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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
Creative Planning
376
Creative Planning
Kansas
$7.11M +$133K +1,044 +2%
WCP
377
Welch Capital Partners
New York
$7.11M
GIM
378
Grassi Investment Management
California
$6.98M +$376K +2,950 +6%
SCM
379
Suffolk Capital Management
New York
$6.81M -$6.74M -52,857 -51%
Twin Tree Management
380
Twin Tree Management
Texas
$6.78M +$5.92M +46,419 +1,425%
CAM
381
Congress Asset Management
Massachusetts
$6.76M -$643K -5,037 -9%
BC
382
Brinker Capital
Pennsylvania
$6.67M -$923K -7,234 -13%
RIM
383
Redpoint Investment Management
Australia
$6.61M
LOAMU
384
Lombard Odier Asset Management (USA)
New York
$6.55M +$6.13M +48,019 New
WAM
385
World Asset Management
Michigan
$6.53M +$301K +2,359 +5%
GF
386
Gabelli Funds
New York
$6.51M +$2.22M +17,400 +57%
BCM
387
Barometer Capital Management
Ontario, Canada
$6.5M -$105K -820 -2%
P
388
Pitcairn
Pennsylvania
$6.45M -$265K -2,074 -4%
SHGA
389
Sand Hill Global Advisors
California
$6.44M +$5.38M +42,141 +832%
SIM
390
Sentry Investment Management
Wisconsin
$6.36M -$352K -2,762 -6%
AG
391
Advisor Group
Arizona
$6.34M +$462K +3,625 +8%
ISB
392
Iowa State Bank
Iowa
$6.19M -$189K -1,483 -3%
CAM
393
Cozad Asset Management
Illinois
$6.16M +$5.76M +45,180 New
DIA
394
Dana Investment Advisors
Wisconsin
$6.15M +$5.75M +45,096 New
NTC
395
NF Trinity Capital
Hong Kong
$6.14M
CIA
396
Covington Investment Advisors
Pennsylvania
$6.13M +$3.83K +30 +0.1%
SCM
397
Sitrin Capital Management
California
$6.11M -$1.44M -11,302 -20%
RBA
398
Richard Bernstein Advisors
New York
$6.11M +$455K +3,567 +9%
NLGIA
399
Nippon Life Global Investors Americas
New York
$6.11M
Cerity Partners
400
Cerity Partners
New York
$6.1M +$1.84M +14,449 +48%

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.