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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
TG
51
TCW Group
California
$275M -$31.8M -249,121 -11%
AllianceBernstein
52
AllianceBernstein
Tennessee
$264M -$1.32M -10,352 -0.5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$257M -$17.4M -136,510 -7%
MCM
54
Melvin Capital Management
New York
$255M -$4.51M -35,318 -2%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$254M -$15M -117,430 -6%
Principal Financial Group
56
Principal Financial Group
Iowa
$251M +$20.5M +160,856 +10%
Fidelity International
57
Fidelity International
Bermuda
$240M +$65.2M +511,288 +41%
SHCM
58
Sachem Head Capital Management
New York
$237M -$28.1M -220,000 -11%
DFO
59
Duquesne Family Office
New York
$233M
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$226M -$281K -2,199 -0.1%
GIM
61
Generation Investment Management
United Kingdom
$223M -$6.7M -52,544 -3%
PAMU
62
Pictet Asset Management (UK)
United Kingdom
$199M -$23.3M -182,656 -11%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$192M -$11M -86,191 -6%
Axa
64
Axa
France
$190M +$31.9M +249,907 +22%
Millennium Management
65
Millennium Management
New York
$189M +$1.59M +12,478 +0.9%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$189M -$144M -1,126,144 -45%
MCM
67
Marsico Capital Management
Colorado
$188M -$22.2M -174,366 -11%
Bessemer Group
68
Bessemer Group
New Jersey
$173M +$39.3M +307,899 +32%
Westfield Capital Management
69
Westfield Capital Management
Massachusetts
$171M -$4.42M -34,632 -3%
Citadel Advisors
70
Citadel Advisors
Florida
$171M +$78.2M +613,006 +96%
Federated Hermes
71
Federated Hermes
Pennsylvania
$170M -$2.43M -19,056 -2%
SEI Investments
72
SEI Investments
Pennsylvania
$169M +$8.65M +67,809 +6%
Swedbank
73
Swedbank
Sweden
$162M +$35M +274,080 +30%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$159M +$7.19M +56,352 +5%
Viking Global Investors
75
Viking Global Investors
Connecticut
$159M +$15.8M +124,114 +12%

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.