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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
ALIONA
876
Allianz Life Insurance of North America
Minnesota
$317K +$18.9K +148 +7%
WPP
877
Whalerock Point Partners
Rhode Island
$316K -$198K -1,550 -40%
LOAMS
878
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K -$60.6K -475 -17%
BHB
879
Bank Hapoalim BM
Israel
$309K +$289K +2,267 New
ACI
880
Alpha Cubed Investments
California
$308K -$6.38K -50 -2%
RCAG
881
Rehmann Capital Advisory Group
Michigan
$306K +$6.76K +53 +2%
EA
882
Emerald Advisers
Pennsylvania
$304K -$33.3K -261 -10%
MCM
883
Maryland Capital Management
Maryland
$304K +$49.4K +387 +21%
CAN
884
Claraphi Advisory Network
United States
$303K -$10.7K -84 -4%
HT
885
Heritage Trust
Oklahoma
$303K
OMC
886
Old Mission Capital
Illinois
$300K +$280K +2,198 New
PT
887
Plimoth Trust
Massachusetts
$298K +$33.8K +265 +14%
SP
888
SWS Partners
Ohio
$298K +$277K +2,172 +14,480%
WCA
889
Westover Capital Advisors
Delaware
$295K -$9.44K -74 -3%
BBP
890
Banco BTG Pactual
Brazil
$295K
PTC
891
Private Trust Company
Ohio
$290K +$37.3K +292 +16%
RC
892
Roundview Capital
New Jersey
$289K +$270K +2,120 New
DDC
893
DF Dent & Co
Maryland
$287K
OWD
894
Osborn Williams & Donohoe
Ohio
$286K
FHC
895
First Heartland Consultants
Missouri
$284K +$266K +2,085 New
HPC
896
HM Payson & Co
Maine
$283K +$30.9K +242 +13%
CA
897
Calton & Associates
Florida
$283K +$249K +1,951 New
CMBA
898
C.M. Bidwell & Associates
Hawaii
$281K -$63.8K -500 -20%
AF
899
Allworth Financial
California
$281K +$7.14K +56 +3%
NAM
900
North American Management
Massachusetts
$279K -$15.9K -125 -6%

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.