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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
ANI
401
American National Insurance
Texas
$10M
TNB
402
Thomasville National Bank
Georgia
$9.89M +$85.7K +553 +0.9%
CC
403
Cipher Capital
New York
$9.84M +$9.63M +62,111 New
BOTW
404
Bank of the West
California
$9.73M -$113K -729 -1%
SC
405
Scotia Capital
Ontario, Canada
$9.63M +$1.56M +10,048 +20%
CGH
406
Crossmark Global Holdings
Texas
$9.53M -$99.2K -640 -1%
FMI
407
Factory Mutual Insurance
Massachusetts
$9.31M +$15.5K +100 +0.2%
TAF
408
Tredje AP-fonden
Sweden
$9.28M +$2.05M +13,204 +29%
CTA
409
Chesley Taft & Associates
Illinois
$9.22M -$797K -5,139 -8%
KLWA
410
Kelly Lawrence W & Associates
California
$9.12M
CA
411
Cullinan Associates
Kentucky
$9.08M +$1.23M +7,910 +16%
GIM
412
Grassi Investment Management
California
$8.91M +$826K +5,330 +10%
CC
413
Crosslink Capital
California
$8.9M -$10.9M -70,570 -56%
RIM
414
Redpoint Investment Management
Australia
$8.81M
KWILP
415
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.8M -$2.29M -14,772 -21%
RSS
416
Rosenblum Silverman Sutton
California
$8.72M +$1.93M +12,481 +29%
UB
417
UMB Bank
Missouri
$8.71M +$3.03M +19,553 +55%
CTA
418
Carillon Tower Advisers
Florida
$8.54M +$1.35M +8,700 +19%
VRS
419
Virginia Retirement Systems
Virginia
$8.47M +$2.03M +13,100 +32%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$8.45M +$1.7M +10,972 +26%
GF
421
Gabelli Funds
New York
$8.44M
SAM
422
Shikiar Asset Management
New York
$8.39M -$105K -680 -1%
EVM
423
Evelyn V. Moreno
$8.39M -$775 -5 -0%
SCM
424
Sanoor Capital Management
Connecticut
$8.3M +$2.82M +18,180 +53%
Credit Agricole
425
Credit Agricole
France
$8.21M -$2.02M -13,048 -20%

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.