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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
LW
851
Linscomb Wealth
Texas
$981K +$14.4K +93 +2%
TPWA
852
TRUE Private Wealth Advisors
Oregon
$972K -$33.3K -215 -3%
VAS
853
Vestmark Advisory Solutions
Massachusetts
$970K +$950K +6,128 New
PIM
854
Penobscot Investment Management
Massachusetts
$969K +$86.8K +560 +10%
IAA
855
Independent Advisor Alliance
North Carolina
$961K -$475K -3,067 -34%
GRP
856
Global Retirement Partners
California
$954K -$31.2K -201 -3%
OSIA
857
O'Shares Investment Advisers
Massachusetts
$937K -$117K -754 -11%
IFWM
858
Institute for Wealth Management
Colorado
$935K +$69.1K +446 +8%
BCM
859
Brown Capital Management
Maryland
$934K +$34.1K +220 +4%
JDR
860
Jay D. Rosenbaum
$933K -$3.88K -25 -0.4%
GVAG
861
Great Valley Advisor Group
Delaware
$921K +$45.6K +294 +5%
DP
862
Dearborn Partners
Illinois
$915K -$2.94K -19 -0.3%
CCM
863
Cribstone Capital Management
Maine
$915K +$57K +368 +7%
DA
864
DSC Advisors
Illinois
$915K +$144K +929 +19%
FA
865
Fagan Associates
New York
$912K +$10.8K +70 +1%
AWM
866
AE Wealth Management
Kansas
$905K +$398K +2,568 +82%
NFG
867
Next Financial Group
Texas
$903K -$1.59M -10,288 -64%
NFH
868
NEXT Financial Holdings
Texas
$903K +$885K +5,707 New
GI
869
Gradient Investments
Minnesota
$901K -$74.1K -478 -8%
FBT
870
First Bank & Trust
South Dakota
$898K -$147K -948 -14%
SFI
871
SPC Financial Inc
Maryland
$897K +$878K +5,662 New
CHAM
872
Clear Harbor Asset Management
Connecticut
$896K +$77.5K +500 +10%
MWM
873
Meridian Wealth Management
Kentucky
$889K +$211K +1,363 +32%
SWM
874
SeaCrest Wealth Management
New York
$882K -$7.59K -49 -0.9%
JWS
875
Juncture Wealth Strategies
Arizona
$881K -$221K -1,426 -20%

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.