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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
KC
526
Kepos Capital
New York
$4.7M +$4.6M +29,668 New
FCBT
527
First Citizens Bank & Trust
North Carolina
$4.65M +$2.18M +14,083 +92%
PP
528
Prudential plc
United Kingdom
$4.64M +$175K +1,131 +4%
OAM
529
Ostrum Asset Management
France
$4.6M +$421K +2,717 +10%
ECM
530
Exchange Capital Management
Michigan
$4.57M +$831K +5,359 +23%
MME
531
Meag Munich Ergo
Germany
$4.54M +$4.53M +29,248 New
SCA
532
Sander Capital Advisors
Washington
$4.51M +$4.41M +28,462 New
PL
533
Parkwood LLC
Ohio
$4.48M +$4.38M +28,285 New
WTC
534
WhitTier Trust Company
Nevada
$4.44M +$549K +3,540 +14%
TEC
535
Tiger Eye Capital
Tennessee
$4.43M
DWM
536
Dakota Wealth Management
Florida
$4.4M +$1.16M +7,501 +37%
WI
537
Wafra Inc
New York
$4.39M +$4.29M +27,702 New
RA
538
RiverPark Advisors
New York
$4.38M
BTS
539
BB&T Securities
Virginia
$4.36M -$332K -2,143 -7%
SLI
540
Sumitomo Life Insurance
Japan
$4.35M -$481K -3,105 -10%
WF
541
WealthTrust Fairport
Ohio
$4.33M +$1.02M +6,571 +32%
NPT
542
Nixon Peabody Trust
Massachusetts
$4.32M +$579K +3,738 +16%
CMI
543
Cider Mill Investments
Connecticut
$4.31M -$2.2M -14,200 -34%
HVIA
544
Hudson Valley Investment Advisors
New York
$4.28M +$675K +4,355 +19%
DY
545
Dowling & Yahnke
California
$4.21M +$150K +966 +4%
SPC
546
Sigma Planning Corp
Michigan
$4.21M +$1.15M +7,444 +39%
PAG
547
Private Advisor Group
New Jersey
$4.2M +$2.01M +12,941 +95%
LCAM
548
Lee Capital Asset Management
New York
$4.2M -$535K -3,450 -12%
FHB
549
First Hawaiian Bank
Hawaii
$4.18M +$1.16M +7,498 +40%
BCM
550
Barometer Capital Management
Ontario, Canada
$4.18M -$168K -1,085 -4%

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.