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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
626
Everence Capital Management
Indiana
$2.76M +$288K +1,859 +12%
RCM
627
RB Capital Management
Nevada
$2.73M +$25.6K +165 +1%
LS
628
Livforsakringsbolaget Skandia
Sweden
$2.73M +$108K +700 +4%
WS
629
Wedbush Securities
California
$2.72M +$500K +3,228 +23%
PP
630
Paloma Partners
Connecticut
$2.72M +$2.66M +17,169 New
CI
631
Conning Inc
Connecticut
$2.69M +$48K +310 +2%
CB
632
Chemical Bank
Michigan
$2.66M +$436K +2,815 +20%
BBNA
633
Bremer Bank National Association
Minnesota
$2.58M +$2.42M +15,610 New
SM
634
Sciencast Management
New Jersey
$2.58M +$2.54M +16,400 New
CWM
635
CMH Wealth Management
New Hampshire
$2.57M -$136K -880 -5%
B
636
Bellecapital
Switzerland
$2.57M -$14.1K -91 -0.6%
CC
637
Courier Capital
New York
$2.57M
AP
638
Advisor Partners
California
$2.56M -$25.7K -166 -1%
CC
639
Cadinha & Co
Hawaii
$2.56M +$1.52M +9,800 +155%
S
640
Seeyond
France
$2.55M +$2.12M +13,650 +562%
LNWWM
641
Laird Norton Wetherby Wealth Management
California
$2.54M +$52.9K +341 +2%
KFBMI
642
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.53M
VLC
643
Van Leeuwen & Company
New Jersey
$2.53M -$25K -161 -1%
GIA
644
Granite Investment Advisors
New Hampshire
$2.52M +$2.46M +15,880 New
HCA
645
Harbour Capital Advisors
Virginia
$2.48M +$298K +1,923 +14%
XWM
646
Xcel Wealth Management
Florida
$2.48M -$366K -2,360 -13%
HCMT
647
Highland Capital Management (Tennessee)
Tennessee
$2.47M +$2.17K +14 +0.1%
CBT
648
Central Bank & Trust
Kentucky
$2.45M +$106K +681 +5%
BFS
649
Bradley Foster & Sargent
Connecticut
$2.44M +$79K +510 +3%
PAM
650
Pegasus Asset Management
New York
$2.41M -$13.9K -90 -0.6%

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.