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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
MAM
726
Martingale Asset Management
Massachusetts
$766K +$716K +5,612 New
PIM
727
Penobscot Investment Management
Massachusetts
$758K +$10.2K +80 +1%
BCM
728
Brown Capital Management
Maryland
$757K +$6.12K +48 +0.9%
IP
729
Intellectus Partners
California
$756K -$1.66M -12,984 -70%
1WA
730
180 Wealth Advisors
Washington
$755K -$28.8K -226 -4%
IDBONY
731
Israel Discount Bank of New York
New York
$751K +$2.81K +22 +0.4%
VFA
732
Voya Financial Advisors
Connecticut
$751K +$89.9K +705 +15%
QIM
733
Quantitative Investment Management
Virginia
$750K -$30.8M -241,100 -98%
CMANY
734
Capital Management Associates (New York)
New York
$750K +$702K +5,500 New
LW
735
Linscomb Wealth
Texas
$744K +$111K +869 +19%
DA
736
DSC Advisors
Illinois
$742K +$65.8K +516 +10%
WEC
737
Winslow Evans & Crocker
Massachusetts
$740K -$35.2K -276 -5%
I
738
INVST
Indiana
$732K +$684K +5,363 New
CRWM
739
Castle Rock Wealth Management
California
$726K -$98.7K -774 -13%
SSP
740
Sapphire Star Partners
Washington
$723K
SCM
741
Shelton Capital Management
Colorado
$713K -$63.8K -500 -9%
AWM
742
Altium Wealth Management
New York
$710K +$246K +1,932 +59%
IBOK
743
Independence Bank of Kentucky
Kentucky
$707K -$67K -525 -9%
H
744
HoyleCohen
California
$702K -$20K -157 -3%
SWM
745
SeaCrest Wealth Management
New York
$700K +$23.5K +184 +4%
1SB
746
1ST Source Bank
Indiana
$690K +$10.3K +81 +2%
LNC
747
Lincoln National Corp
Pennsylvania
$687K -$391K -3,063 -38%
IHL
748
Investment House LLC
California
$683K +$11.5K +90 +2%
ACP
749
Aviance Capital Partners
Florida
$682K +$638K +5,000 New
GCM
750
Glaxis Capital Management
Florida
$682K +$638K +5,000 New

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.