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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
APP
976
Avantax Planning Partners
Iowa
$551K +$148K +955 +38%
EWA
977
Exencial Wealth Advisors
Oklahoma
$547K +$43.4K +280 +9%
PAS
978
Park Avenue Securities
New York
$546K +$52.7K +340 +11%
CCM
979
Coldstream Capital Management
Washington
$544K +$94.2K +608 +22%
BCM
980
Bluefin Capital Management
New York
$542K +$531K +3,424 New
FPA
981
First Pacific Advisors
California
$538K
OIA
982
Optimum Investment Advisors
Illinois
$538K +$262K +1,690 +99%
WA
983
WESPAC Advisors
California
$534K +$81.8K +528 +18%
PWMG
984
Prestige Wealth Management Group
New Jersey
$532K -$153K -985 -23%
AL
985
Aspiriant LLC
California
$532K +$79K +510 +18%
IWM
986
IHT Wealth Management
Illinois
$532K +$188K +1,213 +56%
BCA
987
Berman Capital Advisors
Georgia
$517K +$40.5K +261 +9%
LWAC
988
Laurel Wealth Advisors (California)
California
$516K +$24.2K +156 +5%
CAW
989
Cornerstone Advisors (Washington)
Washington
$513K +$29.4K +190 +6%
RFO
990
RiverGlades Family Offices
Florida
$511K +$500K +3,225 New
BSW
991
Buckingham Strategic Wealth
Missouri
$510K +$27.6K +178 +6%
AFM
992
Andesa Financial Management
Pennsylvania
$510K +$269K +1,734 +116%
CFA
993
Cahill Financial Advisors
Minnesota
$507K -$23.3K -150 -4%
CPIA
994
Cornell Pochily Investment Advisors
New York
$506K -$34.1K -220 -6%
AB
995
Atlas Brown
Kentucky
$502K -$96.9K -625 -16%
ST
996
Smithfield Trust
Pennsylvania
$502K +$17.8K +115 +4%
MIM
997
Moseley Investment Management
Florida
$502K +$491K +3,170 New
ARTA
998
A.R.T. Advisors
New York
$500K -$1.46M -9,400 -75%
MCM
999
MAI Capital Management
Ohio
$498K -$152K -979 -24%
SC
1000
Savant Capital
Illinois
$495K +$10.8K +70 +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.