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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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$157M +$23.5M +184,473 +19%
SO
77
STRS Ohio
Ohio
$156M +$1.63M +12,753 +1%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$156M -$66.4M -520,286 -31%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$155M +$64M +501,757 +79%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$154M +$4.5M +35,264 +3%
Asset Management One
81
Asset Management One
Japan
$153M +$3.6M +28,205 +3%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$152M +$4.54M +35,620 +3%
Barclays
83
Barclays
United Kingdom
$150M -$2.75M -21,556 -2%
FWIA
84
Fort Washington Investment Advisors
Ohio
$144M +$2.59M +20,291 +2%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$144M -$6.25K -49 -0%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$141M -$46.4M -363,692 -26%
O
87
OppenheimerFunds
New York
$141M +$131M +1,027,382 +13,746%
RJA
88
Raymond James & Associates
Florida
$139M +$21.7M +169,804 +20%
EVM
89
Eaton Vance Management
Massachusetts
$139M -$92.4M -723,899 -42%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$132M +$2.78M +21,776 +2%
William Blair & Company
91
William Blair & Company
Illinois
$128M -$5.95M -46,636 -5%
Prudential Financial
92
Prudential Financial
New Jersey
$118M -$3.02M -23,674 -3%
Holocene Advisors
93
Holocene Advisors
New York
$117M +$109M +855,618 New
HSBC Holdings
94
HSBC Holdings
United Kingdom
$112M -$3.32M -25,999 -3%
USAA
95
United Services Automobile Association
Texas
$111M +$19.5M +152,771 +23%
CS
96
Credit Suisse
Switzerland
$110M -$18.8M -147,478 -15%
MCMC
97
Matrix Capital Management Company
New Hampshire
$109M
Dimensional Fund Advisors
98
Dimensional Fund Advisors
Texas
$108M +$7.09M +55,559 +8%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$108M -$1.61M -12,627 -2%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$104M +$425K +3,334 +0.4%

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.