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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
LTFS
426
Ladenburg Thalmann Financial Services
Florida
$4.85M
VRS
427
Virginia Retirement Systems
Virginia
$4.83M +$4.52M +35,400 New
CIM
428
Contravisory Investment Management
Massachusetts
$4.81M -$5.61K -44 -0.1%
MME
429
Meag Munich Ergo
Germany
$4.8M -$897K -7,030 -17%
PA
430
Pinnacle Associates
New York
$4.79M
CWM
431
Catamount Wealth Management
Connecticut
$4.75M +$551K +4,320 +15%
IVMX
432
Institutional Venture Management XV
California
$4.75M
CCG
433
Cypress Capital Group
Florida
$4.73M +$672K +5,269 +18%
TGHSA
434
TPG Group Holdings (SBS) Advisors
Texas
$4.69M
MC
435
Mathes Company
New York
$4.66M -$528K -4,138 -11%
OMCS
436
Old Mutual Customised Solutions
South Africa
$4.61M +$115K +900 +3%
KIP
437
Kayak Investment Partners
California
$4.61M -$5.41M -42,392 -56%
ASN
438
Advisory Services Network
Georgia
$4.57M +$742K +5,816 +23%
Cambridge Investment Research Advisors
439
Cambridge Investment Research Advisors
Iowa
$4.53M +$1.52M +11,944 +56%
Pacer Advisors
440
Pacer Advisors
Pennsylvania
$4.48M -$160K -1,256 -4%
PCM
441
Parsons Capital Management
Rhode Island
$4.47M +$1.22M +9,588 +41%
BAS
442
Brown Advisory Securities
Maryland
$4.45M +$224K +1,756 +6%
BP
443
Broadleaf Partners
Ohio
$4.45M +$4.16M +32,624 New
TAF
444
Tredje AP-fonden
Sweden
$4.4M -$5.08M -39,783 -55%
CRC
445
Curi RMB Capital
Illinois
$4.38M +$153K +1,197 +4%
RCM
446
Red Cedar Management
Utah
$4.38M
SC
447
Scholtz & Company
Connecticut
$4.37M +$1.4M +10,998 +52%
NRS
448
Neville Rodie & Shaw
New York
$4.35M +$483K +3,785 +13%
SF
449
Synovus Financial
Georgia
$4.33M +$669K +5,240 +20%
SSB
450
Sandy Spring Bank
Maryland
$4.33M +$317K +2,483 +8%

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.