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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
Coatue Management
51
Coatue Management
New York
$304M +$146M +943,741 +97%
Fidelity International
52
Fidelity International
Bermuda
$301M +$181M +1,164,713 +158%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$290M +$2.97M +19,135 +1%
AllianceBernstein
54
AllianceBernstein
Tennessee
$288M +$19.7M +127,360 +8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$276M -$63.2M -407,542 -19%
SCM
56
Suvretta Capital Management
New York
$273M +$9.86M +63,620 +4%
TG
57
TCW Group
California
$261M -$25.3M -163,437 -9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$215M +$28.4M +183,018 +16%
Bessemer Group
59
Bessemer Group
New Jersey
$205M +$562K +3,626 +0.3%
PC
60
PointState Capital
New York
$202M +$143M +920,881 +258%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$201M +$10.6M +68,336 +6%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$198M -$3.34M -21,562 -2%
RJA
63
Raymond James & Associates
Florida
$194M +$7.73M +49,878 +4%
Swedbank
64
Swedbank
Sweden
$193M -$19.3M -124,749 -9%
Westfield Capital Management
65
Westfield Capital Management
Massachusetts
$192M -$13.6M -87,594 -7%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$190M +$2.86M +18,458 +2%
Federated Hermes
67
Federated Hermes
Pennsylvania
$187M +$384K +2,479 +0.2%
TP
68
Third Point
New York
$186M
PAMU
69
Pictet Asset Management (UK)
United Kingdom
$181M -$11.8M -76,046 -6%
FWIA
70
Fort Washington Investment Advisors
Ohio
$181M +$4.48M +28,920 +3%
Barclays
71
Barclays
United Kingdom
$178M +$8.21M +52,943 +5%
GIM
72
Generation Investment Management
United Kingdom
$173M -$34.6M -223,255 -17%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$171M +$2.47M +15,904 +1%
CS
74
Credit Suisse
Switzerland
$171M +$11.4M +73,566 +7%
MCM
75
Marsico Capital Management
Colorado
$171M -$12.3M -79,459 -7%

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.