Salesforce
CRM
1,220 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 496 increasing their positions, 413 reducing their positions, and 64 closing their positions.
133% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 64
20% more repeat investments, than reductions
Existing positions increased: 496 | Existing positions reduced: 413
17% more capital invested
Capital invested by funds: $86.5B → $101B (+$14.6B)
10% more funds holding in top 10
Funds holding in top 10: 80 → 88 (+8)
7% more funds holding
Funds holding: 1,144 → 1,220 (+76)
1.9% less ownership
Funds ownership: 85.82% → 83.92% (-1.9%)
34% less call options, than puts
Call options by funds: $1.38B | Put options by funds: $2.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$410M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$356M |
| 3 |
BlackRock
New York
|
+$340M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$172M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.05B |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$188M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$161M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$160M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$152M |
CRM Hedge Fund Activity: Q3 2018 in Review
1,220 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2018, worth a combined $101B — up 17% from $86.5B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new CRM positions and 64 closed out — a net gain of 85 holders — while 496 added to existing stakes and 413 trimmed.
The largest buyer was State Street, adding an estimated $410M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.05B.
- 1,220 institutional investors held Salesforce (CRM) as of Q3 2018, up from 1,144 in Q2 2018.
- Funds reported $101B of Salesforce stock for Q3 2018, up 17% quarter-over-quarter.
- 149 funds opened new Salesforce positions in Q3 2018 and 64 closed out, a net change of +85 holders.
- The largest Salesforce buyer in Q3 2018 was State Street, an estimated $410M added.
- The largest Salesforce seller in Q3 2018 was T. Rowe Price Associates, an estimated $1.05B sold.
Based on aggregated 13F filings for Q3 2018.