We are live on ! Find out more
CRM icon

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
MIM
1001
Marco Investment Management
Georgia
$490K +$480K +3,095 New
FUBT
1002
First United Bank & Trust
Maryland
$487K +$184K +1,190 +63%
PCM
1003
Penserra Capital Management
California
$485K -$62.2K -401 -12%
SWA
1004
Stratos Wealth Advisors
Ohio
$485K +$15.5K +100 +3%
GWMIA
1005
Global Wealth Management Investment Advisory
Florida
$482K -$35.3K -228 -7%
NEIRG
1006
New England Investment & Retirement Group
Massachusetts
$482K +$472K +3,046 New
FFC
1007
First Financial Corp
Indiana
$478K -$28.7K -185 -6%
ACM
1008
ADI Capital Management
New York
$475K -$1.86M -12,000 -80%
PC
1009
Permanens Capital
New York
$475K +$465K +3,000 New
CDH
1010
Charles D. Hyman
$472K
GIA
1011
Gladstone Institutional Advisory
Florida
$469K +$120K +773 +35%
CS
1012
Comerica Securities
Michigan
$469K +$195K +1,255 +74%
CAN
1013
Claraphi Advisory Network
United States
$469K +$220K +1,421 +92%
ISL
1014
Ingalls & Snyder LLC
New York
$465K +$15.8K +102 +4%
WT
1015
Washington Trust
Rhode Island
$463K -$28.7K -185 -6%
CAG
1016
Crestwood Advisors Group
Massachusetts
$461K +$63.1K +407 +16%
AWA
1017
ARS Wealth Advisors
Florida
$460K +$32.5K +210 +8%
TFS
1018
Thoroughbred Financial Services
Tennessee
$460K +$121K +783 +37%
FAIM
1019
Financial Advocates Investment Management
Washington
$457K +$51.9K +335 +13%
MAFM
1020
Mid Atlantic Financial Management
Pennsylvania
$457K +$188K +1,210 +72%
CBU
1021
CIBC Bank USA
Illinois
$455K -$1.86K -12 -0.4%
MWP
1022
MYCIO Wealth Partners
Pennsylvania
$449K
TST
1023
Tech Square Trading
Massachusetts
$449K +$106K +685 +32%
NL
1024
NWAM LLC
Washington
$447K +$29.8K +192 +7%
PWP
1025
Principle Wealth Partners
Connecticut
$445K +$26K +168 +6%

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.