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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
AIA
1051
Avalon Investment & Advisory
Texas
$388K +$380K +2,450 New
SIM
1052
SSI Investment Management
California
$386K +$375K +2,422 New
MFG
1053
Magnus Financial Group
New York
$385K -$69.9K -451 -16%
KMWM
1054
Keudell/Morrison Wealth Management
Oregon
$385K +$377K +2,433 New
FNT
1055
First Nebraska Trust
Nebraska
$384K +$376K +2,425 New
SG
1056
StoneX Group
New York
$384K -$34.9K -225 -8%
LFAS
1057
Level Four Advisory Services
Texas
$383K -$64.6K -417 -15%
HT
1058
Heritage Trust
Oklahoma
$383K +$31K +200 +9%
HCM
1059
Highlander Capital Management
New Jersey
$380K -$31K -200 -8%
QCG
1060
Quadrant Capital Group
Ohio
$369K +$94.7K +611 +34%
AC
1061
Abbrea Capital
California
$368K +$13.2K +85 +4%
GC
1062
Grace Capital
Massachusetts
$368K +$360K +2,321 New
LHC
1063
Little House Capital
Massachusetts
$367K +$103K +664 +40%
QCIG
1064
Quad-Cities Investment Group
Iowa
$366K
RC
1065
Roundview Capital
New Jersey
$365K +$357K +2,306 New
MA
1066
Mutual Advisors
Nebraska
$363K +$10.4K +67 +3%
AFNAS
1067
American Financial Network Advisory Services
California
$360K -$467K -3,010 -56%
HTHT
1068
Hemenway Trust Hemenway Trust
New Hampshire
$360K +$15.5K +100 +5%
LOAMS
1069
Lombard Odier Asset Management (Switzerland)
Switzerland
$359K
HPWM
1070
Highland Private Wealth Management
Washington
$359K +$22K +142 +7%
DDC
1071
DF Dent & Co
Maryland
$356K
GSWM
1072
Golden State Wealth Management
California
$356K +$349K +2,250 New
GEA
1073
Glen Eagle Advisors
New Jersey
$352K +$3.88K +25 +1%
BOPW
1074
Brandywine Oak Private Wealth
Pennsylvania
$352K -$21.5K -139 -6%
RWP
1075
RWA Wealth Partners
Massachusetts
$352K -$3.88K -25 -1%

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.