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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
MC
826
Miles Capital
Iowa
$419K -$2.93K -23 -0.7%
SG
827
StoneX Group
New York
$417K +$94.7K +742 +32%
CANY
828
Caxton Associates (New York)
New York
$416K +$389K +3,050 New
VNA
829
Valley National Advisers
Pennsylvania
$415K +$146K +1,146 +60%
WJA
830
Williams Jones & Associates
New York
$413K +$386K +3,028 New
FPA
831
First Pacific Advisors
California
$409K +$383K +3,000 New
CDH
832
Charles D. Hyman
$406K
HK
833
Horizon Kinetics
New York
$401K -$41.6K -326 -10%
AWA
834
ARS Wealth Advisors
Florida
$400K +$25.5K +200 +7%
OI
835
Oakbrook Investments
Illinois
$400K +$375K +2,936 New
WT
836
Washington Trust
Rhode Island
$399K +$22.3K +175 +6%
CAW
837
Cornerstone Advisors (Washington)
Washington
$395K -$59.7K -468 -14%
IIC
838
Integrated Investment Consultants
Michigan
$395K -$35K -274 -9%
CCA
839
Cobblestone Capital Advisors
New York
$394K
AWA
840
Arete Wealth Advisors
Illinois
$391K -$62.9K -493 -15%
MRCM
841
M&R Capital Management
New Jersey
$388K +$214K +1,680 +144%
CBU
842
CIBC Bank USA
Illinois
$387K +$3.19K +25 +0.9%
WSFS
843
Wilmington Savings Fund Society
Delaware
$386K
HTHT
844
Hemenway Trust Hemenway Trust
New Hampshire
$385K -$38.3K -300 -10%
NL
845
NWAM LLC
Washington
$383K
IR
846
Invictus RG
Bermuda
$381K -$468K -3,667 -57%
GT
847
Glenview Trust
Kentucky
$376K
KWM
848
Kingsview Wealth Management
Oregon
$376K +$352K +2,756 New
FC
849
Ferris Capital
Massachusetts
$374K -$19.1K -150 -5%
EDRH
850
Edmond de Rothschild Holding
Switzerland
$374K +$210K +1,647 +151%

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.