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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
Luther King Capital Management (LKCM)
701
Luther King Capital Management (LKCM)
Texas
$878K +$497K +3,896 +153%
NFG
702
Nations Financial Group
Iowa
$873K
CBT
703
Capital Bank & Trust
California
$862K +$707K +5,539 +707%
D.E. Shaw & Co
704
D.E. Shaw & Co
New York
$860K -$24.4M -191,455 -97%
CC
705
Cipher Capital
New York
$859K +$803K +6,296 New
CCM
706
Compton Capital Management
Rhode Island
$857K -$31.9K -250 -4%
PSUF
707
People's United Financial
Connecticut
$853K -$144K -1,125 -15%
Tudor Investment Corp
708
Tudor Investment Corp
Connecticut
$853K +$391K +3,068 +96%
FT
709
Fiduciary Trust
Massachusetts
$849K +$107K +840 +16%
BWM
710
Bernicke Wealth Management
Wisconsin
$837K +$16.7K +131 +2%
PL
711
Plancorp LLC
Missouri
$835K
HFS
712
HL Financial Services
Kentucky
$834K +$175K +1,375 +29%
FCM
713
Ferox Capital Management
United Kingdom
$833K
SSWM
714
Sheets Smith Wealth Management
North Carolina
$831K +$15.8K +124 +2%
NL
715
NVWM LLC
Pennsylvania
$826K +$29.2K +229 +4%
APA
716
American Portfolios Advisors
New York
$823K +$398K +3,117 +107%
AAP
717
Ardsley Advisory Partners
Connecticut
$819K +$765K +6,000 New
LSCM
718
Light Street Capital Management
California
$818K -$319K -2,500 -29%
CEP
719
Chicago Equity Partners
Illinois
$812K +$759K +5,950 New
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$805K +$86.6K +679 +13%
CPA
721
Columbia Pacific Advisors
Washington
$805K +$711K +5,572 New
IA
722
IFP Advisors
Florida
$801K +$32.1K +252 +4%
CCA
723
Checchi Capital Advisers
California
$791K +$18.6K +146 +3%
SBH
724
Segall Bryant & Hamill
Illinois
$781K -$128K -1,000 -15%
DP
725
Dearborn Partners
Illinois
$767K -$89.3K -700 -11%

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.