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
CFGS
1251
Concourse Financial Group Securities
Alabama
$126K +$40.9K +264 +49%
EWA
1252
Evolution Wealth Advisors
Florida
$124K -$111K -716 -48%
AIM
1253
Advantage Investment Management
Iowa
$124K -$8.84K -57 -7%
AI
1254
ArchPoint Investors
Florida
$122K
FMII
1255
Farmers & Merchants Investments Inc
Nebraska
$122K +$7.75K +50 +7%
KPCM
1256
Kings Point Capital Management
New York
$117K +$46.5K +300 +68%
HIM
1257
Hillsdale Investment Management
Ontario, Canada
$117K +$115K +740 New
ED
1258
Exane Derivatives
France
$116K +$114K +734 New
SIMG
1259
Stephens Investment Management Group
Texas
$108K
FIB
1260
First Interstate Bank
Montana
$104K +$1.08K +7 +1%
TAIM
1261
TD Ameritrade Investment Management
Nebraska
$101K +$75K +484 +310%
DWM
1262
Destination Wealth Management
California
$100K -$5.74K -37 -6%
AssetMark Inc
1263
AssetMark Inc
California
$98K -$9.14K -59 -9%
BCM
1264
Blume Capital Management
California
$95K
EWM
1265
Endurance Wealth Management
Rhode Island
$95K
FWM
1266
Focused Wealth Management
New York
$95K +$83.7K +540 +900%
TC
1267
Truvestments Capital
Florida
$93K +$90.8K +586 New
MUS
1268
Mitsubishi UFJ Securities
Japan
$89K +$86.8K +560 New
IWP
1269
Icon Wealth Partners
Texas
$88K +$86K +555 New
RFWA
1270
RPg Family Wealth Advisory
Massachusetts
$85K
PVH
1271
Psagot Value Holdings
Israel
$85K +$2.33K +15 +3%
DSC
1272
Duncker Streett & Co
Missouri
$80K
BG
1273
Bollard Group
Massachusetts
$79K
HRC
1274
Hoertkorn Richard Charles
$79K
MAM
1275
Meeder Asset Management
Ohio
$78K +$75.5K +487 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.