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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
EARNEST Partners
1026
EARNEST Partners
Georgia
$46K +$4.46K +35 +12%
WA
1027
WP Advisors
California
$45K +$42.1K +330 New
AssetMark Inc
1028
AssetMark Inc
California
$44K
PCTC
1029
Perkins Coie Trust Company
Washington
$44K
ACS
1030
Archford Capital Strategies
Illinois
$44K +$12K +94 +41%
AAP
1031
Arax Advisory Partners
Colorado
$44K +$21.9K +172 +110%
JG
1032
Jefferies Group
New York
$43K -$22.6M -177,478 -100%
PCP
1033
Proficio Capital Partners
Massachusetts
$42K -$255 -2 -0.6%
WAP
1034
Wealthcare Advisory Partners
Pennsylvania
$42K +$8.04K +63 +26%
PGWM
1035
Parisi Gray Wealth Management
New Jersey
$41K
PCA
1036
Providence Capital Advisors
North Carolina
$40K
RA
1037
Rational Advisors
New York
$39K -$6.38K -50 -15%
CB
1038
Community Bank
New York
$39K
TG
1039
TLP Group
Illinois
$38K -$105K -822 -75%
TFO
1040
Tarbox Family Office
California
$37K +$638 +5 +2%
ATC
1041
Adirondack Trust Company
New York
$37K +$1.91K +15 +6%
ACA
1042
Atlas Capital Advisors
Wyoming
$35.1K
LJHT
1043
Laurie J. Hall Trustee
$34K
BWA
1044
BDO Wealth Advisors
Florida
$34K +$31.9K +250 New
ECM
1045
Exchange Capital Management
Michigan
$34K +$31.9K +250 New
PFO
1046
Pathstone Family Office
New Jersey
$33K -$23.1K -181 -43%
CHP
1047
Cable Hill Partners
Oregon
$33K +$3.44K +27 +12%
AIS
1048
AlphaOne Investment Services
Pennsylvania
$32K -$596K -4,671 -95%
LA
1049
Legacy Advisors
Pennsylvania
$31K
MUS
1050
Mitsubishi UFJ Securities
Japan
$31K +$29.3K +230 New

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.