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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
DSC
1001
Duncker Streett & Co
Missouri
$68K +$12.8K +100 +25%
HCM
1002
Highlander Capital Management
New Jersey
$68K +$63.8K +500 New
LWM
1003
Lenox Wealth Management
Ohio
$66K -$2.04K -16 -3%
RFA
1004
Reilly Financial Advisors
California
$66K
SFG
1005
SevenBridge Financial Group
Pennsylvania
$66K +$10.8K +85 +21%
HI
1006
Hudock Inc
Pennsylvania
$65K -$18.4K -144 -23%
HDIM
1007
Hanson & Doremus Investment Management
Vermont
$61K
FPFS
1008
First Personal Financial Services
North Carolina
$60K -$191K -1,501 -77%
KPCM
1009
Kings Point Capital Management
New York
$60K
RE
1010
RBC Europe
United Kingdom
$59.1K +$1.91K +15 +4%
GFP
1011
Gryphon Financial Partners
Ohio
$58K +$25.1K +197 +86%
AA
1012
Apriem Advisors
California
$58K +$54.2K +425 New
DWM
1013
Destination Wealth Management
California
$57K -$35.7K -280 -40%
Cohen & Steers
1014
Cohen & Steers
New York
$56K -$1.53K -12 -3%
BWP
1015
Baldwin Wealth Partners
Massachusetts
$56K
EMG
1016
ETF Managers Group
New Jersey
$54.3K -$3.68M -28,878 -87%
BDWM
1017
Brewin Dolphin Wealth Management
Ireland
$52.5K
MCM
1018
Manchester Capital Management
Vermont
$52K +$10.2K +80 +27%
AF
1019
Advisornet Financial
Minnesota
$51K +$8.29K +65 +21%
IFAM
1020
Institutional & Family Asset Management
Colorado
$49K +$14K +110 +44%
SMFS
1021
Squar Milner Financial Services
California
$49K +$46.1K +361 New
WPA
1022
West Paces Advisors
Georgia
$48.3K +$1.66K +13 +4%
CPIG
1023
Chicago Partners Investment Group
Illinois
$48K
Lazard Asset Management
1024
Lazard Asset Management
New York
$47K
SIM
1025
Sonora Investment Management
Arizona
$46K

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.