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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
AFC
601
AFT Forsyth & Company
Florida
$1.73M +$77.8K +610 +5%
LIA
602
LS Investment Advisors
Michigan
$1.73M -$16.7K -131 -1%
CB
603
Chemical Bank
Michigan
$1.73M +$180K +1,410 +13%
GFPC
604
Global Financial Private Capital
Florida
$1.73M -$95.7K -750 -6%
PAG
605
Private Advisor Group
New Jersey
$1.73M +$297K +2,330 +23%
SC
606
Slow Capital
California
$1.7M +$126K +988 +9%
STA
607
Summit Trail Advisors
New York
$1.68M -$256K -2,006 -14%
SCA
608
Secor Capital Advisors
New York
$1.67M -$8.45M -66,246 -84%
UBG
609
United Bank (Georgia)
Georgia
$1.67M -$60.6K -475 -4%
TSWM
610
Triangle Securities Wealth Management
North Carolina
$1.65M +$8.29K +65 +0.5%
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.64M +$1.35M +10,558 +706%
NCGI
612
Next Century Growth Investors
Minnesota
$1.64M
WIA
613
Wealthstreet Investment Advisors
Texas
$1.63M -$1.46M -11,460 -49%
HBT
614
Hills Bank & Trust
Iowa
$1.63M +$37K +290 +2%
TNAM
615
Terra Nova Asset Management
New York
$1.6M +$98.5K +772 +7%
AC
616
Alexandria Capital
Virginia
$1.6M +$313K +2,455 +27%
JSL
617
JT Stratford LLC
Georgia
$1.59M -$24.6K -193 -2%
GT
618
Glenmede Trust
Pennsylvania
$1.59M -$15.6K -122 -1%
TH
619
TCTC Holdings
Texas
$1.56M
WS
620
Wedbush Securities
California
$1.53M +$244K +1,912 +20%
SCA
621
Snowden Capital Advisors
New York
$1.53M +$909K +7,123 +175%
PJSIMP
622
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.5M +$15.9K +125 +1%
BP
623
Ballentine Partners
Massachusetts
$1.48M -$1.79K -14 -0.1%
ZB
624
Zions Bancorporation
Utah
$1.48M +$1.38M +10,813 New
AO
625
Allen Operations
New York
$1.47M

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.