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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
HPWM
901
Highland Private Wealth Management
Washington
$278K +$260K +2,040 New
TF
902
Tompkins Financial
New York
$277K -$17.2K -135 -6%
PAS
903
Park Avenue Securities
New York
$276K -$357K -2,799 -59%
JFL
904
Jarislowsky, Fraser Ltd
Quebec, Canada
$275K +$258K +2,022 New
AC
905
Alley Company
Illinois
$273K
BDS
906
Banco de Sabadell
Florida
$272K +$255K +2,000 New
RPC
907
Rossmore Private Capital
Connecticut
$270K +$18.8K +147 +8%
GLI
908
Guardian Life Insurance
New York
$264K +$45.8K +359 +23%
IG
909
ING Group
Netherlands
$263K +$246K +1,925 New
ISL
910
Ingalls & Snyder LLC
New York
$263K +$246K +1,926 New
HA
911
Harfst & Associates
Wyoming
$261K +$16.1K +126 +7%
CCM
912
Coldstream Capital Management
Washington
$261K +$24.2K +190 +11%
SLF
913
Sun Life Financial
Ontario, Canada
$261K +$198K +1,552 +426%
CF
914
Centaurus Financial
California
$260K +$244K +1,909 New
HCM
915
Hengehold Capital Management
Ohio
$258K
HFM
916
Harvest Fund Management
China
$258K +$107K +841 +80%
HB
917
Homrich & Berg
Georgia
$254K +$238K +1,864 New
SWA
918
Sutton Wealth Advisors
Florida
$254K
PAM
919
Paradigm Asset Management
New York
$252K
IWM
920
IHT Wealth Management
Illinois
$252K +$17.5K +137 +8%
JFA
921
JNBA Financial Advisors
Minnesota
$249K
MYIA
922
Mount Yale Investment Advisors
Colorado
$246K +$8.04K +63 +4%
MFW
923
Meristem Family Wealth
Minnesota
$244K
AAM
924
American Asset Management
Florida
$243K
TMAM
925
Tokio Marine Asset Management
Japan
$240K -$116K -913 -34%

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.