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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
Natixis Advisors
351
Natixis Advisors
Massachusetts
$8.83M +$1.08M +8,502 +15%
CTA
352
Chesley Taft & Associates
Illinois
$8.81M +$6.12K +48 +0.1%
SGM
353
Skye Global Management
Florida
$8.8M +$4.02M +31,500 +95%
Voloridge Investment Management
354
Voloridge Investment Management
Florida
$8.73M -$2.06M -16,132 -20%
Man Group
355
Man Group
United Kingdom
$8.69M +$746K +5,851 +10%
FCI
356
Financial Counselors Inc
Kansas
$8.69M +$100K +786 +1%
BCPEM
357
Bain Capital Public Equity Management
Massachusetts
$8.64M +$8.08M +63,327 New
ANI
358
American National Insurance
Texas
$8.64M
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$8.63M -$281K -2,200 -3%
CCP
360
Clough Capital Partners
Massachusetts
$8.53M -$4.06M -31,800 -34%
RSS
361
Rosenblum Silverman Sutton
California
$8.51M -$316K -2,475 -4%
CGH
362
Crossmark Global Holdings
Texas
$8.51M -$163K -1,276 -2%
SG
363
Swarthmore Group
Pennsylvania
$8.46M +$7.92M +62,050 New
TCM
364
Twin Capital Management
Pennsylvania
$8.42M +$4M +31,390 +103%
OC
365
Oppenheimer & Co
New York
$8.15M +$1.98M +15,549 +35%
BOTW
366
Bank of the West
California
$8.05M -$1.28M -10,034 -15%
SAM
367
Shikiar Asset Management
New York
$8.05M +$270K +2,120 +4%
LPU
368
Lansdowne Partners (UK)
United Kingdom
$7.89M -$1.88M -14,704 -20%
KLWA
369
Kelly Lawrence W & Associates
California
$7.7M
NC
370
Numen Capital
United Kingdom
$7.64M
AHC
371
Adell Harriman & Carpenter
Texas
$7.62M +$418K +3,275 +6%
SCM
372
Silvant Capital Management
Georgia
$7.48M -$81.5K -639 -1%
EVM
373
Evelyn V. Moreno
$7.44M +$868K +6,800 +14%
OA
374
Oak Associates
Ohio
$7.25M
RFC
375
Regions Financial Corp
Alabama
$7.21M -$203K -1,593 -3%

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.