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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
KTC
1076
Kistler-Tiffany Companies
Pennsylvania
$17K -$5.49K -43 -25%
RIM
1077
Ranger Investment Management
Texas
$17K
KJWM
1078
Kiley Juergens Wealth Management
Washington
$17K +$16.6K +130 New
LWA
1079
Lenox Wealth Advisors
New York
$16K +$12.5K +98 +445%
CWA
1080
Clarus Wealth Advisors
Arizona
$16K +$18K +141 New
AIM
1081
Arcadia Investment Management
Michigan
$15K
MWM
1082
MinichMacGregor Wealth Management
New York
$15K
CWM
1083
Cedar Wealth Management
California
$15K +$14.2K +111 New
AIM
1084
Advantage Investment Management
Iowa
$14K
BRC
1085
Bell Rock Capital
Delaware
$14K
CAL
1086
Capital Advisors Ltd
Ohio
$14K
CCM
1087
Cribstone Capital Management
Maine
$14K
NSB
1088
Norway Savings Bank
Maine
$14K
PG
1089
Patten Group
Tennessee
$14K
BCA
1090
Bay Colony Advisors
Massachusetts
$14K +$12.8K +100 New
MFW
1091
Mosaic Family Wealth
Missouri
$14K +$12.8K +100 New
SAM
1092
Shamrock Asset Management
Texas
$14K +$12.8K +100 New
IAS
1093
IMA Advisory Services
Colorado
$14K +$13K +102 New
WC
1094
Westwind Capital
New Mexico
$13K
M
1095
MOTCO
Texas
$12K
MA
1096
MUFG Americas
New York
$12K
LFA
1097
Legacy Financial Advisors
Kentucky
$12K +$4.34K +34 +71%
CI
1098
Cowen Inc
New York
$11.7K -$4.09M -32,064 -27%
OC
1099
Oakworth Capital
Alabama
$11K
THWM
1100
Taylor Hoffman Wealth Management
Virginia
$11K

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.