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Salesforce

1,143 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 325 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 71

58% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 325

25% more funds holding in top 10

Funds holding in top 10: 6480 (+16)

18% more capital invested

Capital invested by funds: $73.3B → $86.5B (+$13.2B)

6% more funds holding

Funds holding: 1,0751,143 (+68)

0.34% less ownership

Funds ownership: 86.16%85.82% (-0.34%)

5% less call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.55B

Holders
1,143
Holders Change
+68
Holders Change %
+6.33%
% of All Funds
26.17%
Holding in Top 10
80
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25%
% of All Funds
1.83%
New
147
Increased
515
Reduced
325
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
226
Cookson Peirce & Co
Pennsylvania
$24.3M +$2.24M +17,520 +11%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$24.1M -$1.8M -14,133 -7%
CHCM
228
Columbus Hill Capital Management
New Jersey
$24.1M -$1.12M -8,800 -5%
ACM
229
Altimeter Capital Management
Massachusetts
$23.7M +$3.63M +28,440 +20%
TPSF
230
Texas Permanent School Fund
Texas
$23.5M -$660K -5,177 -3%
STMM
231
South Texas Money Management
Texas
$22.7M +$12.6M +98,461 +145%
CC
232
Crosslink Capital
California
$22.6M -$1.38M -10,800 -6%
EB
233
Eastern Bank
Massachusetts
$21.2M -$201K -1,576 -1%
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$21.1M -$441K -3,457 -2%
JCM
235
Jag Capital Management
Missouri
$20.8M +$1.06M +8,346 +6%
CCA
236
Catalyst Capital Advisors
New York
$20.7M
IP
237
Interval Partners
New York
$20.5M -$3.21M -25,145 -14%
LFDLE
238
La Financiere de L'Echiquier
France
$20.3M +$3.03M +23,753 +19%
DBG
239
De Burlo Group
Massachusetts
$20.2M -$2.09M -16,400 -10%
Jane Street
240
Jane Street
New York
$20M +$2.25M +17,667 +14%
ZIG
241
Zurich Insurance Group
Switzerland
$19.9M +$3.2M +25,109 +21%
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$19.4M +$752K +5,892 +4%
Skandinaviska Enskilda Banken (SEB)
243
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.9M +$7.51M +58,872 +74%
Nomura Asset Management
244
Nomura Asset Management
Japan
$18.9M -$10.7M -83,933 -38%
NAM
245
Nissay Asset Management
Japan
$18.8M +$3.74M +29,341 +27%
NMIMC
246
Northwestern Mutual Investment Management Company
Wisconsin
$18.4M +$1.3M +10,166 +8%
B
247
BP
United Kingdom
$18.4M +$7.02M +55,000 +69%
RI
248
Redwood Investments
Massachusetts
$18.4M +$97.9K +767 +0.6%
ProShare Advisors
249
ProShare Advisors
Maryland
$17.9M +$603K +4,723 +4%
ACPU
250
Arrowgrass Capital Partners (US)
Delaware
$17.8M +$16.7M +130,762 New

CRM Hedge Fund Activity: Q2 2018 in Review

1,143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2018, worth a combined $86.5B — up 18% from $73.3B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new CRM positions and 71 closed out — a net gain of 76 holders — while 515 added to existing stakes and 325 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.09B. The largest seller was T. Rowe Price Associates, cutting an estimated $844M.

  • 1,143 institutional investors held Salesforce (CRM) as of Q2 2018, up from 1,075 in Q1 2018.
  • Funds reported $86.5B of Salesforce stock for Q2 2018, up 18% quarter-over-quarter.
  • 147 funds opened new Salesforce positions in Q2 2018 and 71 closed out, a net change of +76 holders.
  • The largest Salesforce buyer in Q2 2018 was JP Morgan Chase, an estimated $1.09B added.
  • The largest Salesforce seller in Q2 2018 was T. Rowe Price Associates, an estimated $844M sold.

Based on aggregated 13F filings for Q2 2018.