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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
IC
751
Intersect Capital
California
$679K +$268K +2,101 +73%
AAP
752
Aristotle Atlantic Partners
Florida
$674K +$135K +1,056 +27%
SWP
753
Stratos Wealth Partners
Ohio
$673K +$62.4K +489 +11%
RGNCM
754
R.G. Niederhoffer Capital Management
New York
$668K -$944K -7,400 -60%
WP
755
WealthSource Partners
California
$668K -$12.8K -100 -2%
GI
756
GAMCO Investors
Connecticut
$640K -$13.3K -104 -2%
NAM
757
NorthCoast Asset Management
Connecticut
$639K +$597K +4,683 New
Lido Advisors
758
Lido Advisors
California
$633K +$114K +893 +24%
CG
759
Colony Group
Massachusetts
$615K +$91.5K +717 +19%
PI
760
Parkside Investments
Illinois
$614K +$191K +1,500 +50%
ANB
761
Amarillo National Bank
Texas
$602K
SCI
762
S&CO Inc
Massachusetts
$587K -$25.5K -200 -4%
IIM
763
Intact Investment Management
Quebec, Canada
$587K
CHAM
764
Clear Harbor Asset Management
Connecticut
$585K +$63.8K +500 +13%
BCWM
765
Blue Chip Wealth Management
Florida
$578K +$263K +2,063 +95%
NFG
766
Next Financial Group
Texas
$576K -$296K -2,321 -35%
HSA
767
HBK Sorce Advisory
Pennsylvania
$573K +$136K +1,065 +34%
FTIOP
768
Fiduciary Trust International of Pennsylvania
Pennsylvania
$569K +$532K +4,166 New
MCM
769
MAI Capital Management
Ohio
$568K -$15.4K -121 -3%
PIM
770
Parker Investment Management
California
$566K -$573K -4,492 -52%
CB
771
CNB Bank
Pennsylvania
$565K -$39.3K -308 -7%
CCP
772
Corient Capital Partners
California
$565K +$81.3K +637 +18%
BL
773
BFSG LLC
California
$565K +$529K +4,144 New
FAIM
774
Financial Advocates Investment Management
Washington
$563K +$72.1K +565 +16%
GBT
775
Grove Bank & Trust
Florida
$561K -$8.93K -70 -2%

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.