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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
AWM
1351
Avondale Wealth Management
Texas
$25K +$12.4K +80 +100%
KFS
1352
Kelly Financial Services
Massachusetts
$23.8K +$23.3K +150 New
MFW
1353
Mosaic Family Wealth
Missouri
$23K +$7.13K +46 +46%
CJA
1354
C-J Advisory
California
$23K +$15.5K +100 +244%
CFA
1355
Camarda Financial Advisors
Florida
$23K +$22.9K +148 New
MSA
1356
Marino Stram & Associates
Massachusetts
$22K
CT
1357
Clearstead Trust
Maine
$22K +$10.5K +68 +100%
MPWT
1358
MassMutual Private Wealth & Trust
Connecticut
$21.5K +$10.2K +66 +94%
HL
1359
Harding Loevner
New Jersey
$21K
WCG
1360
Weaver Consulting Group
California
$21K +$21.4K +138 New
CFD
1361
Creative Financial Designs
Indiana
$17K
LWM
1362
Liberty Wealth Management
California
$17K +$1.08K +7 +7%
EI
1363
Ellevest Inc
New York
$17K +$7.44K +48 +80%
CAL
1364
Capital Advisors Ltd
Ohio
$16K
MFBTD
1365
MB Financial Bank - Trust Department
Illinois
$16K
POIA
1366
Pin Oak Investment Advisors
Texas
$16K +$15.8K +102 New
WC
1367
Westwind Capital
New Mexico
$15K
ME
1368
McIlrath & Eck
Washington
$15K +$5.12K +33 +52%
SWP
1369
Strategic Wealth Partners
Ohio
$15K +$7.75K +50 +119%
BHWM
1370
Bay Harbor Wealth Management
Maryland
$13K
HCM
1371
Hilton Capital Management
New York
$13K
MA
1372
MCF Advisors
Kentucky
$13K
NCM
1373
Next Capital Management
New York
$13K
PO
1374
Private Ocean
California
$12K
TFS
1375
TrustCore Financial Services
Tennessee
$12K +$11.3K +73 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.