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Salesforce

1,143 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 325 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 71

58% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 325

25% more funds holding in top 10

Funds holding in top 10: 6480 (+16)

18% more capital invested

Capital invested by funds: $73.3B → $86.5B (+$13.2B)

6% more funds holding

Funds holding: 1,0751,143 (+68)

0.34% less ownership

Funds ownership: 86.16%85.82% (-0.34%)

5% less call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.55B

Holders
1,143
Holders Change
+68
Holders Change %
+6.33%
% of All Funds
26.17%
Holding in Top 10
80
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25%
% of All Funds
1.83%
New
147
Increased
515
Reduced
325
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
126
Waverton Investment Management
United Kingdom
$65.8M +$22.2M +174,062 +56%
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$64.8M -$55.2M -432,793 -48%
ASC
128
Atalanta Sosnoff Capital
New York
$64.1M +$15.7M +123,283 +36%
VMPIC
129
Varma Mutual Pension Insurance Co
Finland
$64M
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$61.7M +$10.5M +82,264 +22%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$60.8M +$54.7M +429,075 +2,565%
Lord, Abbett & Co
132
Lord, Abbett & Co
New Jersey
$59.6M -$147K -1,154 -0.3%
AAM
133
AO Asset Management
New York
$58.1M +$22M +172,100 +68%
MC
134
Maplelane Capital
New York
$57.5M -$73.8M -578,587 -58%
NAMA
135
Nikko Asset Management Americas
New York
$56.8M +$5.79M +45,378 +12%
AG
136
Aperio Group
California
$55.6M +$4.83M +37,872 +10%
KBC Group
137
KBC Group
Belgium
$55.3M +$7.47M +58,519 +17%
SGAM
138
Smith Group Asset Management
Texas
$55.1M +$51.5M +403,940 New
Alyeska Investment Group
139
Alyeska Investment Group
Illinois
$52.8M -$124M -969,460 -71%
RCW
140
Rheos Capital Works
Japan
$51.3M
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$51M -$2.93M -23,000 -6%
NSLI
142
Nan Shan Life Insurance
Taiwan
$50.4M +$4.21M +32,983 +10%
HIM
143
Hermes Investment Management
United Kingdom
$50.4M +$47.1M +369,352 New
Aberdeen Group
144
Aberdeen Group
United Kingdom
$50.4M +$28.5M +223,608 +154%
AIM
145
ARK Investment Management
Florida
$50.2M +$7.43M +58,274 +19%
PWLP
146
Prio Wealth Limited Partnership
Massachusetts
$49.4M -$1.46M -11,422 -3%
GC
147
Guggenheim Capital
Illinois
$48.2M -$90.1M -706,502 -67%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$47.8M +$2.38M +18,648 +6%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$47.3M +$2.1M +16,455 +5%
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$47.2M -$12.2M -95,792 -22%

CRM Hedge Fund Activity: Q2 2018 in Review

1,143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2018, worth a combined $86.5B — up 18% from $73.3B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new CRM positions and 71 closed out — a net gain of 76 holders — while 515 added to existing stakes and 325 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.09B. The largest seller was T. Rowe Price Associates, cutting an estimated $844M.

  • 1,143 institutional investors held Salesforce (CRM) as of Q2 2018, up from 1,075 in Q1 2018.
  • Funds reported $86.5B of Salesforce stock for Q2 2018, up 18% quarter-over-quarter.
  • 147 funds opened new Salesforce positions in Q2 2018 and 71 closed out, a net change of +76 holders.
  • The largest Salesforce buyer in Q2 2018 was JP Morgan Chase, an estimated $1.09B added.
  • The largest Salesforce seller in Q2 2018 was T. Rowe Price Associates, an estimated $844M sold.

Based on aggregated 13F filings for Q2 2018.