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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
NAMA
126
Nikko Asset Management Americas
New York
$79.3M -$9.5M -61,275 -11%
Aviva
127
Aviva
United Kingdom
$78M +$1.27M +8,224 +2%
AG
128
Aperio Group
California
$77.5M +$5.38M +34,717 +8%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.5M -$2.51M -16,198 -3%
CHP
130
Castle Hook Partners
New York
$75.2M +$73.6M +474,966 New
Canada Pension Plan Investment Board
131
Canada Pension Plan Investment Board
Ontario, Canada
$72.4M +$28.7M +185,057 +68%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$72M +$1.6M +10,320 +2%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$71.9M +$2.08M +13,448 +3%
Nordea Investment Management
134
Nordea Investment Management
Sweden
$70.6M +$28.9M +186,242 +72%
Aberdeen Group
135
Aberdeen Group
United Kingdom
$70.5M +$32.4M +209,161 +89%
SMDAM
136
Sumitomo Mitsui DS Asset Management
Japan
$68.1M -$98.8M -637,205 -60%
Lord, Abbett & Co
137
Lord, Abbett & Co
New Jersey
$64.6M -$5.55M -35,828 -8%
Calamos Advisors
138
Calamos Advisors
Illinois
$63.4M +$144K +931 +0.2%
NM
139
NWI Management
New York
$63.2M +$31M +200,000 +80%
ACPU
140
Arrowgrass Capital Partners (US)
Delaware
$63M +$30.8M +198,782 +100%
MSV
141
MN Services Vermogensbeheer
Netherlands
$62.2M +$1.6M +10,300 +3%
VanEck Associates
142
VanEck Associates
New York
$62M +$7.55M +48,742 +14%
HAM
143
HHR Asset Management
New Jersey
$61.4M -$2.01M -12,940 -3%
RCW
144
Rheos Capital Works
Japan
$60.2M
Asset Management One
145
Asset Management One
Japan
$60M -$123M -794,815 -68%
VM
146
Valinor Management
New York
$58.2M -$45.6M -294,300 -44%
KBC Group
147
KBC Group
Belgium
$57.8M -$2.35M -15,191 -4%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$56.3M +$10.8M +69,918 +24%
RP
149
Riverbridge Partners
Minnesota
$56.1M +$1.34M +8,654 +3%
JCM
150
Junto Capital Management
New York
$55.9M +$54.7M +352,688 New

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.