We are live on ! Find out more
CRM icon

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
D.E. Shaw & Co
1151
D.E. Shaw & Co
New York
$261K -$3.03M -19,557 -92%
PA
1152
Parkside Advisors
California
$261K
SVCP
1153
Silicon Valley Capital Partners
California
$258K +$253K +1,630 New
TC
1154
TownSquare Capital
Utah
$256K -$1.71K -11 -0.7%
AIM
1155
Axiom Investment Management
New York
$255K +$248K +1,600 New
HWA
1156
Heritage Wealth Advisors
Virginia
$255K
BO
1157
BRR OpCo
Ohio
$254K +$249K +1,606 New
OPFM
1158
Optimus Prime Fund Management
Cayman Islands
$253K +$248K +1,600 New
AF
1159
Advisornet Financial
Minnesota
$252K +$123K +792 +99%
NC
1160
NewSquare Capital
Pennsylvania
$252K +$246K +1,590 New
PFPT
1161
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K -$175K -1,127 -42%
CPA
1162
Clear Perspective Advisors
Illinois
$250K +$244K +1,574 New
PRC
1163
Pearl River Capital
Michigan
$250K +$244K +1,576 New
FFG
1164
Frisch Financial Group
New York
$247K -$36.6K -236 -13%
WBC
1165
West Branch Capital
Massachusetts
$246K +$240K +1,551 New
CIP
1166
Convergence Investment Partners
Florida
$246K +$241K +1,553 New
UCMOK
1167
United Capital Management of KS
Kansas
$245K +$238K +1,533 New
JCM
1168
Jacobi Capital Management
Pennsylvania
$244K -$3.1K -20 -1%
SVWA
1169
Sound View Wealth Advisors
Georgia
$243K -$17.7K -114 -7%
PFA
1170
Pathway Financial Advisors
Vermont
$243K
EA
1171
Emerald Advisers
Pennsylvania
$242K +$237K +1,528 New
DCM
1172
Donaldson Capital Management
Indiana
$239K -$23.9K -154 -9%
GCAC
1173
Guardian Capital Advisors (Canada)
Ontario, Canada
$239K +$237K +1,530 New
NME
1174
Notis-McConarty Edward
$238K
PI
1175
Parkside Investments
Illinois
$237K -$77.5K -500 -25%

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.