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Salesforce
CRM

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: 64 → 80 (+16)

18% more capital invested

Capital invested by funds: $73.3B → $86.5B (+$13.2B)

6% more funds holding

Funds holding: 1,075 → 1,143 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$391M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$314M
4
BlackRock
BlackRock
New York
+$282M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$235M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$844M
2
PC
PointState Capital
New York
-$378M
3
Sands Capital Management
Sands Capital Management
Virginia
-$315M
4
TCM
Tybourne Capital Management
Hong Kong
-$288M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
926
Shine Investment Advisory Services
Colorado
$238K – – –
KA
927
Kaizen Advisory
Illinois
$238K +$139K +1,091 +166%
WA
928
Waverly Advisors
Alabama
$237K +$222K +1,737 New
NFC
929
Northeast Financial Consultants
Connecticut
$232K +$218K +1,706 New
PA
930
Parkside Advisors
California
$231K +$216K +1,692 New
EWA
931
Exencial Wealth Advisors
Oklahoma
$228K +$214K +1,674 New
Fiera Capital (Canada)
932
Fiera Capital (Canada)
Quebec, Canada
$227K +$213K +1,670 New
OIA
933
Optimum Investment Advisors
Illinois
$226K – – –
FWCM
934
Ferguson Wellman Capital Management
Oregon
$226K +$211K +1,654 New
SB
935
Simmons Bank
Arkansas
$225K +$210K +1,645 New
PWPS
936
Pinnacle Wealth Planning Services
Ohio
$222K +$208K +1,627 New
AC
937
Abbrea Capital
California
$221K +$207K +1,620 New
ZIM
938
Zacks Investment Management
Illinois
$221K +$207K +1,623 New
PEA
939
Pacific Edge Advisors
California
$219K +$205K +1,604 New
SAM
940
Seelaus Asset Management
New Jersey
$218K +$203K +1,595 New
HWA
941
Heritage Wealth Advisors
Virginia
$218K +$205K +1,607 New
WP
942
WMS Partners
Maryland
$217K +$203K +1,589 New
DWM
943
Darwin Wealth Management
Florida
$214K – – –
ECM
944
Evergreen Capital Management
Washington
$212K +$198K +1,555 New
CAL
945
Capital Analysts LLC
Pennsylvania
$211K – – –
IWC
946
Integrated Wealth Concepts
Massachusetts
$211K +$192K +1,506 New
CBA
947
Coastal Bridge Advisors
Connecticut
$211K +$197K +1,545 New
PFA
948
Pathway Financial Advisors
Vermont
$209K – – –
PVAM
949
Pacific View Asset Management
California
$209K +$196K +1,539 New
PCM
950
Penserra Capital Management
California
$209K +$196K +1,539 New
36 37
38
39 40

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.