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
PEA
1176
Pacific Edge Advisors
California
$237K -$16.3K -105 -7%
XS
1177
XR Securities
Illinois
$236K +$231K +1,489 New
MHS
1178
M Holdings Securities
Oregon
$231K +$226K +1,461 New
PT
1179
Plimoth Trust
Massachusetts
$230K -$136K -880 -38%
1IA
1180
1834 Investment Advisors
Wisconsin
$230K
YIA
1181
YHB Investment Advisors
Connecticut
$230K +$225K +1,454 New
SFSG
1182
Stearns Financial Services Group
North Carolina
$229K +$224K +1,445 New
CBTWT
1183
Community Bank & Trust (Waco, Texas)
Texas
$229K +$224K +1,446 New
AHB
1184
Abner Herrman & Brock
New Jersey
$228K -$157K -1,010 -41%
FHC
1185
First Heartland Consultants
Missouri
$228K -$55.8K -360 -20%
CA
1186
Capital Advantage
California
$227K +$222K +1,432 New
LC
1187
Lindbrook Capital
California
$226K +$20.8K +134 +10%
PWAG
1188
Polaris Wealth Advisory Group
California
$223K +$214K +1,382 New
VWA
1189
V Wealth Advisors
Kansas
$222K +$214K +1,380 New
FMWA
1190
Forvis Mazars Wealth Advisors
Missouri
$222K +$217K +1,400 New
UIA
1191
UBP Investment Advisors
Switzerland
$222K +$217K +1,400 New
HCM
1192
HMS Capital Management
Tennessee
$221K -$337K -2,172 -61%
9WM
1193
9258 Wealth Management
Ohio
$219K +$214K +1,382 New
NIT
1194
NumerixS Investment Technologies
British Columbia, Canada
$218K +$217K +1,400 New
HIC
1195
Holderness Investments Company
North Carolina
$216K +$212K +1,365 New
SG
1196
Somerset Group
Minnesota
$215K +$211K +1,359 New
Verition Fund Management
1197
Verition Fund Management
Connecticut
$215K +$211K +1,359 New
IF
1198
IRON Financial
Illinois
$214K -$310K -2,000 -60%
RIG
1199
Renaissance Investment Group
Massachusetts
$214K +$209K +1,350 New
JF
1200
JSF Financial
California
$213K +$208K +1,343 New

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.