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Salesforce

1,416 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 212 funds opening new positions, 641 increasing their positions, 409 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 81

57% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 409

16% more capital invested

Capital invested by funds: $87.6B → $102B (+$14.1B)

9% more funds holding

Funds holding: 1,3021,416 (+114)

1% more funds holding in top 10

Funds holding in top 10: 102103 (+1)

0.64% less ownership

Funds ownership: 83.88%83.24% (-0.64%)

19% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.8B

Holders
1,416
Holders Change
+114
Holders Change %
+8.76%
% of All Funds
30.65%
Holding in Top 10
103
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.98%
% of All Funds
2.23%
New
212
Increased
641
Reduced
409
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
276
PEAK6 Investments
Illinois
$20.4M -$2.93M -18,901 -13%
OAM
277
Oppenheimer Asset Management
New York
$20.3M +$439K +2,835 +2%
OCM
278
Oribel Capital Management
New York
$19.9M +$19.4M +125,400 New
MP
279
Munro Partners
Australia
$19.8M +$17.1M +110,064 +722%
HW
280
Hancock Whitney
Mississippi
$19.7M +$2.67M +17,220 +16%
EB
281
Eastern Bank
Massachusetts
$19.6M -$4.88M -31,485 -20%
Commonwealth Equity Services
282
Commonwealth Equity Services
Massachusetts
$19.3M +$847K +5,466 +5%
Robeco Institutional Asset Management
283
Robeco Institutional Asset Management
Netherlands
$19.2M +$9.19M +59,322 +95%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$19.1M -$1.5M -9,653 -7%
JCM
285
Jag Capital Management
Missouri
$18.9M +$7.38M +47,597 +66%
NMIMC
286
Northwestern Mutual Investment Management Company
Wisconsin
$18.4M +$199K +1,281 +1%
ZIG
287
Zurich Insurance Group
Switzerland
$18.3M -$14.4M -92,773 -44%
Teacher Retirement System of Texas
288
Teacher Retirement System of Texas
Texas
$18.3M +$10.3M +66,672 +137%
GIP
289
Granite Investment Partners
California
$18.2M +$731K +4,719 +4%
WB
290
WesBanco Bank
West Virginia
$18.2M +$863K +5,568 +5%
CCA
291
Catalyst Capital Advisors
New York
$18M -$1.94M -12,525 -10%
Man Group
292
Man Group
United Kingdom
$18M +$6.79M +43,818 +63%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$17.5M +$1.63M +10,536 +11%
AB
294
Amalgamated Bank
New York
$17.5M +$573K +3,694 +3%
AAM
295
Aureus Asset Management
Massachusetts
$17.5M -$496K -3,198 -3%
WG
296
Winton Group
United Kingdom
$17.4M -$1.5M -9,694 -8%
GIA
297
Gateway Investment Advisers
Ohio
$17.4M -$1.42M -9,167 -8%
M&T Bank
298
M&T Bank
New York
$17.4M +$1.01M +6,523 +6%
SSA
299
South Street Advisors
New York
$17.3M -$362K -2,334 -2%
BPB
300
Badgley, Phelps & Bell
Washington
$17.3M +$368K +2,373 +2%

CRM Hedge Fund Activity: Q1 2019 in Review

1,416 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2019, worth a combined $102B — up 16% from $87.6B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new CRM positions and 81 closed out — a net gain of 131 holders — while 641 added to existing stakes and 409 trimmed.

The largest buyer was BlackRock, adding an estimated $371M. The largest seller was Viking Global Investors, exiting entirely with an estimated $709M sold.

  • 1,416 institutional investors held Salesforce (CRM) as of Q1 2019, up from 1,302 in Q4 2018.
  • Funds reported $102B of Salesforce stock for Q1 2019, up 16% quarter-over-quarter.
  • 212 funds opened new Salesforce positions in Q1 2019 and 81 closed out, a net change of +131 holders.
  • The largest Salesforce buyer in Q1 2019 was BlackRock, an estimated $371M added.
  • The largest Salesforce seller in Q1 2019 was Viking Global Investors, an estimated $709M sold.

Based on aggregated 13F filings for Q1 2019.