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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
URS
251
Utah Retirement Systems
Utah
$17.8M +$357K +2,800 +2%
SB
252
Suntrust Banks
Georgia
$17.7M +$1.8M +14,076 +12%
WG
253
Winton Group
United Kingdom
$17.7M -$4.25M -33,294 -20%
BPM
254
Blue Pool Management
Hong Kong
$17.5M
SW
255
SVB Wealth
Massachusetts
$17.5M +$13.3M +103,857 +430%
CWM
256
CIBC World Markets
New York
$17.4M +$2.47M +19,350 +18%
CCMT
257
CMT Capital Markets Trading
Germany
$17.3M +$16.1M +126,550 New
MCM
258
Moore Capital Management
New York
$17.1M -$7.02M -55,000 -31%
MSR
259
Main Street Research
Connecticut
$17M -$69.5K -545 -0.4%
XK
260
Xact Kapitalforvaltning
Sweden
$16.7M +$503K +3,942 +3%
SSA
261
South Street Advisors
New York
$16.4M -$1.06M -8,330 -6%
OAM
262
Oppenheimer Asset Management
New York
$16.4M +$344K +2,697 +2%
TAM
263
Trillium Asset Management
Massachusetts
$16.1M -$2.3M -18,048 -13%
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
$15.8M +$3.79M +29,714 +34%
LCM
265
Laurion Capital Management
New York
$15.7M -$19.6M -153,405 -57%
CHP
266
Castle Hook Partners
New York
$15.5M +$14.5M +113,670 New
FMI
267
Factory Mutual Insurance
Massachusetts
$15.5M
SOADOR
268
State of Alaska Department of Revenue
Alaska
$15.4M +$3.28M +25,713 +29%
TCM
269
Thames Capital Management
New Jersey
$15.2M +$1.69M +13,230 +13%
AAM
270
Aureus Asset Management
Massachusetts
$15.2M +$145K +1,140 +1%
ZDA
271
Zweig-DiMenna Associates
New York
$15.2M +$894K +7,007 +7%
WB
272
WesBanco Bank
West Virginia
$15.1M +$5.78M +45,299 +69%
PA
273
Profund Advisors
Maryland
$15.1M +$3.34M +26,178 +31%
BPB
274
Badgley, Phelps & Bell
Washington
$15M -$285K -2,236 -2%
AB
275
Amalgamated Bank
New York
$15M +$1.22M +9,536 +9%

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.