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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
IB
651
Intrust Bank
Kansas
$1.27M +$3.7K +29 +0.3%
OLA
652
Oliver Luxxe Assets
New Jersey
$1.27M
CLOS
653
Compagnie Lombard Odier SCmA
Switzerland
$1.27M +$648K +5,078 +119%
YWP
654
YorkBridge Wealth Partners
New York
$1.25M -$6.38K -50 -0.5%
JWS
655
Juncture Wealth Strategies
Arizona
$1.25M +$11.2K +88 +1%
AAM
656
Azzad Asset Management
Virginia
$1.22M +$23.7K +186 +2%
NIT
657
NumerixS Investment Technologies
British Columbia, Canada
$1.22M -$3.98M -31,186 -78%
BRWA
658
B. Riley Wealth Advisors
Florida
$1.22M +$285K +2,236 +34%
MCM
659
Mainstay Capital Management
Michigan
$1.2M -$402K -3,153 -26%
DADC
660
D.A. Davidson & Co
Montana
$1.2M +$34.8K +273 +3%
KA
661
Kovack Advisors
Florida
$1.2M +$532K +4,167 +90%
MIH
662
Meitav Investment House
Israel
$1.2M +$1.13M +8,863 New
NB
663
Nicolet Bankshares
Wisconsin
$1.18M -$27.7K -217 -2%
TCOT
664
Trust Company of Toledo
Ohio
$1.17M +$33.2K +260 +3%
CCM
665
Covington Capital Management
California
$1.16M -$6.38K -50 -0.6%
SNT
666
Security National Trust
West Virginia
$1.16M +$142K +1,115 +15%
NB
667
NBT Bank
New York
$1.16M -$44.4K -348 -4%
TIA
668
Tiemann Investment Advisors
California
$1.14M
CPC
669
Congress Park Capital
New York
$1.14M
VIA
670
Vident Investment Advisory
Georgia
$1.13M +$662K +5,191 +167%
RJT
671
Raymond James Trust
Florida
$1.12M +$14.5K +114 +1%
RMAM
672
Raab & Moskowitz Asset Management
New Jersey
$1.12M
AMCA
673
Arthur M. Cohen & Associates
Illinois
$1.12M +$486K +3,810 +86%
MNBTD
674
Moody National Bank Trust Division
Texas
$1.08M
MFAM
675
Motley Fool Asset Management
Virginia
$1.08M +$138K +1,082 +16%

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.