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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
PAM
1226
Paradigm Asset Management
New York
$166K
VC
1227
Vestor Capital
Illinois
$162K +$159K +1,025 New
KC
1228
Knuff & Co
California
$159K +$38.7K +250 +33%
HIIFS
1229
Harel Insurance Investments & Financial Services
Israel
$158K -$234K -1,510 -60%
CH
1230
Canton Hathaway
Rhode Island
$158K +$155K +1,000 New
RCM
1231
Requisite Capital Management
Texas
$158K +$155K +1,000 New
GTAM
1232
Global Trust Asset Management
Florida
$151K -$361K -2,332 -71%
OIA
1233
OneDigital Investment Advisors
Kansas
$151K +$97K +626 +191%
WWM
1234
Willingdon Wealth Management
North Carolina
$150K -$109K -705 -43%
LF
1235
Lee Financial
Texas
$150K +$147K +950 New
EFSCE
1236
Enterprise Financial Services Corp (EFSC)
Missouri
$145K +$95.5K +616 +205%
AIA
1237
Arcadia Investment Advisors
Idaho
$144K -$32.4K -209 -19%
AWM
1238
Aevitas Wealth Management
Massachusetts
$143K
FPFS
1239
First Personal Financial Services
North Carolina
$143K +$29.4K +190 +27%
MA
1240
MUFG Americas
New York
$140K +$90.7K +585 +195%
FHA
1241
First Horizon Advisors
Tennessee
$139K +$38.1K +246 +39%
WCM
1242
WealthBridge Capital Management
Ohio
$135K +$30.8K +199 +30%
PMFA
1243
Plante Moran Financial Advisors
Michigan
$135K +$51.3K +331 +64%
AP
1244
Arlington Partners
Alabama
$134K +$131K +844 New
KPW
1245
Kore Private Wealth
New York
$133K -$386K -2,493 -75%
HAM
1246
Highstreet Asset Management
Ontario, Canada
$133K +$130K +838 New
AOWM
1247
Alpha Omega Wealth Management
Virginia
$132K
CWA
1248
Clarus Wealth Advisors
Arizona
$132K +$620 +4 +0.5%
HFM
1249
Hartford Financial Management
Connecticut
$129K
PFBT
1250
Parkside Financial Bank & Trust
Missouri
$129K +$5.74K +37 +5%

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.