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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
ASRS
201
Arizona State Retirement System
Arizona
$28.3M +$2.1M +16,456 +9%
MIM
202
MetLife Investment Management
New Jersey
$28.3M +$145K +1,134 +0.5%
PMAM
203
Picton Mahoney Asset Management
Ontario, Canada
$28.2M -$12M -94,450 -31%
MCM
204
McKinley Capital Management
Alaska
$28.2M -$6.58M -51,580 -20%
KCM
205
Kornitzer Capital Management
Kansas
$27.9M -$3.35M -26,250 -11%
1832 Asset Management
206
1832 Asset Management
Ontario, Canada
$27.9M +$21.4M +167,700 +451%
JMPWA
207
JP Morgan Private Wealth Advisors
California
$27.7M +$6.83M +53,564 +36%
Macquarie Group
208
Macquarie Group
Australia
$27.3M -$19.8K -155 -0.1%
AWG
209
Alpha Wave Global
New York
$26.6M
ERSOT
210
Employees Retirement System of Texas
Texas
$26.5M +$255K +2,000 +1%
FAF
211
Fjarde Ap-fonden
Sweden
$26M -$490K -3,840 -2%
Victory Capital Management
212
Victory Capital Management
Texas
$26M -$283K -2,222 -1%
AQR Capital Management
213
AQR Capital Management
Connecticut
$26M +$7M +54,897 +40%
TAM
214
Tocqueville Asset Management
New York
$25.9M -$628K -4,925 -3%
CC
215
Chicago Capital
Illinois
$25.8M -$172K -1,352 -0.7%
MSL
216
Mackay Shields LLC
New York
$25.7M +$1.83M +14,344 +8%
FA
217
Friess Associates
Delaware
$25.7M
MJRIC
218
Mogy Joel R Investment Counsel
California
$25.7M +$55.5K +435 +0.2%
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$25.5M +$13.4M +104,767 +127%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$24.9M +$42.9K +336 +0.2%
KSCM
221
Key Square Capital Management
Connecticut
$24.8M -$3.16M -24,778 -12%
ADEF
222
Adams Diversified Equity Fund
Maryland
$24.7M
PI
223
PineBridge Investments
New York
$24.7M +$1.39M +10,873 +6%
WBC
224
Westpac Banking Corp
Australia
$24.6M -$4.68M -36,659 -17%
N
225
Natixis
France
$24.4M +$18.8M +147,675 +469%

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.