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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
RMAM
801
Raab & Moskowitz Asset Management
New Jersey
$1.2M -$44.2K -285 -4%
TC
802
Telemus Capital
Michigan
$1.2M +$542K +3,500 +86%
GI
803
GAMCO Investors
Connecticut
$1.19M -$33K -213 -3%
HIM
804
Hotaling Investment Management
Pennsylvania
$1.18M +$1.4K +9 +0.1%
MCM
805
Mainstay Capital Management
Michigan
$1.18M -$233K -1,505 -17%
Fiera Capital (Canada)
806
Fiera Capital (Canada)
Quebec, Canada
$1.17M +$883K +5,700 +341%
LOAME
807
Lombard Odier Asset Management (Europe)
United Kingdom
$1.17M +$62.2K +401 +6%
BO
808
Bank OZK
Arkansas
$1.16M -$608K -3,925 -35%
HAG
809
HighPoint Advisor Group
Illinois
$1.16M +$563K +3,632 +96%
BB
810
Bell Bank
North Dakota
$1.15M -$28.8K -186 -2%
RG
811
Rikoon Group
New Mexico
$1.14M -$9.3K -60 -0.8%
SBH
812
Segall Bryant & Hamill
Illinois
$1.13M +$82.1K +530 +8%
RCG
813
Rock Creek Group
District of Columbia
$1.13M -$136K -876 -11%
HH
814
HWG Holdings
Texas
$1.13M +$1.1M +7,105 New
VR
815
Viridian RIA
Washington
$1.12M +$61.5K +397 +6%
CMI
816
Clare Market Investments
Texas
$1.11M +$731K +4,715 +203%
DA
817
Dillon & Associates
Michigan
$1.11M +$623K +4,020 +133%
NICM
818
Neo Ivy Capital Management
New York
$1.11M +$1.09M +7,031 New
FT
819
Fiduciary Trust
Massachusetts
$1.11M +$50.4K +325 +5%
FQ
820
First Quadrant
California
$1.1M +$18.1K +117 +2%
IG
821
ING Group
Netherlands
$1.1M -$2.64M -17,026 -71%
BWAM
822
Boyd Watterson Asset Management
Ohio
$1.1M +$58.6K +378 +6%
PMG
823
ProVise Management Group
Florida
$1.1M -$69.7K -450 -6%
KWM
824
Kingsview Wealth Management
Oregon
$1.09M +$408K +2,634 +62%
AAP
825
Aristotle Atlantic Partners
Florida
$1.09M -$26.2K -169 -2%

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.