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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
COPPSERS
451
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.08M +$463K +2,990 +7%
Daiwa Securities Group
452
Daiwa Securities Group
Japan
$7M -$594K -3,830 -9%
MML Investors Services
453
MML Investors Services
Massachusetts
$6.98M +$2.17M +13,991 +47%
HNB
454
Huntington National Bank
Ohio
$6.96M +$129K +833 +2%
CCT
455
Chemung Canal Trust
New York
$6.9M +$1.67M +10,804 +33%
SHGA
456
Sand Hill Global Advisors
California
$6.83M -$226K -1,461 -3%
NRS
457
Neville Rodie & Shaw
New York
$6.76M +$818K +5,279 +14%
SSB
458
Sandy Spring Bank
Maryland
$6.75M +$133K +858 +2%
ISB
459
Iowa State Bank
Iowa
$6.7M -$189K -1,218 -3%
GAM
460
Gemmer Asset Management
California
$6.58M -$82.8K -534 -1%
JIC
461
Johnson Investment Counsel
Ohio
$6.56M -$53.2K -343 -0.8%
NLGIA
462
Nippon Life Global Investors Americas
New York
$6.41M -$665K -4,290 -10%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$6.4M +$46.5K +300 +0.7%
P
464
Pitcairn
Pennsylvania
$6.39M -$241K -1,558 -4%
AIM
465
Achmea Investment Management
Netherlands
$6.35M +$5.41M +34,934 +675%
MCM
466
Maytus Capital Management
New York
$6.33M -$775K -5,000 -11%
SFA
467
Sequoia Financial Advisors
Ohio
$6.33M +$13.9K +90 +0.2%
UCFA
468
United Capital Financial Advisors
Texas
$6.24M +$747K +4,821 +14%
LWM
469
Lyell Wealth Management
California
$6.19M +$572K +3,692 +10%
CCG
470
Cypress Capital Group
Florida
$6.1M +$258K +1,663 +5%
CAM
471
Cozad Asset Management
Illinois
$6.08M -$291K -1,876 -5%
DZ Bank
472
DZ Bank
Germany
$6.05M +$689K +4,444 +13%
SCM
473
Silvant Capital Management
Georgia
$6.04M -$232K -1,500 -4%
KA
474
Kintegral Advisory
New York
$5.93M +$1.65M +10,650 +40%
SF
475
Synovus Financial
Georgia
$5.92M +$579K +3,737 +11%

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.