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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
WF
776
Welch & Forbes
Massachusetts
$558K +$204K +1,600 +64%
RFO
777
RiverGlades Family Offices
Florida
$556K
FI
778
FormulaFolio Investments
Michigan
$550K +$514K +4,029 New
CA
779
Cetera Advisors
Colorado
$545K +$72K +564 +16%
NIM
780
NuWave Investment Management
New Jersey
$543K +$508K +3,984 New
AA
781
ALPS Advisors
Colorado
$541K +$506K +3,969 New
EWM
782
Edge Wealth Management
New York
$540K +$71.4K +560 +16%
FFWA
783
FRG Family Wealth Advisors
Washington
$538K +$503K +3,941 New
CC
784
Cadinha & Co
Hawaii
$537K +$8.93K +70 +2%
SFSIG
785
San Francisco Sentry Investment Group
California
$535K -$33K -259 -6%
SFG
786
Summit Financial Group
West Virginia
$533K
MA
787
Montag & Associates
Georgia
$529K +$39.3K +308 +9%
BUB
788
BBVA USA Bancshares
Texas
$518K -$11.4K -89 -2%
BA
789
Boston Advisors
Massachusetts
$518K
GLA
790
Great Lakes Advisors
Illinois
$516K +$483K +3,783 New
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$515K +$4.08K +32 +0.9%
EFS
792
Essex Financial Services
Connecticut
$504K +$29.7K +233 +7%
SBIA
793
Sheaff Brock Investment Advisors
Indiana
$503K +$114K +894 +32%
LSAG
794
Lake Street Advisors Group
New Hampshire
$499K +$9.06K +71 +2%
WAM
795
Wealthspire Advisors (Maryland)
Maryland
$496K +$19.1K +150 +4%
SCC
796
Spring Creek Capital
Kansas
$494K +$462K +3,625 New
FIM
797
Freedom Investment Management
Connecticut
$491K +$38.7K +303 +9%
PGFC
798
Peapack-Gladstone Financial Corp
New Jersey
$486K +$34.2K +268 +8%
BOH
799
Bank of Hawaii
Hawaii
$486K +$454K +3,560 New
HCM
800
HMS Capital Management
Tennessee
$486K +$455K +3,566 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.