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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
OLA
1451
Oliver Luxxe Assets
New Jersey
-$834K -6,088 Closed
VIA
1452
Vident Investment Advisory
Georgia
-$724K -5,283 Closed
BBCM
1453
Boardman Bay Capital Management
New York
-$685K -5,000 Closed
KA
1454
Kerrisdale Advisers
Florida
-$685K -5,000 Closed
MWVC
1455
Morgens Waterfall Vintiadis & Co
New York
-$685K -5,000 Closed
GEM
1456
Global Endowment Management
North Carolina
-$520K -3,800 Closed
WIC
1457
Woodmont Investment Counsel
Tennessee
-$479K -3,500 Closed
UAM
1458
UAS Asset Management
New York
-$411K -3,000 Closed
QAM
1459
Questar Asset Management
Minnesota
-$322K -2,352 Closed
WIA
1460
World Investment Advisors
California
-$382K -2,349 Closed
GCC
1461
Guardian Capital (Canada)
Ontario, Canada
-$303K -2,214 Closed
SM
1462
SG3 Management
Puerto Rico
-$274K -2,000 Closed
JFL
1463
Jarislowsky, Fraser Ltd
Quebec, Canada
-$270K -1,972 Closed
HR
1464
Hayden Royal
North Carolina
-$249K -1,817 Closed
VWM
1465
Venturi Wealth Management
Texas
-$234K -1,796 Closed
CBA
1466
Coastal Bridge Advisors
Connecticut
-$233K -1,700 Closed
PIM
1467
Parker Investment Management
California
-$226K -1,652 Closed
SC
1468
Sepio Capital
Utah
-$226K -1,648 Closed
PWPS
1469
Pinnacle Wealth Planning Services
Ohio
-$206K -1,503 Closed
LNB
1470
Ledyard National Bank
-$173K -1,265 Closed
ER
1471
Enlightenment Research
Florida
-$164K -1,200 Closed
JA
1472
JOYN Advisors
Georgia
-$154K -1,121 Closed
CC
1473
Claybrook Capital
Massachusetts
-$101K -741 Closed
WDL
1474
Well Done LLC
Michigan
-$101K -741 Closed
FTI
1475
Fiduciary Trust International
Massachusetts
-$79K -575 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.