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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
PW
1051
Price Wealth
Texas
$30K +$12.8K +100 +83%
ANBT
1052
American National Bank & Trust
Texas
$29K
MSA
1053
Marino Stram & Associates
Massachusetts
$29K +$26.9K +211 New
BAM
1054
Barrett Asset Management
New York
$27K
FCMT
1055
Founders Capital Management (Texas)
Texas
$27K
RAM
1056
Riggs Asset Management
Pennsylvania
$27K
OSNBOA
1057
Old Second National Bank of Aurora
Illinois
$27K +$25.5K +200 New
EFSCE
1058
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$893 -7 -4%
CAC
1059
Certified Advisory Corp
Florida
$26K
BC
1060
Bartlett & Co
Ohio
$25K
CA
1061
Crewe Advisors
Utah
$25K +$23K +180 New
BCWM
1062
Bartlett & Co Wealth Management
Ohio
$24.6K
CHC
1063
City Holding Co
West Virginia
$24K
MSFP
1064
Mark Sheptoff Financial Planning
Connecticut
$24K
PA
1065
Perennial Advisors
New York
$24K
VCM
1066
Versant Capital Management
Arizona
$24K +$3.32K +26 +17%
AWM
1067
Avior Wealth Management
Nebraska
$23K -$1.53K -12 -7%
TFA
1068
Toth Financial Advisory
Virginia
$22K
CGI
1069
CI Global Investments
California
$22K +$2.55K +20 +14%
BWM
1070
Baystate Wealth Management
Massachusetts
$21K +$6.38K +50 +53%
LF
1071
Lee Financial
Texas
$20K +$893 +7 +5%
GRP
1072
Global Retirement Partners
California
$20K +$12.5K +98 +196%
ADL
1073
Asset Dedication LLC
California
$19K
GWS
1074
Glassman Wealth Services
Virginia
$19K +$2.17K +17 +14%
HL
1075
Harding Loevner
New Jersey
$18K

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.