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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
WCM
1076
Whitener Capital Management
North Carolina
$350K +$15.5K +100 +5%
MPPLM
1077
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$350K +$342K +2,209 New
GLI
1078
Guardian Life Insurance
New York
$349K +$9.77K +63 +3%
HCM
1079
Hengehold Capital Management
Ohio
$348K -$9.3K -60 -3%
NJBEST
1080
New Jersey Better Educational Savings Trust
New Jersey
$348K +$31K +200 +10%
CA
1081
Calton & Associates
Florida
$346K +$29K +187 +9%
KTC
1082
Kistler-Tiffany Companies
Pennsylvania
$346K +$215K +1,384 +173%
BBHC
1083
Brown Brothers Harriman & Co
New York
$341K +$135K +871 +68%
VFPI
1084
Vantage Financial Partners (Illinois)
Illinois
$340K +$38.7K +250 +13%
LSAG
1085
Lake Street Advisors Group
New Hampshire
$340K -$19.5K -126 -6%
RPC
1086
Rossmore Private Capital
Connecticut
$340K +$19.1K +123 +6%
P
1087
&Partners
Tennessee
$340K +$70.7K +456 +27%
BDF
1088
Balasa Dinverno & Foltz
$338K +$25.9K +167 +8%
SP
1089
Symmetry Partners
Connecticut
$337K +$330K +2,131 New
FANJ
1090
Financial Architects (New Jersey)
New Jersey
$335K +$52.7K +340 +19%
HKAM
1091
Horizon Kinetics Asset Management
New York
$334K +$328K +2,113 New
CIM
1092
CIM Investment Management
Pennsylvania
$333K
QCM
1093
Quantinno Capital Management
New York
$332K -$132K -849 -29%
CL
1094
CPWM LLC
Washington
$332K -$3.56K -23 -1%
ZIM
1095
Zacks Investment Management
Illinois
$332K +$325K +2,095 New
SEC
1096
Seven Eight Capital
New York
$332K +$325K +2,096 New
C
1097
Cerebellum
California
$330K +$123K +796 +62%
HA
1098
Harfst & Associates
Wyoming
$329K +$8.68K +56 +3%
DC
1099
DeDora Capital
California
$327K +$320K +2,062 New
AF
1100
Allworth Financial
California
$326K

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.