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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
VFA
701
Voya Financial Advisors
Connecticut
$1.91M +$96.7K +624 +5%
AF
702
Ally Financial
Michigan
$1.9M -$1.24M -8,000 -40%
DTL
703
Dynamic Technology Lab
Singapore
$1.9M +$1.86M +11,973 New
KA
704
Kovack Advisors
Florida
$1.89M +$182K +1,173 +11%
BAM
705
Belpointe Asset Management
Nevada
$1.87M -$16.3K -105 -0.9%
LCP
706
Legacy Capital Partners
Wisconsin
$1.87M +$270K +1,745 +17%
AC
707
Alexandria Capital
Virginia
$1.85M +$3.1K +20 +0.2%
TRCT
708
Tower Research Capital (TRC)
New York
$1.85M -$1.54M -9,923 -46%
STA
709
Summit Trail Advisors
New York
$1.85M -$142K -918 -7%
OWD
710
Osborn Williams & Donohoe
Ohio
$1.84M +$672K +4,335 +61%
NB
711
NBT Bank
New York
$1.83M +$242K +1,562 +16%
TH
712
TCTC Holdings
Texas
$1.82M
MFAM
713
Motley Fool Asset Management
Virginia
$1.81M +$193K +1,248 +12%
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81M +$33.6K +217 +2%
SSWM
715
Sheets Smith Wealth Management
North Carolina
$1.8M +$1.35M +8,685 +321%
TFCM
716
Taylor Frigon Capital Management
Arizona
$1.8M -$54.4K -351 -3%
DADC
717
D.A. Davidson & Co
Montana
$1.79M +$233K +1,506 +15%
CCP
718
Corient Capital Partners
California
$1.79M +$631K +4,073 +56%
BFA
719
Brendel Financial Advisors
New Hampshire
$1.78M +$1.75M +11,262 New
RJT
720
Raymond James Trust
Florida
$1.77M +$17.4K +112 +1%
IWS
721
Insight Wealth Strategies
California
$1.75M +$74.7K +482 +5%
Schroder Investment Management Group
722
Schroder Investment Management Group
United Kingdom
$1.74M +$259K +1,674 +18%
Marshall Wace
723
Marshall Wace
United Kingdom
$1.73M -$1.67M -10,787 -50%
SS
724
Sunbelt Securities
Texas
$1.73M +$253K +1,635 +18%
CNC
725
Citizens & Northern Corp
Pennsylvania
$1.73M -$29.3K -189 -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.