Salesforce
CRM
2,176 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 347 funds opening new positions, 833 increasing their positions, 793 reducing their positions, and 150 closing their positions.
131% more first-time investments, than exits
New positions opened: 347 | Existing positions closed: 150
103% more funds holding in top 10
Funds holding in top 10: 60 → 122 (+62)
53% more capital invested
Capital invested by funds: $100B → $153B (+$52.8B)
8% more funds holding
Funds holding: 2,022 → 2,176 (+154)
1.2% more ownership
Funds ownership: 75.8% → 77% (+1.2%)
5% more repeat investments, than reductions
Existing positions increased: 833 | Existing positions reduced: 793
1% less call options, than puts
Call options by funds: $5.18B | Put options by funds: $5.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$2.29B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.14B |
| 3 |
JP Morgan Chase
New York
|
+$664M |
| 4 |
VH
ValueAct Holdings
San Francisco,
California
|
+$494M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$485M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.21B |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$804M |
| 3 |
Flossbach Von Storch
Cologne,
Germany
|
-$463M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$439M |
| 5 |
Barclays
London,
United Kingdom
|
-$432M |
CRM Hedge Fund Activity: Q1 2023 in Review
2,176 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2023, worth a combined $153B — up 53% from $100B a quarter earlier.
Buyers outnumbered sellers: 347 funds opened new CRM positions and 150 closed out — a net gain of 197 holders — while 833 added to existing stakes and 793 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.29B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.21B.
- 2,176 institutional investors held Salesforce (CRM) as of Q1 2023, up from 2,022 in Q4 2022.
- Funds reported $153B of Salesforce stock for Q1 2023, up 53% quarter-over-quarter.
- 347 funds opened new Salesforce positions in Q1 2023 and 150 closed out, a net change of +197 holders.
- The largest Salesforce buyer in Q1 2023 was Capital World Investors, an estimated $2.29B added.
- The largest Salesforce seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.21B sold.
Based on aggregated 13F filings for Q1 2023.