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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
EARNEST Partners
1301
EARNEST Partners
Georgia
$54K
CFN
1302
Cordasco Financial Network
Florida
$53K +$51.8K +334 New
PCTC
1303
Perkins Coie Trust Company
Washington
$51K
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$51K +$9.92K +64 +25%
NIM
1305
NuWave Investment Management
New Jersey
$48K +$44.6K +288 +2,400%
AIA
1306
Alera Investment Advisors
Illinois
$47K -$10.2K -66 -18%
CAC
1307
Certified Advisory Corp
Florida
$46K
PGWM
1308
Parisi Gray Wealth Management
New Jersey
$46K
PCA
1309
Providence Capital Advisors
North Carolina
$46K
TFO
1310
Tarbox Family Office
California
$45K
ATC
1311
Adirondack Trust Company
New York
$45K +$1.55K +10 +4%
Cohen & Steers
1312
Cohen & Steers
New York
$45K +$8.99K +58 +26%
OSNBOA
1313
Old Second National Bank of Aurora
Illinois
$44K +$11.9K +77 +39%
CHP
1314
Cable Hill Partners
Oregon
$42K
AWM
1315
AllSquare Wealth Management
New York
$42K +$31K +200 +294%
BFC
1316
Bedel Financial Consulting
Indiana
$41K +$8.68K +56 +28%
TVWM
1317
Tower View Wealth Management
Wisconsin
$41K +$9.3K +60 +30%
FCMT
1318
Founders Capital Management (Texas)
Texas
$40K
KIG
1319
Kessler Investment Group
Indiana
$40K +$38.7K +250 New
SFA
1320
Semmax Financial Advisors
North Carolina
$39K -$2.63K -17 -6%
HR
1321
Howe & Rusling
New York
$38K
SMG
1322
Spectrum Management Group
Indiana
$38K +$37K +239 New
AIM
1323
Anchor Investment Management
South Carolina
$37.5K +$30.2K +195 +464%
LJHT
1324
Laurie J. Hall Trustee
$36K -$3.1K -20 -8%
LA
1325
Legacy Advisors
Pennsylvania
$36K +$35.5K +229 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.