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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
AFC
676
AFT Forsyth & Company
Florida
$2.1M +$143K +925 +8%
SNT
677
Security National Trust
West Virginia
$2.09M +$319K +2,060 +19%
WAOTB
678
Wealth Advisors of Tampa Bay
Florida
$2.08M +$5.42K +35 +0.3%
EBT
679
Enterprise Bank & Trust
Massachusetts
$2.08M +$2.03M +13,105 New
UBPAM
680
Union Bancaire Privee Asset Management
New York
$2.07M
HFS
681
HL Financial Services
Kentucky
$2.07M +$819K +5,286 +68%
CAN
682
Cetera Advisor Networks
California
$2.07M +$532K +3,430 +36%
FFWA
683
FRG Family Wealth Advisors
Washington
$2.05M +$142K +915 +8%
CC
684
ClearArc Capital
Ohio
$2.03M -$51.3K -331 -3%
SC
685
Slow Capital
California
$2.03M -$17.4K -112 -0.9%
BCM
686
Boltwood Capital Management
California
$2.02M +$2.94K +19 +0.1%
DWA
687
Douglass Winthrop Advisors
New York
$2.02M -$930 -6 -0%
JWM
688
Jackson Wealth Management
Florida
$2.01M +$47K +303 +2%
TCOT
689
Trust Company of Toledo
Ohio
$2M +$42.6K +275 +2%
GCA
690
Genesee Capital Advisors
New York
$2M +$123K +794 +7%
PJSIMP
691
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2M -$46.3K -299 -2%
FAAS
692
First Allied Advisory Services
California
$1.99M +$159K +1,024 +9%
SWP
693
Stratos Wealth Partners
Ohio
$1.99M +$1.11M +7,173 +133%
FNT
694
First National Trust
Pennsylvania
$1.99M +$1.95M +12,574 New
IRF
695
IBM Retirement Fund
New York
$1.98M +$32.4K +209 +2%
LWS
696
Lucia Wealth Services
California
$1.98M +$126K +811 +7%
TSWM
697
Triangle Securities Wealth Management
North Carolina
$1.96M +$8.06K +52 +0.4%
SSI
698
Scott & Selber Inc
Texas
$1.94M +$1.9M +12,254 New
AF
699
Aldebaran Financial
$1.94M -$23.3K -150 -1%
VFA
700
Valeo Financial Advisors
Indiana
$1.92M +$52.7K +340 +3%

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.