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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
GAM
526
Gemmer Asset Management
California
$2.73M
MYLI
527
Meiji Yasuda Life Insurance
Japan
$2.73M +$587K +4,600 +30%
BFO
528
Boston Family Office
Massachusetts
$2.72M +$176K +1,383 +7%
UFF
529
USA Financial Formulas
Michigan
$2.71M -$23.6K -185 -0.8%
DWM
530
Dakota Wealth Management
Florida
$2.65M +$91.1K +714 +4%
WAS
531
Winch Advisory Services
Wisconsin
$2.64M +$2.47M +19,352 New
PIM
532
Partner Investment Management
California
$2.61M +$609K +4,770 +33%
MFS
533
Monetta Financial Services
Illinois
$2.59M +$191K +1,500 +9%
CPIM
534
Columbia Partners Investment Management
Virginia
$2.59M -$4M -31,376 -62%
PAM
535
Panagora Asset Management
Massachusetts
$2.58M -$1.99M -15,621 -45%
BCM
536
Bayesian Capital Management
New York
$2.58M +$17.7K +139 +0.7%
MERSOM
537
Municipal Employees' Retirement System of Michigan
Michigan
$2.55M +$91.9K +720 +4%
PAM
538
Private Asset Management
California
$2.51M +$24.2K +190 +1%
PA
539
Parallel Advisors
California
$2.48M +$174K +1,367 +8%
CC
540
ClearArc Capital
Ohio
$2.46M +$68.5K +537 +3%
MML Investors Services
541
MML Investors Services
Massachusetts
$2.44M +$707K +5,545 +45%
CI
542
Conning Inc
Connecticut
$2.43M -$57.4K -450 -2%
OCM
543
Oribel Capital Management
New York
$2.43M -$8.1M -63,500 -78%
SIMG
544
Stephens Investment Management Group
Texas
$2.42M -$875K -6,861 -28%
MC
545
Moors & Cabot
Massachusetts
$2.4M +$140K +1,095 +7%
CBT
546
Central Bank & Trust
Kentucky
$2.4M -$116K -909 -5%
FWM
547
Frontier Wealth Management
Missouri
$2.37M +$239K +1,875 +12%
CB
548
Commerce Bank
Missouri
$2.37M +$1.38M +10,835 +166%
Connor, Clark & Lunn Investment Management (CC&L)
549
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.36M +$2.21M +17,300 New
WSCM
550
Wellington Shields Capital Management
New York
$2.35M +$319K +2,500 +17%

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.