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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
ADL
1326
Asset Dedication LLC
California
$35K +$10.5K +68 +45%
APC
1327
Aspire Private Capital
North Carolina
$34K -$7.75K -50 -19%
TNBTD
1328
Trustmark National Bank Trust Department
Mississippi
$34K +$31K +200 +1,333%
GWS
1329
Glassman Wealth Services
Virginia
$33K +$9.46K +61 +42%
BAM
1330
Barrett Asset Management
New York
$32K
WOC
1331
West Oak Capital
California
$32K
HGWM
1332
Harvest Group Wealth Management
Massachusetts
$32K +$31K +200 New
JWM
1333
Janiczek Wealth Management
Colorado
$32K +$31K +200 New
BAMG
1334
Brand Asset Management Group
Missouri
$30K +$29.8K +192 New
CA
1335
Crewe Advisors
Utah
$29K
CHC
1336
City Holding Co
West Virginia
$28K
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$28K
PWM
1338
PRW Wealth Management
Massachusetts
$28K
VCM
1339
Versant Capital Management
Arizona
$28K
CIAS
1340
Capital Investment Advisory Services
North Carolina
$28K +$4.65K +30 +21%
AIM
1341
Arcadia Investment Management
Michigan
$28K +$10.5K +68 +63%
AC
1342
Avestar Capital
New York
$28K +$15.5K +100 +109%
CI
1343
CX Institutional
Indiana
$28K +$22.5K +145 +426%
CB
1344
Community Bank
New York
$27K
CFG
1345
Citizens Financial Group
Rhode Island
$27K +$26.5K +171 New
LFG
1346
Larson Financial Group
Missouri
$25K -$775 -5 -3%
FCB
1347
First Command Bank
Texas
$25K
FCFS
1348
First Command Financial Services
Texas
$25K
TFA
1349
Toth Financial Advisory
Virginia
$25K
LFA
1350
Legacy Financial Advisors
Kentucky
$25K +$10.8K +70 +81%

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.