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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
SFG
1276
SevenBridge Financial Group
Pennsylvania
$77K
RFA
1277
Reilly Financial Advisors
California
$75K -$8.37K -54 -10%
OC
1278
Oakworth Capital
Alabama
$74K +$60.4K +390 +506%
HDIM
1279
Hanson & Doremus Investment Management
Vermont
$71K
BWA
1280
BDO Wealth Advisors
Florida
$70K +$29.4K +190 +76%
BWP
1281
Baldwin Wealth Partners
Massachusetts
$65K
RIM
1282
Ranger Investment Management
Texas
$65K
ESB
1283
Essex Savings Bank
Connecticut
$64K +$38.7K +250 +161%
SIAP
1284
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
IFAM
1285
Institutional & Family Asset Management
Colorado
$61K +$3.88K +25 +7%
BDWM
1286
Brewin Dolphin Wealth Management
Ireland
$61K
MCM
1287
Manchester Capital Management
Vermont
$60K
SIM
1288
Sonora Investment Management
Arizona
$60K
M
1289
MOTCO
Texas
$59K +$37.4K +241 +185%
BCI
1290
Brinker Capital Investments
Pennsylvania
$59K +$50.7K +327 +696%
MRCM
1291
M&R Capital Management
New Jersey
$58K -$46.5K -300 -46%
BCWM
1292
Bartlett & Co Wealth Management
Ohio
$57K +$27.9K +180 +100%
IA
1293
IFP Advisors
Florida
$57K -$715K -4,615 -93%
Lazard Asset Management
1294
Lazard Asset Management
New York
$57K
SMFS
1295
Squar Milner Financial Services
California
$57K
BC
1296
Bartlett & Co
Ohio
$57K +$27.9K +180 +100%
HI
1297
Hudock Inc
Pennsylvania
$57K +$41.1K +265 +268%
WPA
1298
West Paces Advisors
Georgia
$56.1K
RIA
1299
Realta Investment Advisors
Delaware
$56K +$53K +342 New
WTB
1300
Washington Trust Bank
Washington
$55K

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.