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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
VFA
626
Valeo Financial Advisors
Indiana
$1.47M +$1.05M +8,235 +421%
AP
627
Advisor Partners
California
$1.47M +$92K +721 +7%
CAIMH
628
Central Asset Investments & Management Holdings
Hong Kong
$1.46M +$319K +2,500 +30%
HCMT
629
Highland Capital Management (Tennessee)
Tennessee
$1.45M +$42.5K +333 +3%
MCM
630
Murphy Capital Management
New Jersey
$1.43M -$90.6K -710 -6%
SGI
631
Summit Global Investments
Utah
$1.41M -$2.54M -19,870 -66%
TA
632
Tiedemann Advisors
New York
$1.41M -$4.46K -35 -0.3%
DWA
633
Douglass Winthrop Advisors
New York
$1.4M -$68.9K -540 -5%
BGDI
634
BW Gestao de Investimentos
Brazil
$1.39M -$2.53M -19,800 -66%
CG
635
Caprock Group
Idaho
$1.38M +$52.7K +413 +4%
WCA
636
Waratah Capital Advisors
Ontario, Canada
$1.38M +$1.29M +10,134 New
GAM
637
Gotham Asset Management
New York
$1.38M +$64.6K +506 +5%
HCM
638
Hollencrest Capital Management
California
$1.37M -$67K -525 -5%
CAN
639
Cetera Advisor Networks
California
$1.37M +$118K +922 +10%
JRP
640
Jasper Ridge Partners
California
$1.37M +$996K +7,807 +352%
OFS
641
Orrstown Financial Services
Pennsylvania
$1.36M -$158K -1,240 -11%
SCM
642
Southport Capital Management
Tennessee
$1.36M +$2.55K +20 +0.2%
LCP
643
Legacy Capital Partners
Wisconsin
$1.35M +$931K +7,300 +278%
FAAS
644
First Allied Advisory Services
California
$1.34M -$39.9K -313 -3%
CWM
645
Cornerstone Wealth Management
Missouri
$1.34M +$24M +188,318 New
HF
646
HRT Financial
New York
$1.33M +$1.25M +9,768 New
EWM
647
Elmwood Wealth Management
California
$1.32M -$54.2K -425 -4%
CT
648
Coastline Trust
Rhode Island
$1.3M
Rockefeller Capital Management
649
Rockefeller Capital Management
New York
$1.28M +$148K +1,158 +14%
JIP
650
Jaffetilchin Investment Partners
Florida
$1.28M +$147K +1,152 +14%

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.