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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
BSPF
1176
British Steel Pension Fund
United Kingdom
-$881K -8,621 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1177
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$613K -5,274 Closed
BBCM
1178
Boardman Bay Capital Management
New York
-$582K -5,000 Closed
CGT
1179
Capital Guardian Trust
California
-$519K -4,465 Closed
Rafferty Asset Management
1180
Rafferty Asset Management
New York
-$515K -4,424 Closed
JT
1181
Jump Trading
Illinois
-$524K -4,107 Closed
MNG
1182
Manning & Napier Group
New York
-$430K -3,705 Closed
EMG
1183
Ellington Management Group
Connecticut
-$407K -3,500 Closed
KI
1184
Koch Industries
Kansas
-$375K -3,227 Closed
Verition Fund Management
1185
Verition Fund Management
Connecticut
-$348K -2,993 Closed
CG
1186
Clinton Group
New York
-$316K -2,716 Closed
CCIA
1187
Campbell & Co Investment Adviser
Maryland
-$314K -2,696 Closed
DIM
1188
DC Investments Management
Virginia
-$312K -2,681 Closed
RWM
1189
RKL Wealth Management
Pennsylvania
-$254K -2,178 Closed
TCM
1190
Traynor Capital Management
Pennsylvania
-$248K -2,138 Closed
LWAC
1191
Laurel Wealth Advisors (California)
California
-$231K -1,987 Closed
ST
1192
Sabal Trust
Florida
-$224K -1,926 Closed
SIM
1193
SSI Investment Management
California
-$206K -1,783 Closed
SLT
1194
St Louis Trust
Missouri
-$206K -1,772 Closed
SMFG
1195
Sumitomo Mitsui Financial Group
Japan
-$195K -1,680 Closed
EF
1196
Empirical Finance
Pennsylvania
-$264K -1,665 Closed
PWAG
1197
Polaris Wealth Advisory Group
California
-$155K -1,332 Closed
CIP
1198
Convergence Investment Partners
Florida
-$131K -1,125 Closed
ED
1199
Exane Derivatives
France
-$127K -998 Closed
FCAG
1200
First Capital Advisors Group
New Jersey
-$86K -742 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.