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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
CAIMH
726
Central Asset Investments & Management Holdings
Hong Kong
$1.73M +$1.69M +10,900 New
EDRH
727
Edmond de Rothschild Holding
Switzerland
$1.72M +$656K +4,234 +64%
SW
728
SlateStone Wealth
Florida
$1.72M +$1.69M +10,880 New
AO
729
Allen Operations
New York
$1.71M
AAS
730
Avantax Advisory Services
Texas
$1.71M +$644K +4,154 +62%
CA
731
Cetera Advisors
Colorado
$1.69M -$4.51M -29,078 -73%
MS
732
Mizuho Securities
Japan
$1.69M +$1.44M +9,270 +677%
UBG
733
United Bank (Georgia)
Georgia
$1.67M -$38.1K -246 -2%
JSL
734
JT Stratford LLC
Georgia
$1.67M +$164K +1,060 +11%
RCP
735
Rothschild Capital Partners
New York
$1.66M +$1.63M +10,507 New
WIA
736
Wealthstreet Investment Advisors
Texas
$1.65M
NIP
737
Nicholas Investment Partners
California
$1.65M +$1.62M +10,422 New
RIL
738
Rothschild Investment LLC
Illinois
$1.65M +$1.61M +10,400 New
CCM
739
Covington Capital Management
California
$1.64M +$598K +3,859 +60%
CLOS
740
Compagnie Lombard Odier SCmA
Switzerland
$1.62M +$632K +4,078 +66%
SH
741
SeaTown Holdings
Singapore
$1.61M
GFPC
742
Global Financial Private Capital
Florida
$1.61M +$1.07M +6,885 +208%
H
743
HoyleCohen
California
$1.61M +$315K +2,030 +25%
CG
744
Caprock Group
Idaho
$1.61M +$68.2K +440 +5%
TSS
745
Two Sigma Securities
New York
$1.6M +$1.57M +10,118 New
JRP
746
Jasper Ridge Partners
California
$1.59M
ACP
747
Aviance Capital Partners
Florida
$1.58M +$775K +5,000 +100%
GCM
748
Glaxis Capital Management
Florida
$1.58M +$1.55M +10,000 New
SCM
749
Southport Capital Management
Tennessee
$1.58M -$19.4K -125 -1%
OGC
750
Oak Grove Capital
New Hampshire
$1.58M +$1.06M +6,822 +217%

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.