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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
PFGIA
1201
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$176K +1,137 +560%
OCM
1202
One Capital Management
California
$211K +$206K +1,330 New
BWM
1203
Baystate Wealth Management
Massachusetts
$210K -$3.41K -22 -2%
BTW
1204
Boston Trust Walden
Massachusetts
$208K +$204K +1,313 New
RIS
1205
Retirement Income Solutions
Michigan
$208K +$204K +1,316 New
SLF
1206
Sun Life Financial
Ontario, Canada
$207K -$120K -777 -37%
CFA
1207
Carroll Financial Associates
North Carolina
$207K +$40K +258 +25%
BB
1208
Busey Bank
Illinois
$206K -$54.2K -350 -21%
BCM
1209
Bridgeway Capital Management
Texas
$206K +$201K +1,300 New
PTC
1210
Petrus Trust Company
Texas
$206K +$202K +1,302 New
FFN
1211
Focus Financial Network
Minnesota
$204K +$199K +1,287 New
IIC
1212
Integrated Investment Consultants
Michigan
$203K -$254K -1,640 -56%
CBFP
1213
Cedar Brook Financial Partners
Ohio
$203K +$198K +1,280 New
AT
1214
Arden Trust
Delaware
$202K +$198K +1,278 New
KCPG
1215
Kavar Capital Partners Group
Kansas
$200K +$196K +1,266 New
First Manhattan
1216
First Manhattan
New York
$198K +$25K +161 +15%
TWA
1217
TCI Wealth Advisors
Arizona
$195K -$2.94K -19 -2%
PCA
1218
Peddock Capital Advisors
Massachusetts
$190K
TL
1219
TrueWealth LLC
Georgia
$186K
PCP
1220
Proficio Capital Partners
Massachusetts
$186K +$115K +739 +169%
YWP
1221
YorkBridge Wealth Partners
New York
$185K -$7.75K -50 -4%
GWM
1222
Geneos Wealth Management
Colorado
$179K -$3.41K -22 -2%
SBL
1223
Sargent Bickham Lagudis
Colorado
$178K -$12.4K -80 -7%
LWM
1224
Lenox Wealth Management
Ohio
$173K -$1.86K -12 -1%
FRA
1225
Front Row Advisors
California
$170K

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.