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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
DBT
426
Dubuque Bank & Trust
Iowa
$8.12M +$2.71M +17,502 +52%
MAM
427
Mark Asset Management
New York
$8.09M -$2.91M -18,783 -27%
CAM
428
Congress Asset Management
Massachusetts
$8.03M +$26.3K +170 +0.3%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$7.94M +$2.66M +17,192 +52%
HJMC
430
Hellman Jordan Management Company
Massachusetts
$7.93M +$7.76M +50,089 New
TAM
431
Telemark Asset Management
Massachusetts
$7.92M -$7.75M -50,000 -50%
BAPIM
432
British Airways Pensions Investment Management
United Kingdom
$7.9M +$7.73M +49,859 New
II
433
IFM Investors
Australia
$7.89M +$1.26M +8,126 +19%
SSA
434
Schonfeld Strategic Advisors
New York
$7.82M +$7.66M +49,400 New
WAM
435
World Asset Management
Michigan
$7.82M -$16.4K -106 -0.2%
BC
436
Brinker Capital
Pennsylvania
$7.74M -$388K -2,505 -5%
Capital Fund Management (CFM)
437
Capital Fund Management (CFM)
France
$7.72M +$6.68M +43,102 +767%
I
438
IberiaBank
Louisiana
$7.46M +$1.12M +7,228 +18%
AHC
439
Adell Harriman & Carpenter
Texas
$7.38M -$316K -2,036 -4%
OA
440
Oak Associates
Ohio
$7.34M -$530K -3,420 -7%
MMA
441
Miracle Mile Advisors
California
$7.33M +$465K +3,000 +7%
SIM
442
Sentry Investment Management
Wisconsin
$7.27M -$607K -3,913 -8%
HA
443
H2O AM
United Kingdom
$7.26M +$196K +1,267 +3%
CIA
444
Covington Investment Advisors
Pennsylvania
$7.2M +$126K +810 +2%
KIP
445
Kayak Investment Partners
California
$7.17M +$1.78M +11,500 +34%
DA
446
Duality Advisers
Florida
$7.13M +$6.98M +45,040 New
PA
447
Pinnacle Associates
New York
$7.13M +$1.94M +12,530 +39%
KC
448
KCL Capital
New York
$7.13M +$6.97M +45,000 New
SG Americas Securities
449
SG Americas Securities
New York
$7.11M -$4.17M -26,881 -37%
SIA
450
Sit Investment Associates
Minnesota
$7.1M +$848K +5,470 +14%

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.