Salesforce
CRM
1,302 hedge funds and large institutions have $87.6B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 535 increasing their positions, 396 reducing their positions, and 138 closing their positions.
68% more first-time investments, than exits
New positions opened: 232 | Existing positions closed: 138
35% more repeat investments, than reductions
Existing positions increased: 535 | Existing positions reduced: 396
16% more funds holding in top 10
Funds holding in top 10: 88 → 102 (+14)
7% more funds holding
Funds holding: 1,219 → 1,302 (+83)
0.04% less ownership
Funds ownership: 83.92% → 83.88% (-0.04%)
13% less capital invested
Capital invested by funds: $101B → $87.6B (-$13.5B)
14% less call options, than puts
Call options by funds: $1.77B | Put options by funds: $2.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$594M |
| 2 |
Jennison Associates
New York
|
+$418M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$411M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$301M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$296M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$295M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$279M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$252M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$200M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$170M |
CRM Hedge Fund Activity: Q4 2018 in Review
1,302 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2018, worth a combined $87.6B — down 13% from $101B a quarter earlier.
Buyers outnumbered sellers: 232 funds opened new CRM positions and 138 closed out — a net gain of 94 holders — while 535 added to existing stakes and 396 trimmed.
The largest buyer was BlackRock, adding an estimated $594M. The largest seller was Arrowstreet Capital, cutting an estimated $295M.
- 1,302 institutional investors held Salesforce (CRM) as of Q4 2018, up from 1,219 in Q3 2018.
- Funds reported $87.6B of Salesforce stock for Q4 2018, down 13% quarter-over-quarter.
- 232 funds opened new Salesforce positions in Q4 2018 and 138 closed out, a net change of +94 holders.
- The largest Salesforce buyer in Q4 2018 was BlackRock, an estimated $594M added.
- The largest Salesforce seller in Q4 2018 was Arrowstreet Capital, an estimated $295M sold.
Based on aggregated 13F filings for Q4 2018.