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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
CT
1101
Clearstead Trust
Maine
$11K +$10.2K +80 New
HCM
1102
Hilton Capital Management
New York
$11K +$10.2K +80 New
FCFS
1103
First Command Financial Services
Texas
$10K -$1.02K -8 -10%
FCB
1104
First Command Bank
Texas
$10K
PO
1105
Private Ocean
California
$10K
C
1106
Cerebellum
California
$9K -$163K -1,276 -95%
LGWM
1107
Litman Gregory Wealth Management
California
$8K
MCM
1108
MV Capital Management
Maryland
$8K
PK
1109
Pflug Koory
Nebraska
$8K
MPWT
1110
MassMutual Private Wealth & Trust
Connecticut
$7.5K -$16.2K -127 -70%
WF
1111
WealthTrust Fairport
Ohio
$7K -$46.6K -365 -87%
CJA
1112
C-J Advisory
California
$7K -$2.3K -18 -26%
OGC
1113
Oak Grove Capital
New Hampshire
$7K
VIA
1114
Vantage Investment Advisors
Pennsylvania
$7K
WA
1115
WealthTrust-Arizona
Arizona
$7K
TAIM
1116
TD Ameritrade Investment Management
Nebraska
$7K +$6.76K +53 New
WOC
1117
West Oak Capital
California
$6.82K
CFC
1118
Coyle Financial Counsel
Illinois
$6K +$5.23K +41 New
AIM
1119
Anchor Investment Management
South Carolina
$5.73K
MFBTD
1120
MB Financial Bank - Trust Department
Illinois
$5K
AC
1121
Avestar Capital
New York
$5K +$4.21K +33 +132%
PSC
1122
Prentiss Smith & Co
Vermont
$5K +$4.46K +35 New
AWM
1123
AllSquare Wealth Management
New York
$5K +$5.1K +40 New
RBC
1124
Roble Belko & Company
Pennsylvania
$4K
RFM
1125
Royal Fund Management
Florida
$4K +$2.55K +20 +200%

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.