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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
FSA
951
Franklin Street Advisors
North Carolina
$208K +$195K +1,527 New
EGM
952
Engineers Gate Manager
New York
$205K -$8M -62,727 -98%
HM
953
Harvest Management
New York
$205K +$191K +1,500 New
PCA
954
Peddock Capital Advisors
Massachusetts
$188K -$2.55K -20 -1%
LNB
955
Ledyard National Bank
$185K +$10.2K +80 +6%
WIM
956
Westside Investment Management
California
$183K +$12.8K +100 +8%
Carson Wealth (CWM LLC)
957
Carson Wealth (CWM LLC)
Nebraska
$180K +$82.3K +645 +96%
OIA
958
OneDigital Investment Advisors
Kansas
$172K +$123K +965 +328%
QCG
959
Quadrant Capital Group
Ohio
$169K +$11K +86 +7%
TFA
960
Transamerica Financial Advisors
Florida
$165K -$2.95M -23,148 -95%
EA
961
Edge Advisors
Georgia
$165K
PCG
962
Private Capital Group
Connecticut
$163K +$8.68K +68 +6%
GWM
963
Geneos Wealth Management
Colorado
$158K +$28.2K +221 +24%
AIA
964
Arcadia Investment Advisors
Idaho
$153K
TWA
965
TCI Wealth Advisors
Arizona
$151K +$27.2K +213 +24%
First Manhattan
966
First Manhattan
New York
$150K +$12.8K +100 +10%
SBL
967
Sargent Bickham Lagudis
Colorado
$146K
BBHC
968
Brown Brothers Harriman & Co
New York
$146K +$17.4K +136 +15%
AOWM
969
Alpha Omega Wealth Management
Virginia
$145K +$6.38K +50 +5%
AWM
970
Aevitas Wealth Management
Massachusetts
$137K +$128K +1,000 +12,500%
IWP
971
Icon Wealth Partners
Texas
$127K -$5.61K -44 -5%
JCM
972
Jacobi Capital Management
Pennsylvania
$127K +$25.8K +202 +28%
GBBWRPM
973
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K
TL
974
TrueWealth LLC
Georgia
$119K
HFM
975
Hartford Financial Management
Connecticut
$114K

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.