Salesforce
CRM
1,379 hedge funds and large institutions have $99.3B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 672 increasing their positions, 409 reducing their positions, and 131 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 672 | Existing positions reduced: 409
1.18% more ownership
Funds ownership: 83.24% → 84.42% (+1.2%)
2% less capital invested
Capital invested by funds: $102B → $99.3B (-$2.26B)
3% less funds holding
Funds holding: 1,416 → 1,379 (-37)
15% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 131
17% less call options, than puts
Call options by funds: $1.76B | Put options by funds: $2.12B
25% less funds holding in top 10
Funds holding in top 10: 103 → 77 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.98B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$634M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$458M |
| 4 |
BlackRock
New York
|
+$392M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$306M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$355M |
| 2 |
Morgan Stanley
New York
|
-$346M |
| 3 |
JP Morgan Chase
New York
|
-$242M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$181M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$148M |
CRM Hedge Fund Activity: Q2 2019 in Review
1,379 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2019, worth a combined $99.3B — down 2.2% from $102B a quarter earlier.
Sellers outnumbered buyers: 131 funds closed out of CRM and 112 opened new positions — a net loss of 19 holders — while 409 trimmed existing stakes and 672 added.
The largest buyer was Nuveen, adding an estimated $1.98B. The largest seller was Citadel Advisors, cutting an estimated $355M.
- 1,379 institutional investors held Salesforce (CRM) as of Q2 2019, down from 1,416 in Q1 2019.
- Funds reported $99.3B of Salesforce stock for Q2 2019, down 2.2% quarter-over-quarter.
- 112 funds opened new Salesforce positions in Q2 2019 and 131 closed out, a net change of -19 holders.
- The largest Salesforce buyer in Q2 2019 was Nuveen, an estimated $1.98B added.
- The largest Salesforce seller in Q2 2019 was Citadel Advisors, an estimated $355M sold.
Based on aggregated 13F filings for Q2 2019.