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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
RCM
551
Riverhead Capital Management
Delaware
$2.35M +$791K +6,197 +56%
CWM
552
Calamos Wealth Management
Illinois
$2.34M +$298K +2,337 +16%
BFM
553
Boothbay Fund Management
New York
$2.33M -$177K -1,388 -8%
RCM
554
RB Capital Management
Nevada
$2.3M +$119K +930 +6%
KCM
555
Karp Capital Management
California
$2.29M +$117K +915 +6%
TRCT
556
Tower Research Capital (TRC)
New York
$2.27M +$2.13M +16,666 New
CC
557
Courier Capital
New York
$2.26M +$25.5K +200 +1%
ZCA
558
Zeke Capital Advisors
Pennsylvania
$2.23M +$45.4K +356 +2%
LBC
559
Lawrence B. Cohen
$2.22M -$332K -2,605 -14%
V
560
Veritable
Delaware
$2.22M +$43.5K +341 +2%
FIA
561
FNY Investment Advisers
New York
$2.22M +$2.08M +16,273 New
CWM
562
CMH Wealth Management
New Hampshire
$2.18M -$184K -1,445 -9%
KFBMI
563
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.18M
SH
564
SeaTown Holdings
Singapore
$2.18M -$12.8M -100,000 -86%
HCA
565
Harbour Capital Advisors
Virginia
$2.17M +$14.9K +117 +0.8%
UR
566
USCA RIA
Texas
$2.15M +$31.9K +250 +2%
WAOTB
567
Wealth Advisors of Tampa Bay
Florida
$2.13M +$31.3K +245 +2%
ECM
568
Everence Capital Management
Indiana
$2.12M
SL
569
Signition LP
New York
$2.12M +$1.98M +15,558 New
BFS
570
Bradley Foster & Sargent
Connecticut
$2.07M +$600K +4,704 +45%
CNC
571
Citizens & Northern Corp
Pennsylvania
$2.05M +$45K +353 +2%
LFAS
572
Level Four Advisory Services
Texas
$2.04M -$39.3K -308 -2%
IRF
573
IBM Retirement Fund
New York
$2.04M -$202K -1,580 -10%
HH
574
HWG Holdings
Texas
$2.03M -$703K -5,511 -27%
FCM
575
Flinton Capital Management
Pennsylvania
$2.02M +$512K +4,016 +37%

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.