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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
APG Asset Management
151
APG Asset Management
Netherlands
$55.3M +$6.71M +43,300 +12%
AIM
152
ARK Investment Management
Florida
$55.1M -$974K -6,284 -2%
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$53.3M -$2.23M -14,373 -4%
William Blair Investment Management
154
William Blair Investment Management
Illinois
$53.3M +$169K +1,091 +0.3%
CAM
155
ClariVest Asset Management
California
$53.1M -$3.62M -23,332 -7%
ACI
156
AMP Capital Investors
Australia
$53M +$6.94M +44,767 +15%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$52M -$3.19M -20,597 -6%
ASC
158
Atalanta Sosnoff Capital
New York
$51.1M +$562K +3,623 +1%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$50M +$2.88M +18,580 +6%
SFM
160
Soros Fund Management
New York
$49.9M +$17M +110,000 +54%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.2M +$3.45M +22,270 +8%
AAM
162
AO Asset Management
New York
$48.1M -$23.8M -153,400 -34%
LFDLE
163
La Financiere de L'Echiquier
France
$47.7M -$179K -1,158 -0.4%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$47.6M +$2.88M +18,556 +7%
HAM
165
Honeycomb Asset Management
New York
$47.5M +$23.2M +150,000 +100%
OTPPB
166
Ontario Teachers' Pension Plan Board
Ontario, Canada
$46.4M +$246K +1,585 +0.5%
MSL
167
Mackay Shields LLC
New York
$46.4M +$3.34M +21,545 +8%
AIG
168
American International Group
New York
$46.4M -$327K -2,112 -0.7%
AQR Capital Management
169
AQR Capital Management
Connecticut
$45.8M -$3.6M -23,235 -7%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$45.1M -$7.69M -49,587 -15%
PCA
171
Personal Capital Advisors
California
$44.4M -$5.66M -36,547 -12%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$44.3M +$570K +3,677 +1%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$44.2M +$13.5M +87,413 +44%
GCM
174
Glynn Capital Management
California
$44.2M -$2.91M -18,759 -6%
RG
175
Rathbones Group
United Kingdom
$43.7M +$169K +1,093 +0.4%

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.