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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
HSA
876
HBK Sorce Advisory
Pennsylvania
$878K +$465 +3 +0.1%
CCIA
877
Campbell & Co Investment Adviser
Maryland
$875K +$856K +5,524 New
CCMW
878
Cypress Capital Management (Wyoming)
Wyoming
$873K +$3.72K +24 +0.4%
SWMG
879
Strategic Wealth Management Group
Maryland
$870K -$1.86K -12 -0.2%
WPP
880
Whalerock Point Partners
Rhode Island
$870K +$316K +2,040 +59%
RBFC
881
Roman Butler Fullerton & Co
Missouri
$866K
HWA
882
HCR Wealth Advisors
California
$865K +$1.07M +6,881 +273%
O
883
Ossiam
France
$861K +$186K +1,197 +28%
HI
884
HBK Investments
Texas
$849K +$831K +5,359 New
ALAM
885
Asahi Life Asset Management
Japan
$847K -$44.9K -290 -5%
SG
886
Swarthmore Group
Pennsylvania
$839K -$8.73M -56,300 -91%
MOS
887
MGO One Seven
Ohio
$838K +$310K +2,003 +61%
SJIM
888
St. Johns Investment Management
Florida
$835K +$89.4K +577 +12%
CBT
889
Capital Bank & Trust
California
$834K -$215K -1,388 -21%
NWS
890
Newport Wealth Strategies
California
$828K +$319K +2,060 +68%
IIA
891
IPG Investment Advisors
California
$812K +$795K +5,130 New
Connor, Clark & Lunn Investment Management (CC&L)
892
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$812K +$794K +5,125 New
AW
893
ACG Wealth
Georgia
$811K +$118K +762 +17%
Lido Advisors
894
Lido Advisors
California
$811K +$157K +1,011 +25%
BCWM
895
Blue Chip Wealth Management
Florida
$809K +$38.7K +250 +5%
1WA
896
180 Wealth Advisors
Washington
$804K -$78.7K -508 -9%
SIG
897
Sargent Investment Group
Maryland
$792K
SA
898
Strategic Advisors
New York
$781K +$176K +1,137 +30%
CCA
899
Checchi Capital Advisers
California
$777K -$14.7K -95 -2%
SFSIG
900
San Francisco Sentry Investment Group
California
$771K +$70.2K +453 +10%

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.