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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
EP
451
Elkfork Partners
Oregon
$4.29M +$1.09M +8,534 +37%
II
452
IFM Investors
Australia
$4.23M +$1.24M +9,735 +46%
WWM
453
Willingdon Wealth Management
North Carolina
$4.19M +$164K +1,287 +4%
CIA
454
Capital Impact Advisors
Massachusetts
$4.17M
PWS
455
Peloton Wealth Strategists
Indiana
$4.16M
PIA
456
Piedmont Investment Advisors
North Carolina
$4.14M -$9.26M -72,583 -70%
SLI
457
Sumitomo Life Insurance
Japan
$4.14M +$156K +1,225 +4%
JCP
458
Jabre Capital Partners
Switzerland
$4.09M -$4.25M -33,300 -53%
WMSA
459
Weiss Multi-Strategy Advisers
New York
$4.09M -$2.55M -20,000 -40%
KRS
460
Kentucky Retirement Systems
Kentucky
$4.08M -$748K -5,864 -16%
EOJOAM
461
E. Ohman J:or Asset Management
Sweden
$4.06M +$1.22M +9,600 +48%
PWP
462
Private Wealth Partners
California
$4.05M +$1.3M +10,153 +52%
SPC
463
Sigma Planning Corp
Michigan
$4.05M +$2.93M +22,953 +341%
VCM
464
Venator Capital Management
Ontario, Canada
$4M +$692K +5,422 +23%
NIMI
465
Natixis Investment Managers International
France
$3.98M +$1.65M +12,918 +80%
CONA
466
Capital One National Association
New York
$3.98M +$1.56M +12,253 +73%
RIM
467
Rampart Investment Management
Connecticut
$3.96M -$515K -4,034 -12%
PWM
468
Perigon Wealth Management
California
$3.96M +$766K +6,001 +26%
WB
469
Webster Bank
Connecticut
$3.93M +$162K +1,266 +5%
CCM
470
Crossvault Capital Management
Texas
$3.9M +$177K +1,385 +5%
SCPM
471
Social Capital PEP Management
California
$3.84M -$7.85M -61,510 -69%
HNB
472
Huntington National Bank
Ohio
$3.82M +$1.38M +10,827 +63%
BCMO
473
Buckingham Capital Management (Ohio)
Ohio
$3.79M +$233K +1,825 +7%
GAMA
474
Graticule Asia Macro Advisors
New York
$3.77M +$2.28M +17,900 +185%
PC
475
PointState Capital
New York
$3.72M -$378M -2,960,744 -99%

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.