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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
AIC
1401
Archer Investment Corporation
Indiana
$3K
LWA
1402
Lenox Wealth Advisors
New York
$3K
PG
1403
Proffitt & Goodson
Tennessee
$3K
SCA
1404
Stuart Chaussee & Associates
California
$3K
PGAM
1405
Princeton Global Asset Management
New Jersey
$3K +$3.1K +20 New
GT
1406
Glenmede Trust
Pennsylvania
$2.44K +$146K +944 +7%
BCH
1407
Berkshire Capital Holdings
California
$2K -$12.5M -80,470 -100%
LPWM
1408
Lake Point Wealth Management
Texas
$2K -$17.5K -113 -88%
IAS
1409
IMA Advisory Services
Colorado
$2K -$8.99K -58 -82%
LWA
1410
Lowe Wealth Advisors
Maryland
$2K
PCFFS
1411
Pacific Center for Financial Services
California
$2K
TCM
1412
Tradewinds Capital Management
Washington
$2K
FGAM
1413
Financial Gravity Asset Management
Texas
$2K +$1.55K +10 New
Koshinski Asset Management
1414
Koshinski Asset Management
Illinois
$1.57K -$2.33M -15,037 -60%
CIR
1415
Clear Investment Research
Georgia
$1K
OWA
1416
One Wealth Advisors
California
$1K +$775 +5 New
Viking Global Investors
1417
Viking Global Investors
Connecticut
-$709M -5,174,593 Closed
SHCM
1418
Sachem Head Capital Management
New York
-$231M -1,685,000 Closed
DFO
1419
Duquesne Family Office
New York
-$147M -1,072,585 Closed
Holocene Advisors
1420
Holocene Advisors
New York
-$137M -997,666 Closed
EIM
1421
Elephas Investment Management
Hong Kong
-$42.2M -308,000 Closed
SC
1422
Samlyn Capital
New York
-$24.4M -178,060 Closed
CMG
1423
Cavalry Management Group
California
-$23.5M -171,889 Closed
NM
1424
Nokota Management
New York
-$20.9M -152,579 Closed
HI
1425
Honeywell International
North Carolina
-$20.3M -148,400 Closed

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.