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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
NL
751
NVWM LLC
Pennsylvania
$1.55M +$548K +3,537 +56%
ECM
752
Element Capital Management
New York
$1.54M -$81.8M -528,075 -98%
IB
753
Intrust Bank
Kansas
$1.54M +$41.1K +265 +3%
MAM
754
Martingale Asset Management
Massachusetts
$1.54M +$357K +2,301 +31%
CAL
755
Capital Analysts LLC
Pennsylvania
$1.51M +$21.2K +137 +1%
SS
756
Simplicity Solutions
Minnesota
$1.49M +$747K +4,822 +105%
LWANC
757
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48M +$155K +1,000 +12%
DC
758
Davenport & Co
Virginia
$1.48M +$995K +6,421 +220%
CC
759
Cognios Capital
Kansas
$1.48M -$1.5M -9,661 -51%
BRWA
760
B. Riley Wealth Advisors
Florida
$1.45M -$69.3K -447 -5%
CAM
761
Cypress Asset Management
Texas
$1.45M +$953K +6,150 +203%
AMCA
762
Arthur M. Cohen & Associates
Illinois
$1.44M +$17.8K +115 +1%
HBT
763
Hills Bank & Trust
Iowa
$1.43M +$32.5K +210 +2%
GIM
764
Goelzer Investment Management
Indiana
$1.43M +$133K +861 +11%
WCM
765
Wisconsin Capital Management
Wisconsin
$1.43M
EWM
766
Edge Wealth Management
New York
$1.42M +$1.55K +10 +0.1%
CPC
767
Congress Park Capital
New York
$1.42M +$25.6K +165 +2%
CG
768
Colony Group
Massachusetts
$1.41M +$648K +4,183 +89%
HCM
769
Hollencrest Capital Management
California
$1.39M +$17.4K +112 +1%
OFM
770
Optima Fund Management
New York
$1.39M +$1.36M +8,773 New
OFS
771
Orrstown Financial Services
Pennsylvania
$1.38M +$29.4K +190 +2%
TIA
772
Tiemann Investment Advisors
California
$1.37M +$46.5K +300 +4%
AWM
773
Avitas Wealth Management
California
$1.36M -$83.1K -536 -6%
WA
774
Winfield Associates
Ohio
$1.34M +$1.31M +8,474 New
FMB
775
Field & Main Bank
Kentucky
$1.34M +$1.31M +8,445 New

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.