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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
ESCM
151
Echo Street Capital Management
New York
$46.8M +$13.1M +102,367 +43%
ACI
152
AMP Capital Investors
Australia
$46.4M +$5.68M +44,543 +15%
RHBC
153
R.H. Bluestein & Co
Michigan
$45.9M +$3.53M +27,669 +9%
RP
154
Riverbridge Partners
Minnesota
$45.9M -$1.86M -14,582 -4%
Acadian Asset Management
155
Acadian Asset Management
Massachusetts
$45.4M +$22.7M +178,153 +115%
APG Asset Management
156
APG Asset Management
Netherlands
$45.4M +$115K +900 +0.2%
BNP Paribas Asset Management
157
BNP Paribas Asset Management
France
$45.1M -$2.05M -16,091 -5%
Two Sigma Investments
158
Two Sigma Investments
New York
$45M +$8.39M +65,764 +25%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$43M +$40.2M +314,739 New
William Blair Investment Management
160
William Blair Investment Management
Illinois
$42.7M +$4.34M +34,026 +12%
VanEck Associates
161
VanEck Associates
New York
$42.6M +$292K +2,288 +0.7%
IG
162
Ithaka Group
Virginia
$42.2M -$744K -5,834 -2%
AGDR
163
AdamCapital Gestao de Recursos
Brazil
$42M +$39.3M +308,163 New
PCA
164
Personal Capital Advisors
California
$41.9M +$1.72M +13,481 +5%
Citigroup
165
Citigroup
New York
$41M -$40.1M -314,180 -51%
GCM
166
Glynn Capital Management
California
$40.7M +$1.95M +15,284 +5%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$39.9M +$292K +2,288 +0.8%
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$39.6M +$23.5M +184,139 +173%
Calamos Advisors
169
Calamos Advisors
Illinois
$39.6M +$6.46M +50,672 +21%
OTPPB
170
Ontario Teachers' Pension Plan Board
Ontario, Canada
$39.1M +$36.5M +286,466 New
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$39M +$3.39M +26,605 +10%
Comerica Bank
172
Comerica Bank
Texas
$37.8M +$357K +2,800 +1%
RG
173
Rathbones Group
United Kingdom
$37.7M +$12.4K +97 +0%
MGM
174
Miura Global Management
New York
$37.5M +$15.3M +120,000 +77%
CS
175
Candriam SCA
Luxembourg
$37M +$5.66M +44,342 +20%

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.