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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
MIFH
276
Migdal Insurance & Financial Holdings
Israel
$15M +$4.61M +36,142 +49%
MSV
277
MN Services Vermogensbeheer
Netherlands
$15M +$255K +2,000 +2%
GIA
278
Gateway Investment Advisers
Ohio
$14.9M -$604K -4,736 -4%
MC
279
Middleton & Co
Massachusetts
$14.9M +$133K +1,045 +1%
Hudson Bay Capital Management
280
Hudson Bay Capital Management
Connecticut
$14.6M -$837K -6,558 -6%
KWILP
281
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.5M +$6.03M +47,288 +80%
DILIC
282
Dai-ichi Life Insurance Company
Japan
$14.5M -$1.68M -13,183 -11%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$535K +4,191 +4%
RCM
284
Riverpark Capital Management
New York
$14.4M -$168K -1,319 -1%
M&T Bank
285
M&T Bank
New York
$14.4M +$865K +6,783 +7%
AIM
286
Artemis Investment Management
United Kingdom
$14.2M +$3.56M +27,900 +37%
JMFC
287
J.M. Forbes & Co
Massachusetts
$14.2M +$14.2K +111 +0.1%
SICM
288
Sustainable Insight Capital Management
New York
$14.1M -$401K -3,140 -3%
Mitsubishi UFJ Asset Management
289
Mitsubishi UFJ Asset Management
Japan
$14M -$100K -786 -0.8%
GIP
290
Granite Investment Partners
California
$13.9M -$435K -3,409 -3%
DCM
291
Dupont Capital Management
Delaware
$13.8M +$1.34M +10,504 +12%
BPC
292
Banque Pictet & Cie
Switzerland
$13.8M -$420K -3,294 -3%
HI
293
Honeywell International
North Carolina
$13.6M -$3.8M -29,800 -23%
FPCP
294
Fort Point Capital Partners
California
$13.6M +$3.19K +25 +0%
MSA
295
Mason Street Advisors
Wisconsin
$13.5M +$431K +3,376 +4%
IAM
296
Impax Asset Management
New Hampshire
$13.4M +$1.84M +14,405 +17%
LPL Financial
297
LPL Financial
California
$13.4M +$1.56M +12,192 +14%
QIM
298
Quest Investment Management
Oregon
$13.2M +$9.83M +77,035 +384%
ACM
299
Azimuth Capital Management
Michigan
$13.1M -$2.18M -17,125 -15%
PG
300
PEAK6 Group
Illinois
$13M +$6.2M +48,603 +103%

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.