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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
IUHSA
851
Itau Unibanco Holding S.A.
Brazil
$374K +$331K +2,598 +1,655%
ClearBridge Investments
852
ClearBridge Investments
New York
$371K +$34.1K +267 +11%
MWM
853
Mission Wealth Management
California
$366K +$342K +2,681 New
CFA
854
Cahill Financial Advisors
Minnesota
$362K +$12.8K +100 +4%
S
855
SignatureFD
Georgia
$362K +$126K +985 +59%
CL
856
Choreo LLC
Illinois
$354K -$66.2K -519 -17%
GTAM
857
Global Trust Asset Management
Florida
$352K -$261K -2,045 -44%
APP
858
Avantax Planning Partners
Iowa
$350K -$33.7K -264 -9%
DC
859
Davenport & Co
Virginia
$347K +$325K +2,546 New
ATFA
860
All Terrain Financial Advisors
Minnesota
$341K -$115K -900 -26%
AHB
861
Abner Herrman & Brock
New Jersey
$339K
CPIA
862
Cornell Pochily Investment Advisors
New York
$333K +$59.7K +468 +24%
PFPT
863
Pinnacle Financial Partners (Tennessee)
Tennessee
$333K +$311K +2,438 New
QCIG
864
Quad-Cities Investment Group
Iowa
$332K
CAG
865
Crestwood Advisors Group
Massachusetts
$332K +$7.02K +55 +2%
AP
866
Appleton Partners
Massachusetts
$330K +$44.9K +352 +17%
MA
867
Mutual Advisors
Nebraska
$329K +$39.3K +308 +15%
IAA
868
Independent Advisor Alliance
North Carolina
$329K +$57K +447 +22%
FMT
869
First Mercantile Trust
Tennessee
$322K +$116K +906 +62%
AIM
870
Assured Investment Management
New York
$321K -$9.62M -75,431 -97%
PAS
871
Partnervest Advisory Services
California
$321K -$8.93K -70 -3%
CAS
872
Cue Advisory Services
Arizona
$321K -$4.34K -34 -1%
NWS
873
Newport Wealth Strategies
California
$320K +$45K +353 +18%
RWP
874
RWA Wealth Partners
Massachusetts
$320K +$220K +1,726 +278%
SS
875
Sunbelt Securities
Texas
$318K +$65.3K +512 +28%

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.