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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
NEI
501
Northwest & Ethical Investments
Ontario, Canada
$5.27M +$100K +646 +2%
MPA
502
Marvin & Palmer Associates
Delaware
$5.25M +$5.13M +33,120 New
WB
503
Webster Bank
Connecticut
$5.23M +$742K +4,787 +17%
DAM
504
Deltec Asset Management
New York
$5.21M +$62K +400 +1%
FTIOP
505
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.2M +$1.86M +11,975 +57%
AF
506
Arrow Financial
New York
$5.17M -$31.8K -205 -0.6%
GH
507
GAM Holding
Switzerland
$5.17M -$2.88M -18,549 -36%
MERSOM
508
Municipal Employees' Retirement System of Michigan
Michigan
$5.14M -$1.53M -9,880 -23%
PCM
509
Parsons Capital Management
Rhode Island
$5.12M -$82K -529 -2%
CIM
510
Contravisory Investment Management
Massachusetts
$5.09M -$156K -1,007 -3%
BIA
511
Biondo Investment Advisors
Pennsylvania
$5.09M +$4.98M +32,115 New
AI
512
Atom Investors
Texas
$5.07M -$1.77M -11,432 -26%
CK
513
Cohen Klingenstein
New York
$5.04M +$4.94M +31,840 New
Truist Financial
514
Truist Financial
North Carolina
$5.04M +$136K +875 +3%
BCPEM
515
Bain Capital Public Equity Management
Massachusetts
$5.01M
MWA
516
Marshall Wace Asia
Hong Kong
$5.01M +$4.91M +31,662 New
Caisse de Depot et Placement du Quebec (CDPQ)
517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.97M -$133M -856,945 -96%
BP
518
Broadleaf Partners
Ohio
$4.96M -$49.3K -318 -1%
BAMCO Inc
519
BAMCO Inc
New York
$4.96M -$557K -3,593 -10%
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$4.95M +$248K +1,600 +5%
SC
521
Scholtz & Company
Connecticut
$4.83M +$139K +895 +3%
TCOV
522
Trust Company of Vermont
Vermont
$4.83M +$322K +2,075 +7%
CRC
523
Curi RMB Capital
Illinois
$4.8M -$625K -4,033 -12%
PWS
524
Peloton Wealth Strategists
Indiana
$4.75M -$46.5K -300 -1%
PWP
525
Private Wealth Partners
California
$4.75M -$850K -5,485 -15%

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.