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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
FFG
1026
Fortem Financial Group
California
$443K +$62K +400 +17%
AIC
1027
Argus Investors Counsel
New York
$441K +$432K +2,785 New
GT
1028
Glenview Trust
Kentucky
$440K
RC
1029
RegentAtlantic Capital
New Jersey
$440K +$35K +226 +9%
PA
1030
PFG Advisors
Arizona
$439K -$46.5K -300 -10%
HH
1031
Hilltop Holdings
Texas
$438K +$68.5K +442 +19%
BIM
1032
Bridges Investment Management
Nebraska
$436K +$426K +2,750 New
EM
1033
Emancipation Management
New York
$436K +$426K +2,750 New
RWA
1034
Ropes Wealth Advisors
Massachusetts
$435K
WAG
1035
Winthrop Advisory Group
Massachusetts
$425K +$15.5K +100 +4%
CCA
1036
Cobblestone Capital Advisors
New York
$424K -$57.3K -370 -12%
HI
1037
Horizon Investments
North Carolina
$424K +$415K +2,680 New
HB
1038
Homrich & Berg
Georgia
$422K +$34.1K +220 +9%
MFG
1039
Merit Financial Group
Georgia
$415K +$38.3K +247 +10%
NSB
1040
Norway Savings Bank
Maine
$413K -$2.33K -15 -0.6%
ACI
1041
Alpha Cubed Investments
California
$407K +$16.7K +108 +4%
CWAG
1042
Compton Wealth Advisory Group
Virginia
$406K
RCAG
1043
Rehmann Capital Advisory Group
Michigan
$405K +$31.3K +202 +9%
FC
1044
Ferris Capital
Massachusetts
$399K -$775 -5 -0.2%
MSR
1045
Main Street Research
Connecticut
$397K +$35.8K +231 +10%
VNA
1046
Valley National Advisers
Pennsylvania
$396K -$83.5K -539 -18%
ATFA
1047
All Terrain Financial Advisors
Minnesota
$396K
FCA
1048
FLC Capital Advisors
California
$395K +$49K +316 +14%
TFGT
1049
TS Financial Group (TSFG)
Illinois
$389K +$380K +2,454 New
PL
1050
Plancorp LLC
Missouri
$388K -$109K -702 -22%

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.