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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
Truist Financial
476
Truist Financial
North Carolina
$3.68M +$457K +3,579 +15%
PCM
477
Prelude Capital Management
New York
$3.65M +$2.96M +23,235 +653%
UB
478
UMB Bank
Missouri
$3.64M -$22.8K -179 -0.7%
EWM
479
Evercore Wealth Management
New York
$3.63M -$7.14K -56 -0.2%
TCOV
480
Trust Company of Vermont
Vermont
$3.63M +$402K +3,148 +13%
CI
481
Cigna Investments
Connecticut
$3.62M -$336K -2,635 -9%
DY
482
Dowling & Yahnke
California
$3.62M -$64.3K -504 -2%
MMA
483
Miracle Mile Advisors
California
$3.59M
NEI
484
Northwest & Ethical Investments
Ontario, Canada
$3.54M +$3.31M +25,923 New
GHCM
485
Glen Harbor Capital Management
California
$3.53M +$897K +7,028 +37%
CWM
486
Cabot Wealth Management
Massachusetts
$3.51M -$3.19K -25 -0.1%
Susquehanna International Group
487
Susquehanna International Group
Pennsylvania
$3.5M -$11.5M -89,837 -78%
SLAM
488
Swiss Life Asset Management
$3.48M -$1.85M -14,532 -36%
PCR
489
Potrero Capital Research
California
$3.46M +$136K +1,064 +4%
Marshall Wace
490
Marshall Wace
United Kingdom
$3.45M -$1.63M -12,779 -34%
LWCA
491
Locust Wood Capital Advisers
New York
$3.45M +$3.23M +25,300 New
JCM
492
Jafra Capital Management
New York
$3.41M +$3.19M +25,000 New
PG
493
Pendal Group
Australia
$3.41M -$137K -1,071 -4%
UCFA
494
United Capital Financial Advisors
Texas
$3.4M +$515K +4,039 +19%
GXMC
495
Global X Management Company
New York
$3.4M +$1.94M +15,176 +156%
B
496
Barings
North Carolina
$3.39M -$1.19M -9,319 -27%
WTC
497
WhitTier Trust Company
Nevada
$3.38M +$65.6K +514 +2%
DT
498
Diversified Trust
Tennessee
$3.37M +$1.02K +8 +0%
N
499
Nuveen
North Carolina
$3.35M +$156K +1,220 +5%
SPIA
500
Steward Partners Investment Advisory
New York
$3.33M +$189K +1,478 +6%

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.