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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
Acadian Asset Management
826
Acadian Asset Management
Massachusetts
$1.09M
MIFH
827
Migdal Insurance & Financial Holdings
Israel
$1.08M +$131K +848 +14%
BWM
828
Bernicke Wealth Management
Wisconsin
$1.07M +$16.7K +108 +2%
PTC
829
Private Trust Company
Ohio
$1.06M +$294K +1,898 +39%
BFEC
830
Benjamin F. Edwards & Company
Missouri
$1.06M +$325K +2,097 +45%
PCM
831
Prelude Capital Management
New York
$1.06M -$915K -5,905 -47%
FI
832
FormulaFolio Investments
Michigan
$1.06M +$2.79K +18 +0.3%
SB
833
Simmons Bank
Arkansas
$1.05M +$222K +1,430 +27%
BWM
834
BigSur Wealth Management
Florida
$1.04M -$341K -2,200 -25%
SCP
835
Stamos Capital Partners
California
$1.04M -$721K -4,652 -42%
CWG
836
Cornerstone Wealth Group
North Carolina
$1.03M +$1.01M +6,525 New
CMANY
837
Capital Management Associates (New York)
New York
$1.03M
MWA
838
Meridian Wealth Advisors
Texas
$1.03M +$52.7K +340 +6%
TA
839
TRB Advisors
New York
$1.03M +$1.01M +6,500 New
ZB
840
Zions Bancorporation
Utah
$1.03M -$282K -1,821 -22%
PAMP
841
Polar Asset Management Partners
Ontario, Canada
$1.03M +$1M +6,484 New
CCB
842
Cutter & Co Brokerage
Missouri
$1.02M +$51.1K +330 +5%
EMG
843
ETF Managers Group
New Jersey
$1.02M -$216K -1,396 -18%
IC
844
Intersect Capital
California
$1M +$67.7K +437 +7%
WP
845
WealthSource Partners
California
$1M -$18.9K -122 -2%
MMG
846
Monetary Management Group
Missouri
$999K
RTC
847
Riverview Trust Company
Washington
$999K
PIM
848
Partner Investment Management
California
$989K -$1.4M -9,058 -59%
NB
849
Nicolet Bankshares
Wisconsin
$988K -$6.04K -39 -0.6%
IHL
850
Investment House LLC
California
$983K +$15.5K +100 +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.