We are live on ! Find out more
CRM icon

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
GG
401
Gofen & Glossberg
Illinois
$6.08M +$4.32M +33,885 +317%
Point72 Asset Management
402
Point72 Asset Management
Connecticut
$5.85M -$44.2M -346,061 -89%
SIA
403
Sit Investment Associates
Minnesota
$5.8M +$63.8K +500 +1%
JIC
404
Johnson Investment Counsel
Ohio
$5.75M -$760K -5,959 -12%
LSERS
405
Louisiana State Employees Retirement System
Louisiana
$5.66M -$51K -400 -1%
AAF
406
Andra AP-fonden
Sweden
$5.63M -$12.8K -100 -0.2%
MWNA
407
Marshall Wace North America
New York
$5.57M +$5.21M +40,804 New
MAI
408
Marble Arch Investments
New York
$5.52M -$48M -375,900 -90%
Public Sector Pension Investment Board (PSP Investments)
409
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.42M +$191K +1,500 +4%
CCT
410
Chemung Canal Trust
New York
$5.3M +$259K +2,030 +6%
LMGAM
411
Liberty Mutual Group Asset Management
Massachusetts
$5.21M +$1.4M +10,987 +40%
SFA
412
Sequoia Financial Advisors
Ohio
$5.21M +$184K +1,440 +4%
AAM
413
Advisors Asset Management
Colorado
$5.16M +$922K +7,228 +24%
TNB
414
Thomasville National Bank
Georgia
$5.16M +$4.82M +37,816 New
DAM
415
Deltec Asset Management
New York
$5.12M
LWM
416
Lyell Wealth Management
California
$5.11M +$44.4K +348 +0.9%
BAMCO Inc
417
BAMCO Inc
New York
$5.08M +$579K +4,535 +14%
SC
418
Scotia Capital
Ontario, Canada
$5.04M +$70.7K +554 +1%
PP
419
Prudential plc
United Kingdom
$5.01M +$2.86M +22,435 +157%
AF
420
Arrow Financial
New York
$4.98M -$243K -1,903 -5%
TEC
421
Tiger Eye Capital
Tennessee
$4.97M +$4.65M +36,412 New
KeyBank National Association
422
KeyBank National Association
Ohio
$4.96M +$1.1M +8,642 +31%
TC
423
Trust Company
Kansas
$4.91M +$4.59M +36,000 New
LCH
424
Lee Capital Holdings
New York
$4.87M +$4.55M +35,670 New
KIA
425
KCM Investment Advisors
California
$4.85M +$767K +6,012 +20%

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.