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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
KL
1126
KWMG LLC
Kansas
$4K +$3.7K +29 New
SCA
1127
Stuart Chaussee & Associates
California
$3K
LFG
1128
LifePlan Financial Group
Ohio
$3K +$2.93K +23 New
SFM
1129
Signet Financial Management
New Jersey
$2K
TCM
1130
Tradewinds Capital Management
Washington
$2K
FGAM
1131
Financial Gravity Asset Management
Texas
$2K +$128 +1 +10%
CIA
1132
CSat Investment Advisory
Michigan
$2K +$1.79K +14 New
ME
1133
McIlrath & Eck
Washington
$1K -$5.61K -44 -83%
OTC
1134
Opera Trading Capital
France
$1K
PCFFS
1135
Pacific Center for Financial Services
California
$1K
OWA
1136
One Wealth Advisors
California
$1K +$638 +5 New
TC
1137
Trilogy Capital
California
$1K +$638 +5 New
Financial Engines Advisors
1138
Financial Engines Advisors
California
$1K +$893 +7 New
GWA
1139
Guidant Wealth Advisors
Illinois
$1K +$1.28K +10 New
PMG
1140
ProVise Management Group
Florida
$840 +$51K +400 +7%
AFNAS
1141
American Financial Network Advisory Services
California
$793 -$1.28K -10 -10%
NDSI
1142
Newman Dignan & Sheerar Inc
Rhode Island
$356 +$333K +2,607 New
FRA
1143
Front Row Advisors
California
$248 +$1.66K +13 +0.8%
NA
1144
NewEdge Advisors
Louisiana
$244 +$222K +1,737 New
CLM
1145
ClearBridge LLC (Maryland)
Maryland
$121 +$6.25K +49 +6%
WAM
1146
Weiss Asset Management
Massachusetts
-$83.8M -720,248 Closed
BTP
1147
Bloom Tree Partners
New York
-$38.1M -327,537 Closed
Squarepoint
1148
Squarepoint
New York
-$22M -188,984 Closed
QC
1149
Quadrature Capital
United Kingdom
-$18.4M -158,463 Closed
ECM
1150
Element Capital Management
New York
-$15.4M -132,000 Closed

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.