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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
SAM
301
Shell Asset Management
Netherlands
$13M +$1.53M +12,025 +14%
PNAA
302
Pictet North America Advisors
Switzerland
$13M -$547K -4,284 -4%
BIM
303
Bridgecreek Investment Management
Oklahoma
$12.8M -$4.46K -35 -0%
PP
304
PDT Partners
New York
$12.6M -$9.44K -74 -0.1%
TF
305
TIAA FSB
Florida
$12.6M +$2.17M +17,009 +23%
BS
306
Banco Santander
Spain
$12.5M +$10.9M +85,358 +1,334%
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$12.4M -$7.04M -55,217 -37%
MOACM
308
Mutual of America Capital Management
New York
$12.4M +$407K +3,194 +4%
PAI
309
Pittenger & Anderson Inc
Nebraska
$12.3M -$123K -965 -1%
CC
310
Carlson Capital
Texas
$12.3M -$13.8M -107,800 -55%
HighTower Advisors
311
HighTower Advisors
Illinois
$12.2M +$296K +2,323 +3%
CAI
312
Capital Advisors Inc
Oklahoma
$12M -$287K -2,248 -2%
BCH
313
Berkshire Capital Holdings
California
$12M +$5.08M +39,830 +83%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$11.8M -$6.11M -47,869 -36%
FQ
315
First Quadrant
California
$11.8M -$1.04M -8,151 -9%
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$11.6M -$3.66M -28,708 -31%
ORI
317
Oak Ridge Investments
Illinois
$11.5M -$323K -2,534 -3%
BVDMP
318
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.5M +$3.19M +25,000 +42%
HCMT
319
Highland Capital Management (Texas)
Texas
$11.5M +$9.05M +70,958 +546%
GLAM
320
Gardner Lewis Asset Management
Pennsylvania
$11.4M -$146K -1,146 -1%
DnB Asset Management
321
DnB Asset Management
Norway
$11.3M +$612K +4,800 +6%
Robeco Institutional Asset Management
322
Robeco Institutional Asset Management
Netherlands
$11.3M +$3.56M +27,940 +51%
KCM
323
Kingdon Capital Management
New York
$11.2M -$3.52M -27,616 -25%
UOC
324
UBS O'Connor
Illinois
$11.1M +$8.08M +63,310 +357%
LF
325
Lannebo Fonder
Sweden
$10.9M

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.