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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
ECM
551
ETrade Capital Management
Virginia
$4.17M +$200K +1,292 +5%
CIA
552
Capital Impact Advisors
Massachusetts
$4.15M
RCM
553
Riverhead Capital Management
Delaware
$4.09M +$564K +3,638 +16%
ASN
554
Advisory Services Network
Georgia
$4.08M +$62.6K +404 +2%
CI
555
Cigna Investments
Connecticut
$4.04M +$16.3K +105 +0.4%
PCR
556
Potrero Capital Research
California
$4.02M
LSA
557
L & S Advisors
California
$4.01M +$3.43M +22,146 +697%
AIM
558
Allen Investment Management
New York
$4.01M +$462K +2,980 +13%
RIM
559
Rampart Investment Management
Connecticut
$3.99M +$2.77M +17,846 +242%
GCM
560
Gunderson Capital Management
South Carolina
$3.98M +$3.9M +25,164 New
CWM
561
Cabot Wealth Management
Massachusetts
$3.97M -$44.2K -285 -1%
WSCM
562
Wellington Shields Capital Management
New York
$3.95M +$202K +1,305 +6%
BFO
563
Boston Family Office
Massachusetts
$3.94M +$233K +1,505 +6%
BCM
564
Bayesian Capital Management
New York
$3.93M +$3.84M +24,800 New
PA
565
Parallel Advisors
California
$3.84M +$85.6K +552 +2%
VF
566
Virtu Financial
New York
$3.81M +$3.73M +24,071 New
NCM
567
Northstar Capital Management
New York
$3.79M +$82K +529 +2%
CB
568
Commerce Bank
Missouri
$3.75M -$106K -682 -3%
DT
569
Diversified Trust
Tennessee
$3.69M -$3.72K -24 -0.1%
QIM
570
Quantitative Investment Management
Virginia
$3.66M -$6.08M -39,200 -63%
BC
571
Breakline Capital
New York
$3.59M -$4.11M -26,532 -54%
WAS
572
Winch Advisory Services
Wisconsin
$3.59M +$133K +856 +4%
QSS
573
Quantitative Systematic Strategies
Florida
$3.58M +$2.23M +14,400 +175%
BCA
574
Bray Capital Advisors
Florida
$3.55M +$13.2K +85 +0.4%
Voloridge Investment Management
575
Voloridge Investment Management
Florida
$3.49M +$2.74M +17,683 +404%

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.