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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
CFG
951
CMC Financial Group
Georgia
$617K +$4.34K +28 +0.7%
CAM
952
CenterStar Asset Management
Illinois
$616K
NFC
953
Northeast Financial Consultants
Connecticut
$614K +$601K +3,877 New
HMS
954
Hanseatic Management Services
New Mexico
$606K +$593K +3,825 New
BCM
955
BTC Capital Management
Iowa
$602K +$85.7K +553 +17%
LCM
956
Landscape Capital Management
New Jersey
$595K -$2.42M -15,617 -81%
SIG
957
Sky Investment Group
Connecticut
$595K
BW
958
Bison Wealth
Georgia
$594K +$49.6K +320 +9%
S
959
SignatureFD
Georgia
$593K +$58.1K +375 +11%
Group One Trading
960
Group One Trading
Illinois
$592K +$580K +3,740 New
QI
961
Qtron Investments
Massachusetts
$589K -$1.4K -9 -0.2%
SFG
962
Summit Financial Group
West Virginia
$587K -$31K -200 -5%
CGL
963
Clarius Group LLC
Washington
$585K +$301K +1,944 +111%
CAM
964
Concorde Asset Management
Michigan
$585K +$572K +3,689 New
SBIA
965
Sheaff Brock Investment Advisors
Indiana
$583K +$77.5K +500 +16%
BDS
966
Banco de Sabadell
Florida
$578K +$310K +2,000 +118%
JFGIW
967
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$576K -$18K -116 -3%
BEC
968
Blue Edge Capital
Virginia
$574K +$562K +3,623 New
BRWM
969
B. Riley Wealth Management
Tennessee
$573K -$346K -2,233 -38%
WSFS
970
Wilmington Savings Fund Society
Delaware
$572K +$121K +780 +28%
TCM
971
Teza Capital Management
Illinois
$572K +$559K +3,609 New
CP
972
Camelot Portfolios
Ohio
$567K -$225K -1,449 -29%
PAS
973
Partnervest Advisory Services
California
$566K -$6.04K -39 -1%
IR
974
Invictus RG
Bermuda
$557K +$545K +3,518 New
PGFC
975
Peapack-Gladstone Financial Corp
New Jersey
$555K +$15.5K +100 +3%

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.