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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
HF
926
HRT Financial
New York
$681K +$667K +4,306 New
FHA
927
Flagship Harbor Advisors
Massachusetts
$680K +$30.2K +195 +5%
GSC
928
G&S Capital
Colorado
$680K +$583K +3,759 +704%
CB
929
CNB Bank
Pennsylvania
$675K +$61.7K +398 +10%
CWM
930
Cornerstone Wealth Management
Missouri
$673K +$471K +3,036 New
FCA
931
FinTrust Capital Advisors
South Carolina
$672K +$54.2K +350 +9%
MWM
932
Mission Wealth Management
California
$668K +$83.5K +539 +15%
IDBONY
933
Israel Discount Bank of New York
New York
$666K -$17.8K -115 -3%
SRC
934
Sage Rhino Capital
California
$663K +$649K +4,188 New
WF
935
Welch & Forbes
Massachusetts
$661K +$12.1K +78 +2%
I
936
INVST
Indiana
$656K -$16K -103 -2%
NDSI
937
Newman Dignan & Sheerar Inc
Rhode Island
$656K -$4.65K -30 -0.7%
WAM
938
Wealthspire Advisors (Maryland)
Maryland
$656K +$25K +161 +4%
GFP
939
Gryphon Financial Partners
Ohio
$643K -$4.65K -30 -0.7%
IP
940
Intellectus Partners
California
$642K -$7.75K -50 -1%
AWM
941
Avior Wealth Management
Nebraska
$640K +$228K +1,470 +57%
IIM
942
Intact Investment Management
Quebec, Canada
$634K
QCM
943
Quest Capital Management
Texas
$633K +$206K +1,331 +50%
SFS
944
Sowell Financial Services
Arkansas
$632K +$70.2K +453 +13%
FIM
945
Freedom Investment Management
Connecticut
$625K -$13.2K -85 -2%
SIM
946
Stratos Investment Management
Ohio
$622K +$609K +3,926 New
AA
947
ALPS Advisors
Colorado
$621K -$1.53M -9,897 -72%
IBOK
948
Independence Bank of Kentucky
Kentucky
$621K -$50.4K -325 -8%
CWM
949
Chesapeake Wealth Management
Virginia
$621K +$329K +2,122 +118%
SCI
950
S&CO Inc
Massachusetts
$617K -$11.2K -72 -2%

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.