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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
ACM
1126
Aviance Capital Management
Florida
$290K -$25K -161 -8%
NERM
1127
New England Research & Management
Illinois
$289K +$283K +1,825 New
BCCM
1128
Bridge Creek Capital Management
Massachusetts
$288K +$19.1K +123 +7%
MFW
1129
Meristem Family Wealth
Minnesota
$287K
SBSB
1130
Sullivan, Bruyette, Speros & Blaney
Virginia
$286K +$279K +1,803 New
AFM
1131
Abbot Financial Management
Massachusetts
$285K +$23.3K +150 +9%
NF
1132
Nikulski Financial
Iowa
$283K +$12.4K +80 +5%
RMCM
1133
Reynders McVeigh Capital Management
Massachusetts
$282K +$2.33K +15 +0.8%
BPA
1134
Beacon Pointe Advisors
California
$279K -$211K -1,363 -44%
DWA
1135
Dougherty Wealth Advisers
Minnesota
$279K
GFS
1136
GYL Financial Synergies
Connecticut
$274K -$6.36K -41 -2%
KIA
1137
Kopp Investment Advisors
Minnesota
$273K +$465 +3 +0.2%
Cetera Investment Advisers
1138
Cetera Investment Advisers
Illinois
$271K +$12.4K +80 +5%
VC
1139
Voit & Company
Wisconsin
$271K +$20.9K +135 +9%
SIA
1140
Starfire Investment Advisers
Michigan
$271K +$266K +1,716 New
SIAS
1141
Shine Investment Advisory Services
Colorado
$268K +$23.6K +152 +10%
M
1142
Mirova
France
$268K +$137K +885 +109%
WI
1143
Wintrust Investments
Illinois
$268K +$262K +1,693 New
PFS
1144
Prospera Financial Services
Texas
$267K +$261K +1,683 New
FWCM
1145
Ferguson Wellman Capital Management
Oregon
$266K
FMT
1146
First Mercantile Trust
Tennessee
$265K -$56K -361 -18%
FSA
1147
Franklin Street Advisors
North Carolina
$264K +$5.74K +37 +2%
EF
1148
Empirical Finance
Pennsylvania
$264K +$258K +1,665 New
PCM
1149
Palisade Capital Management
New Jersey
$264K +$258K +1,667 New
BWL
1150
Bogart Wealth LLC
Virginia
$263K +$63.5K +410 +33%

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.