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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
BS
901
Bessemer Securities
New York
$760K
NSIM
902
North Star Investment Management
Illinois
$750K +$710K +4,582 +2,937%
AWM
903
Altium Wealth Management
New York
$749K -$44.8K -289 -6%
WCA
904
Westover Capital Advisors
Delaware
$742K +$465K +2,999 +178%
Capstone Investment Advisors
905
Capstone Investment Advisors
New York
$740K +$724K +4,670 New
MC
906
Miles Capital
Iowa
$735K -$25.9K -167 -3%
CAM
907
Cresset Asset Management
Illinois
$734K +$259K +1,669 +56%
GBT
908
Grove Bank & Trust
Florida
$731K +$66.2K +427 +10%
CCM
909
Compton Capital Management
Rhode Island
$730K -$166K -1,071 -19%
BWM
910
Buckley Wealth Management
Nevada
$722K +$706K +4,556 New
BUB
911
BBVA USA Bancshares
Texas
$719K +$65.4K +422 +10%
1SB
912
1ST Source Bank
Indiana
$711K -$35K -226 -5%
ACM
913
Allred Capital Management
Texas
$710K -$24.8K -160 -3%
EFS
914
Essex Financial Services
Connecticut
$707K +$50.4K +325 +8%
WAS
915
WESPAC Advisors SoCal
California
$706K +$667K +4,305 +2,760%
EAM
916
Eagle Asset Management
Florida
$703K +$46.5K +300 +7%
ANB
917
Amarillo National Bank
Texas
$699K
FMLI
918
Fukoku Mutual Life Insurance
Japan
$697K -$1.83M -11,800 -73%
LCM
919
Laurion Capital Management
New York
$696K +$681K +4,395 New
LB
920
Legacy Bridge
Iowa
$692K +$15.5K +100 +2%
AGA
921
Accuvest Global Advisors
Utah
$692K +$677K +4,369 New
ATC
922
Argent Trust Co
Tennessee
$690K -$3.41K -22 -0.5%
LCAM
923
London & Capital Asset Management
United Kingdom
$689K +$176K +1,133 +35%
WWM
924
Western Wealth Management
Colorado
$683K -$55.2K -356 -8%
MA
925
Montag & Associates
Georgia
$683K -$4.65K -30 -0.7%

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.