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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
MWM
801
Meridian Wealth Management
Kentucky
$481K +$170K +1,335 +61%
SCA
802
Sander Capital Advisors
Washington
$478K +$447K +3,506 New
AB
803
Atlas Brown
Kentucky
$474K +$44K +345 +12%
FHA
804
Flagship Harbor Advisors
Massachusetts
$472K +$150K +1,174 +51%
BSW
805
Buckingham Strategic Wealth
Missouri
$466K +$33.2K +260 +8%
ST
806
Smithfield Trust
Pennsylvania
$466K +$356K +2,788 +443%
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
$457K +$428K +3,352 New
CCMW
808
Cypress Capital Management (Wyoming)
Wyoming
$454K
HAG
809
HighPoint Advisor Group
Illinois
$454K +$36.2K +284 +10%
AL
810
Aspiriant LLC
California
$449K +$34.8K +273 +9%
SA
811
Strategic Advisors
New York
$447K +$195K +1,529 +88%
ACM
812
Aviance Capital Management
Florida
$444K +$415K +3,254 New
DBT
813
Dubuque Bank & Trust
Iowa
$442K
AW
814
ACG Wealth
Georgia
$442K +$40.1K +314 +11%
FFC
815
First Financial Corp
Indiana
$440K -$55.8K -437 -12%
BW
816
Bison Wealth
Georgia
$433K +$405K +3,175 New
RWA
817
Ropes Wealth Advisors
Massachusetts
$431K
MWP
818
MYCIO Wealth Partners
Pennsylvania
$430K
BWAM
819
Boyd Watterson Asset Management
Ohio
$428K -$8.04K -63 -2%
XS
820
XR Securities
Illinois
$427K +$399K +3,129 New
ATC
821
Argent Trust Co
Tennessee
$425K +$399K +3,125 New
TDC
822
Thompson Davis & Co
Virginia
$424K +$35.7K +280 +10%
SC
823
Savant Capital
Illinois
$423K +$26.8K +210 +7%
HW
824
Hancock Whitney
Mississippi
$421K +$394K +3,090 New
HWA
825
HCR Wealth Advisors
California
$420K -$51K -400 -11%

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.