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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
MSA
301
Mason Street Advisors
Wisconsin
$17.3M +$199K +1,283 +1%
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$17.1M +$13.3M +86,050 +388%
MCIM
303
Meadow Creek Investment Management
Georgia
$17M +$1.1M +7,128 +7%
KFC
304
Klingenstein Fields & Co
New York
$16.6M -$3.5M -22,604 -18%
RFC
305
Regions Financial Corp
Alabama
$16.4M +$1.13M +7,292 +8%
MOACM
306
Mutual of America Capital Management
New York
$16.2M +$111K +713 +0.7%
DILIC
307
Dai-ichi Life Insurance Company
Japan
$16M +$4.17M +26,876 +36%
MSE
308
MUFG Securities EMEA
United Kingdom
$16M -$17.1M -110,507 -52%
SOADOR
309
State of Alaska Department of Revenue
Alaska
$16M -$1.68M -10,825 -10%
SW
310
SVB Wealth
Massachusetts
$15.9M -$4.96M -31,981 -24%
QIM
311
Quest Investment Management
Oregon
$15.9M +$200K +1,289 +1%
MGM
312
Miura Global Management
New York
$15.8M -$28.7M -185,000 -65%
WMSA
313
Weiss Multi-Strategy Advisers
New York
$15.8M +$4.65M +30,000 +43%
MC
314
Middleton & Co
Massachusetts
$15.7M -$222K -1,430 -1%
Luther King Capital Management (LKCM)
315
Luther King Capital Management (LKCM)
Texas
$15.4M +$6.71M +43,264 +80%
TAM
316
Trillium Asset Management
Massachusetts
$15.2M +$808K +5,211 +6%
CBUSF
317
Construction & Building Unions Superannuation Fund
Australia
$14.8M +$8.2M +52,886 +130%
RCM
318
Riverpark Capital Management
New York
$14.8M -$2.26M -14,568 -13%
Impax Asset Management Group
319
Impax Asset Management Group
United Kingdom
$14.7M -$1.26M -8,099 -8%
BIM
320
Bridgecreek Investment Management
Oklahoma
$14.4M -$339K -2,185 -2%
SCM
321
Stevens Capital Management
Pennsylvania
$14.4M +$14.1M +90,817 New
PNAA
322
Pictet North America Advisors
Switzerland
$14.3M -$962K -6,207 -6%
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$14.3M -$486K -3,137 -3%
AC
324
Asturias Capital
New York
$14.2M +$3.05M +19,700 +28%
MLL
325
Moody Lynn & Lieberson
Massachusetts
$14.2M +$10.6M +68,179 +318%

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.