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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
Capital Research Global Investors
26
Capital Research Global Investors
California
$702M +$195M +1,258,586 +40%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$677M -$8.45M -54,511 -1%
Legal & General Group
28
Legal & General Group
United Kingdom
$666M +$146M +940,548 +29%
Goldman Sachs
29
Goldman Sachs
New York
$637M -$20.3M -130,799 -3%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$610M -$15M -96,705 -2%
Invesco
31
Invesco
Georgia
$602M -$31.4M -202,680 -5%
First Trust Advisors
32
First Trust Advisors
Illinois
$595M -$5.67M -36,607 -1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$575M +$21.2M +136,708 +4%
UBS Group
34
UBS Group
Switzerland
$553M +$120M +777,010 +29%
American Century Companies
35
American Century Companies
Missouri
$519M +$8.88M +57,264 +2%
Allianz Asset Management
36
Allianz Asset Management
Germany
$517M -$314M -2,028,413 -38%
Brown Advisory
37
Brown Advisory
Maryland
$509M -$59.9M -386,354 -11%
Charles Schwab
38
Charles Schwab
California
$492M +$36.1M +232,819 +8%
TA
39
Teachers Advisors
New York
$442M -$8.57M -55,272 -2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$404M +$33.6M +216,600 +9%
PPA
41
Parametric Portfolio Associates
Washington
$399M +$17.6M +113,547 +5%
PI
42
Putnam Investments
Massachusetts
$386M +$4.76M +30,732 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$378M +$214M +1,377,642 +136%
Tiger Global Management
44
Tiger Global Management
New York
$362M
SGA
45
Sustainable Growth Advisers
Connecticut
$355M -$38M -245,001 -10%
TCM
46
Tybourne Capital Management
Hong Kong
$332M -$37.2M -239,800 -10%
Principal Financial Group
47
Principal Financial Group
Iowa
$322M -$4.05M -26,151 -1%
LPC
48
Lone Pine Capital
Connecticut
$310M +$202M +1,302,213 +198%
Deutsche Bank
49
Deutsche Bank
Germany
$308M +$85.4M +551,099 +40%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$304M -$2.7M -17,404 -0.9%

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.