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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
KRSITF
651
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.41M +$12.1K +78 +0.5%
BA
652
Birinyi Associates
Connecticut
$2.41M -$7.75K -50 -0.3%
RIA
653
Regal Investment Advisors
Michigan
$2.37M -$7.75K -50 -0.3%
LIA
654
LS Investment Advisors
Michigan
$2.37M -$22.2K -143 -0.9%
TRAM
655
Tuscan Ridge Asset Management
Illinois
$2.34M +$1.69M +10,884 +279%
AI
656
Atria Investments
North Carolina
$2.33M +$657K +4,242 +40%
BCP
657
Blackhawk Capital Partners
Wisconsin
$2.31M -$1.71K -11 -0.1%
MIAN
658
Mariner Independent Advisor Network
Kansas
$2.3M +$21.1K +136 +1%
LBD
659
Landsberg Bennett & Dubbaneh
Florida
$2.3M +$951K +6,136 +77%
SLAM
660
Swiss Life Asset Management
$2.3M +$2.25M +14,518 New
SL
661
Signition LP
New York
$2.27M -$318K -2,053 -13%
JG
662
Jefferies Group
New York
$2.25M -$8.21M -52,961 -79%
LSPW
663
Lake Street Private Wealth
Illinois
$2.24M +$2.19M +14,154 New
APA
664
American Portfolios Advisors
New York
$2.24M +$1.1M +7,086 +100%
Mercer Global Advisors
665
Mercer Global Advisors
Colorado
$2.23M +$2.18M +14,080 New
GLA
666
Great Lakes Advisors
Illinois
$2.2M -$1.55K -10 -0.1%
AF
667
Alerus Financial
North Dakota
$2.2M +$52.5K +339 +3%
S
668
Surevest
California
$2.19M +$381K +2,461 +22%
MIH
669
Meitav Investment House
Israel
$2.18M +$83.5K +539 +4%
AIP
670
Ameritas Investment Partners
Nebraska
$2.17M
MAM
671
Morse Asset Management
Connecticut
$2.17M +$409K +2,641 +24%
RA
672
Rational Advisors
New York
$2.15M +$2.1M +13,558 +112,983%
CWM
673
Catamount Wealth Management
Connecticut
$2.11M +$2.06M +13,305 New
SICM
674
Sustainable Insight Capital Management
New York
$2.11M -$3.85M -24,857 -65%
FWM
675
Frontier Wealth Management
Missouri
$2.1M +$48.5K +313 +2%

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.