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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
CAM
976
CenterStar Asset Management
Illinois
$113K
CFA
977
Carroll Financial Associates
North Carolina
$112K
Fuller & Thaler Asset Management
978
Fuller & Thaler Asset Management
California
$109K
MSE
979
MUFG Securities EMEA
United Kingdom
$108K -$920K -7,210 -90%
WTB
980
Washington Trust Bank
Washington
$103K -$3.19K -25 -3%
FANJ
981
Financial Architects (New Jersey)
New Jersey
$100K +$55.1K +432 +144%
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$97K +$4.34K +34 +5%
PCM
983
Poehling Capital Management
Wisconsin
$95K
PFBT
984
Parkside Financial Bank & Trust
Missouri
$94K +$4.46K +35 +5%
T2I
985
Turim 21 Investimentos
Brazil
$90K +$83.8K +657 New
FIB
986
First Interstate Bank
Montana
$89K
FHA
987
First Horizon Advisors
Tennessee
$87K -$638 -5 -0.8%
BCM
988
Blume Capital Management
California
$82K -$10.2K -80 -12%
MGIA
989
Moneta Group Investment Advisors
Missouri
$82K +$63.7K +499 +499%
TAM
990
Trust Asset Management
Texas
$82K +$76.5K +600 New
PC
991
Polar Capital
United Kingdom
$81.1K +$12.5M +98,227 +20%
JA
992
JOYN Advisors
Georgia
$80K +$40.7K +319 +120%
GEA
993
Glen Eagle Advisors
New Jersey
$79.1K +$1.02K +8 +1%
CPA
994
Clear Perspective Advisors
Illinois
$78K +$73.4K +575 New
PMFA
995
Plante Moran Financial Advisors
Michigan
$76K -$12.6K -99 -15%
RFWA
996
RPg Family Wealth Advisory
Massachusetts
$73.2K
WAM
997
Watermark Asset Management
California
$70K
B
998
Bridgeworth
Alabama
$70K +$65.7K +515 New
GSC
999
G&S Capital
Colorado
$68K
HRC
1000
Hoertkorn Richard Charles
$68K

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.