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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
CC
576
Cedar Capital
Illinois
$2.02M +$545K +4,268 +41%
W
577
Wealthfront
California
$2M -$188K -1,470 -9%
AIMCA
578
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2M -$455K -3,566 -20%
PAM
579
Pegasus Asset Management
New York
$1.96M +$3.44K +27 +0.2%
MIAN
580
Mariner Independent Advisor Network
Kansas
$1.93M +$1.81M +14,157 New
FA
581
FDx Advisors
Illinois
$1.93M -$2.25M -17,622 -55%
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$1.92M +$90.7K +711 +5%
FLPIM
583
F.L. Putnam Investment Management
Massachusetts
$1.92M +$1.28M +10,025 +249%
AI
584
Atria Investments
North Carolina
$1.9M +$166K +1,301 +10%
TFCM
585
Taylor Frigon Capital Management
Arizona
$1.9M -$851K -6,667 -32%
BTNA
586
Bremer Trust National Association
Minnesota
$1.9M +$1.22M +9,549 +220%
AG
587
AlphaSimPlex Group
Massachusetts
$1.89M +$86.6K +679 +5%
HIMC
588
Heritage Investors Management Corp
Maryland
$1.89M +$575K +4,510 +48%
AIM
589
Allen Investment Management
New York
$1.83M +$480K +3,766 +39%
BCM
590
Boltwood Capital Management
California
$1.83M -$5.1K -40 -0.3%
AF
591
Aldebaran Financial
$1.82M -$153K -1,200 -8%
TAM
592
Tiverton Asset Management
Delaware
$1.82M
KRSITF
593
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.81M -$309K -2,425 -15%
AIP
594
Ameritas Investment Partners
Nebraska
$1.8M -$127K -993 -7%
WBC
595
West Branch Capital
Massachusetts
$1.79M +$1.68M +13,143 New
AF
596
Ally Financial
Michigan
$1.77M
BA
597
Birinyi Associates
Connecticut
$1.77M +$344K +2,700 +26%
HT
598
HAP Trading
New York
$1.77M -$937K -7,341 -36%
FB
599
Fulton Bank
Pennsylvania
$1.77M -$154K -1,207 -9%
BO
600
Bank OZK
Arkansas
$1.74M +$113K +882 +7%

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.