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Salesforce

1,425 hedge funds and large institutions have $107B invested in Salesforce in 2019 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 712 increasing their positions, 411 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 712 | Existing positions reduced: 411

53% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 100

13% more funds holding in top 10

Funds holding in top 10: 7787 (+10)

8% more capital invested

Capital invested by funds: $99.3B → $107B (+$7.95B)

3% more funds holding

Funds holding: 1,3791,425 (+46)

1.98% less ownership

Funds ownership: 84.42%82.44% (-2%)

13% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $2.38B

Holders
1,425
Holders Change
+46
Holders Change %
+3.34%
% of All Funds
31.25%
Holding in Top 10
87
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.99%
% of All Funds
1.91%
New
153
Increased
712
Reduced
411
Closed
100
Calls
$2.07B
Puts
$2.38B
Net Calls
-$317M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
101
Korea Investment Corp
South Korea
$124M +$3.09M +20,353 +2%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$122M +$125M +819,684 New
PC
103
Polar Capital
United Kingdom
$122M +$51.1M +336,184 +70%
EVM
104
Eaton Vance Management
Massachusetts
$120M +$6.07M +39,929 +5%
Primecap Management
105
Primecap Management
California
$120M +$10.2M +67,300 +9%
Prudential Financial
106
Prudential Financial
New Jersey
$120M +$13.4M +88,035 +12%
National Pension Service
107
National Pension Service
South Korea
$114M +$6.14M +40,395 +6%
OTPPB
108
Ontario Teachers' Pension Plan Board
Ontario, Canada
$113M +$66.9M +440,532 +139%
SHCM
109
Sachem Head Capital Management
New York
$112M -$23.6M -155,000 -17%
NAMA
110
Nikko Asset Management Americas
New York
$112M +$12.7M +83,790 +13%
Canada Life
111
Canada Life
Manitoba, Canada
$111M +$15.5M +101,696 +16%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$109M +$12.8M +83,910 +13%
MSV
113
MN Services Vermogensbeheer
Netherlands
$109M +$51.7M +340,373 +87%
CG
114
Carmignac Gestion
France
$108M +$111M +728,831 New
NSLI
115
Nan Shan Life Insurance
Taiwan
$107M +$10.3M +67,845 +10%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$105M +$19.5M +128,616 +22%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$105M +$2.14M +14,109 +2%
BNP Paribas Asset Management
118
BNP Paribas Asset Management
France
$103M +$68.3M +449,422 +184%
Alyeska Investment Group
119
Alyeska Investment Group
Illinois
$102M +$74.7M +491,487 +252%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$98.6M +$7.89M +51,946 +8%
Citadel Advisors
121
Citadel Advisors
Florida
$97.7M +$81.3M +535,259 +434%
WIM
122
Waverton Investment Management
United Kingdom
$95.4M -$5.33M -35,071 -5%
Renaissance Technologies
123
Renaissance Technologies
New York
$94.5M +$24.3M +160,162 +34%
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$94M +$3.78M +24,849 +4%
Aviva
125
Aviva
United Kingdom
$92.4M +$19.3M +126,723 +26%

CRM Hedge Fund Activity: Q3 2019 in Review

1,425 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2019, worth a combined $107B — up 8% from $99.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new CRM positions and 100 closed out — a net gain of 53 holders — while 712 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.51B. The largest seller was GQG Partners, exiting entirely with an estimated $388M sold.

  • 1,425 institutional investors held Salesforce (CRM) as of Q3 2019, up from 1,379 in Q2 2019.
  • Funds reported $107B of Salesforce stock for Q3 2019, up 8% quarter-over-quarter.
  • 153 funds opened new Salesforce positions in Q3 2019 and 100 closed out, a net change of +53 holders.
  • The largest Salesforce buyer in Q3 2019 was T. Rowe Price Associates, an estimated $1.51B added.
  • The largest Salesforce seller in Q3 2019 was GQG Partners, an estimated $388M sold.

Based on aggregated 13F filings for Q3 2019.