We are live on ! Find out more
CRM icon

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
WANY
1476
Wealthspire Advisors (New York)
New York
-$75K -544 Closed
CA
1477
Claro Advisors
Massachusetts
-$69K -436 Closed
PCIA
1478
Prime Capital Investment Advisors
Kansas
-$55K -400 Closed
FPS
1479
Fieldpoint Private Securities
Connecticut
-$50K -368 Closed
RCG
1480
Ruggie Capital Group
Florida
-$45K -325 Closed
DWM
1481
Doyle Wealth Management
Florida
-$41K -300 Closed
IWA
1482
Intercontinental Wealth Advisors
Texas
-$36K -265 Closed
RAM
1483
Riggs Asset Management
Pennsylvania
-$27K -200 Closed
PA
1484
Perennial Advisors
New York
-$24K -177 Closed
CYG
1485
Clean Yield Group
Vermont
-$24K -175 Closed
FNBOSM
1486
First National Bank of South Miami
Florida
-$26K -169 Closed
IIM
1487
Ipswich Investment Management
Massachusetts
-$17K -125 Closed
PG
1488
Patten Group
Tennessee
-$15K -110 Closed
AIS
1489
AlphaOne Investment Services
Pennsylvania
-$14K -105 Closed
BI
1490
Bramshill Investments
Florida
-$10K -73 Closed
PFC
1491
Phocas Financial Corp
California
-$10K -70 Closed
QAM
1492
QCI Asset Management
New York
-$8K -58 Closed
HI
1493
Human Investing
Oregon
-$7K -49 Closed
SIAG
1494
Signet Investment Advisory Group
Rhode Island
-$3K -25 Closed
TFA
1495
Transamerica Financial Advisors
Florida
-$4K -24 Closed
JIR
1496
James Investment Research
Ohio
-$2K -15 Closed
CTB
1497
Country Trust Bank
Illinois
-$2K -13 Closed
TIM
1498
Tortoise Investment Management
New York
+$465 +3 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.