America
14
Bank of America
North Carolina
$1.57B -$47.2M -278,397 -2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$1.35B -$64.7M -381,461 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.32B -$14.8M -87,038 -0.9%
N
17
Nuveen
North Carolina
$1.26B -$266M -1,570,244 -15%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.22B -$6.84M -40,359 -0.5%
Amundi
19
Amundi
France
$1.05B +$486M +2,865,784 +74%
UBS AM
20
UBS AM
Illinois
$1.04B +$155M +912,795 +14%
Legal & General Group
21
Legal & General Group
United Kingdom
$948M -$33.3M -196,287 -3%
Harris Associates
22
Harris Associates
Illinois
$944M +$261M +1,539,978 +31%
UBS Group
23
UBS Group
Switzerland
$843M +$118M +695,873 +13%
Franklin Resources
24
Franklin Resources
California
$823M +$114M +673,760 +13%
ClearBridge Investments
25
ClearBridge Investments
New York
$784M -$50.6M -298,506 -5%

CRM Hedge Fund Activity: Q3 2022 in Review

2,056 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2022, worth a combined $111B — down 13% from $128B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of CRM and 115 opened new positions — a net loss of 48 holders — while 837 trimmed existing stakes and 895 added.

The largest buyer was Amundi, adding an estimated $486M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.77B.

  • 2,056 institutional investors held Salesforce (CRM) as of Q3 2022, down from 2,137 in Q2 2022.
  • Funds reported $111B of Salesforce stock for Q3 2022, down 13% quarter-over-quarter.
  • 115 funds opened new Salesforce positions in Q3 2022 and 163 closed out, a net change of -48 holders.
  • The largest Salesforce buyer in Q3 2022 was Amundi, an estimated $486M added.
  • The largest Salesforce seller in Q3 2022 was T. Rowe Price Associates, an estimated $2.77B sold.

Based on aggregated 13F filings for Q3 2022.