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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
SAM
351
Securian Asset Management
Minnesota
$12.7M +$88.2K +569 +0.7%
GLAM
352
Gardner Lewis Asset Management
Pennsylvania
$12.7M -$1.53M -9,845 -11%
ONB
353
Old National Bancorp
Indiana
$12.5M -$378K -2,441 -3%
LC
354
Lunia Capital
Texas
$12.4M +$5.61M +36,175 +85%
FCM
355
Flinton Capital Management
Pennsylvania
$12.4M +$804K +5,184 +7%
KCM
356
Kingdon Capital Management
New York
$12.3M -$11.1M -71,294 -48%
TAM
357
Tiverton Asset Management
Delaware
$12.2M +$1.45M +9,355 +14%
TCM
358
Thames Capital Management
New Jersey
$12.2M -$2.12M -13,650 -15%
CANY
359
Caxton Associates (New York)
New York
$12.2M +$11.9M +76,816 New
ORI
360
Oak Ridge Investments
Illinois
$12.1M -$237K -1,532 -2%
JMFC
361
J.M. Forbes & Co
Massachusetts
$12.1M -$4.14M -26,716 -26%
CG
362
Cutler Group
California
$12.1M +$10.4M +67,177 +748%
B
363
BP
United Kingdom
$12M
Cambridge Investment Research Advisors
364
Cambridge Investment Research Advisors
Iowa
$12M +$1.64M +10,590 +16%
TL
365
Tirschwell & Loewy
New York
$11.9M +$17.1K +110 +0.1%
DCM
366
Dupont Capital Management
Delaware
$11.9M -$228K -1,473 -2%
Flossbach Von Storch
367
Flossbach Von Storch
Germany
$11.9M +$1.28M +8,260 +12%
TCM
368
Twin Capital Management
Pennsylvania
$11.9M +$6.97K +45 +0.1%
PAM
369
Premier Asset Management
Illinois
$11.8M +$111K +715 +1%
LTFS
370
Ladenburg Thalmann Financial Services
Florida
$11.7M +$2.13M +13,724 +23%
SPPAM
371
Summit Partners Public Asset Management
Massachusetts
$11.6M +$5.11M +33,000 +83%
Hudson Bay Capital Management
372
Hudson Bay Capital Management
Connecticut
$11.5M -$5.31M -34,258 -32%
SAM
373
Shell Asset Management
Netherlands
$11.5M -$1.4M -9,051 -11%
PPCM
374
Pillar Pacific Capital Management
California
$11.4M -$288K -1,856 -3%
DCM
375
Decatur Capital Management
Georgia
$11.4M +$1.08K +7 +0%

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.