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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
GCM
676
Graham Capital Management
Connecticut
$1.08M +$1.01M +7,908 New
FBT
677
First Bank & Trust
South Dakota
$1.07M +$94.2K +738 +10%
Fifth Third Bancorp
678
Fifth Third Bancorp
Ohio
$1.06M +$3.57K +28 +0.4%
FMB
679
Field & Main Bank
Kentucky
$1.05M +$113K +885 +13%
BHIA
680
Birch Hill Investment Advisors
Massachusetts
$1.02M +$255K +2,000 +37%
CP
681
Camelot Portfolios
Ohio
$1.01M -$38.4K -301 -4%
CAM
682
ClariVest Asset Management
California
$1.01M +$944K +7,400 New
ANRIA
683
American National Registered Investment Advisor
Texas
$1M
BFEC
684
Benjamin F. Edwards & Company
Missouri
$999K +$299K +2,347 +47%
BJL
685
Brighton Jones LLC
Washington
$994K +$289K +2,266 +45%
GI
686
Gradient Investments
Minnesota
$986K +$186K +1,455 +25%
CIM
687
CIM Investment Management
Pennsylvania
$982K -$23K -180 -2%
LP
688
LMR Partners
United Kingdom
$972K -$1.89M -14,842 -68%
CBOA
689
Commonwealth Bank of Australia
Australia
$955K +$55.8K +437 +7%
LOAME
690
Lombard Odier Asset Management (Europe)
United Kingdom
$948K
BB
691
Bell Bank
North Dakota
$947K +$257K +2,017 +41%
JDR
692
Jay D. Rosenbaum
$943K -$10.8K -85 -1%
AWM
693
Avitas Wealth Management
California
$930K +$869K +6,815 New
Mariner
694
Mariner
Kansas
$915K +$131K +1,025 +18%
TA
695
Townsend & Associates
Colorado
$908K +$43K +337 +5%
VR
696
Viridian RIA
Washington
$907K +$37K +290 +5%
Mackenzie Financial
697
Mackenzie Financial
Ontario, Canada
$906K +$316K +2,478 +59%
FMLI
698
Fukoku Mutual Life Insurance
Japan
$887K +$383K +3,000 +86%
CAPTRUST Financial Advisors
699
CAPTRUST Financial Advisors
North Carolina
$886K +$199K +1,559 +32%
TPWA
700
TRUE Private Wealth Advisors
Oregon
$882K +$61.5K +482 +8%

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.