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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
CS
176
Candriam SCA
Luxembourg
$43M -$292K -1,884 -0.7%
MC
177
Montag & Caldwell
Georgia
$42.9M +$7.91M +51,030 +23%
CF
178
Cypress Funds
California
$42.8M
IG
179
Ithaka Group
Virginia
$42.1M -$2.63M -16,971 -6%
ACM
180
Altimeter Capital Management
Massachusetts
$42M
GC
181
Guggenheim Capital
Illinois
$40.9M -$2.32M -14,947 -5%
LPL Financial
182
LPL Financial
California
$40.7M +$5.55M +35,793 +16%
WCM
183
Windward Capital Management
California
$40.4M +$70.4K +454 +0.2%
FAF
184
Fjarde Ap-fonden
Sweden
$40.4M +$11.9M +76,581 +43%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$40.1M -$3.9M -25,158 -9%
AWM
186
Ashmore Wealth Management
Delaware
$38.9M
HC
187
Henshaw Capital
Massachusetts
$38.6M -$50.7K -327 -0.1%
State of Tennessee, Department of Treasury
188
State of Tennessee, Department of Treasury
Tennessee
$38.3M -$11.6M -75,069 -24%
EAM
189
EULAV Asset Management
Florida
$38.2M +$310K +2,000 +0.9%
RPI
190
Railway Pension Investments
United Kingdom
$38.1M +$10.4M +66,970 +39%
Nomura Asset Management
191
Nomura Asset Management
Japan
$37.6M +$10.7M +68,862 +41%
CFB
192
Cullen/Frost Bankers
Texas
$37.4M +$3M +19,371 +9%
BNP Paribas Asset Management
193
BNP Paribas Asset Management
France
$37.2M -$4.18M -26,979 -10%
MFWM
194
Motley Fool Wealth Management
Virginia
$36.7M +$1.68M +10,860 +5%
CM
195
Castleark Management
Illinois
$35.8M +$7.88M +50,859 +29%
HCM
196
Hitchwood Capital Management
New York
$35.6M +$15.5M +100,000 +80%
CT
197
Cambridge Trust
Massachusetts
$35.5M -$4.14M -26,702 -11%
WBC
198
Westpac Banking Corp
Australia
$35.4M +$7.87M +50,748 +29%
US Bancorp
199
US Bancorp
Minnesota
$35.3M +$215K +1,390 +0.6%
RHBC
200
R.H. Bluestein & Co
Michigan
$35M +$5.91M +38,159 +21%

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.