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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
SPIA
376
Steward Partners Investment Advisory
New York
$11.4M +$698K +4,505 +7%
NCM
377
Nelson Capital Management
California
$11.3M -$113K -732 -1%
AG
378
Advisor Group
Arizona
$11.2M +$1.41M +9,125 +15%
BA
379
Boston Advisors
Massachusetts
$11.1M +$10.5M +67,511 +2,500%
GIM
380
Growth Interface Management
Florida
$11.1M -$3.72M -24,000 -26%
Natixis Advisors
381
Natixis Advisors
Massachusetts
$11.1M -$900K -5,808 -8%
Creative Planning
382
Creative Planning
Kansas
$11M +$74.9K +483 +0.7%
GT
383
Greenleaf Trust
Michigan
$11M +$102K +661 +1%
OWP
384
Obermeyer Wealth Partners
Colorado
$10.9M +$10.7M +68,881 New
MWNA
385
Marshall Wace North America
New York
$10.9M +$9.09M +58,678 +576%
MNBTD
386
Moody National Bank Trust Division
Texas
$10.8M +$65.7K +424 +0.6%
Handelsbanken Fonder
387
Handelsbanken Fonder
Sweden
$10.8M +$10.5M +68,000 New
NP
388
NS Partners
United Kingdom
$10.7M
BAM
389
Blueshift Asset Management
New Jersey
$10.7M +$10.4M +67,295 New
Walleye Trading
390
Walleye Trading
New York
$10.5M -$30M -193,874 -75%
SI
391
Stephens Inc
Arkansas
$10.5M -$257K -1,659 -2%
Simplex Trading
392
Simplex Trading
Illinois
$10.4M +$10.2M +65,976 New
FBA
393
Front Barnett Associates
Illinois
$10.4M +$240K +1,549 +2%
ACM
394
Azimuth Capital Management
Michigan
$10.3M -$4.31M -27,785 -30%
FCI
395
Financial Counselors Inc
Kansas
$10.3M +$227K +1,467 +2%
Artisan Partners
396
Artisan Partners
Wisconsin
$10.3M -$5.7M -36,746 -36%
BF
397
BOK Financial
Oklahoma
$10.2M +$303K +1,958 +3%
AWG
398
Alpha Wave Global
New York
$10.1M -$465K -3,000 -4%
Pacer Advisors
399
Pacer Advisors
Pennsylvania
$10.1M +$9.89M +63,785 +95,201%
NMERB
400
New Mexico Educational Retirement Board
New Mexico
$10.1M -$93K -600 -0.9%

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.