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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
SAM
1376
Strategy Asset Managers
California
$11K -$2.77M -17,848 -100%
AIC
1377
Ameritas Investment Company
Nebraska
$10K -$489K -3,153 -98%
BAM
1378
Bruderman Asset Management
New York
$10K
MCM
1379
MV Capital Management
Maryland
$10K
PK
1380
Pflug Koory
Nebraska
$10K
IRC
1381
Investors Research Corp
Georgia
$10K +$10.2K +66 New
APW
1382
Acima Private Wealth
Virginia
$9K -$3.25K -21 -28%
LGWM
1383
Litman Gregory Wealth Management
California
$9K
MAM
1384
Marquette Asset Management
Minnesota
$9K +$8.99K +58 New
PCM
1385
Princeton Capital Management
New Jersey
$8K
SHIM
1386
Stone House Investment Management
Pennsylvania
$8K +$7.75K +50 New
VCM
1387
Vigilant Capital Management
Maine
$8K +$7.75K +50 New
BEI
1388
Benjamin Edwards Inc
Missouri
$8K +$8.21K +53 New
CF
1389
Centaurus Financial
California
$7.58K -$80.4K -519 -30%
VRM
1390
Vectors Research Management
New York
$7K +$6.97K +45 New
BMM
1391
Buffington Mohr McNeal
Idaho
$7K +$7.13K +46 New
SCM
1392
Shelton Capital Management
Colorado
$6.72K -$645K -4,159 -80%
OFW
1393
Omnia Family Wealth
Florida
$6K
THWM
1394
Taylor Hoffman Wealth Management
Virginia
$6K
KL
1395
KWMG LLC
Kansas
$5K
LFG
1396
LifePlan Financial Group
Ohio
$4K
RBC
1397
Roble Belko & Company
Pennsylvania
$4K
AIS
1398
Accurate Investment Solutions
Pennsylvania
$4K +$4.34K +28 New
AA
1399
Advisory Alpha
Michigan
$3.44K +$3.41K +22 New
CIA
1400
CSat Investment Advisory
Michigan
$3K -$310 -2 -11%

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.