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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
NB
326
Norinchukin Bank
Japan
$10.9M +$2.17M +17,037 +27%
SG Americas Securities
327
SG Americas Securities
New York
$10.8M +$1.97M +15,448 +24%
ONB
328
Old National Bancorp
Indiana
$10.6M +$2.41M +18,866 +32%
MGI
329
MayTech Global Investments
New York
$10.6M +$246K +1,925 +3%
MAM
330
Mark Asset Management
New York
$10.4M +$1.96M +15,387 +25%
NM
331
Nokota Management
New York
$10.4M -$31.9M -250,000 -77%
NIPH
332
NN Investment Partners Holdings
Netherlands
$10.4M +$900K +7,054 +10%
GT
333
Greenleaf Trust
Michigan
$10.2M -$128 -1 -0%
PPCM
334
Pillar Pacific Capital Management
California
$10.1M -$120K -942 -1%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.1M +$1.59M +12,435 +20%
OPERF
336
Oregon Public Employees Retirement Fund
Oregon
$10.1M +$76.9K +603 +0.8%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$10M +$1.31M +10,267 +16%
Commonwealth Equity Services
338
Commonwealth Equity Services
Massachusetts
$10M +$640K +5,018 +7%
NCM
339
Nelson Capital Management
California
$9.94M -$51.7K -405 -0.6%
SAM
340
Securian Asset Management
Minnesota
$9.91M +$283K +2,219 +3%
CCM
341
Chilton Capital Management
Texas
$9.89M +$5.54M +43,461 +149%
Envestnet Asset Management
342
Envestnet Asset Management
Illinois
$9.79M +$2.31M +18,124 +34%
SCM
343
Stevens Capital Management
Pennsylvania
$9.57M -$15.3M -119,933 -63%
WT
344
Whittier Trust
California
$9.54M +$65.8K +516 +0.7%
BF
345
BOK Financial
Oklahoma
$9.52M +$3.75M +29,389 +73%
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$9.33M +$561K +4,399 +7%
Wolverine Trading
347
Wolverine Trading
Illinois
$9.31M
MLL
348
Moody Lynn & Lieberson
Massachusetts
$9.08M +$1.17M +9,189 +16%
CIBC World Market
349
CIBC World Market
Ontario, Canada
$8.92M +$5.96M +46,744 +250%
CA
350
Cullinan Associates
Kentucky
$8.89M +$957K +7,500 +13%

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.