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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
SOMRS
201
State of Michigan Retirement System
Michigan
$34.9M +$217K +1,400 +0.6%
VMPIC
202
Varma Mutual Pension Insurance Co
Finland
$34.8M
MIM
203
MetLife Investment Management
New Jersey
$34.4M -$202K -1,304 -0.6%
Squarepoint
204
Squarepoint
New York
$33.5M +$32.8M +211,751 New
SGAM
205
Smith Group Asset Management
Texas
$33.5M -$88.3K -570 -0.3%
EPC
206
Emerson Point Capital
New York
$33.2M +$6.02M +38,821 +23%
ClearBridge Investments
207
ClearBridge Investments
New York
$32.5M +$2.63M +16,970 +9%
PHS
208
PFM Health Sciences
California
$32.5M -$61.4M -396,301 -66%
AIM
209
Artemis Investment Management
United Kingdom
$32.2M +$11.5M +74,456 +58%
CC
210
Chicago Capital
Illinois
$32.2M +$14.6K +94 +0%
ESCM
211
Echo Street Capital Management
New York
$32M +$3.25M +20,954 +12%
OC
212
Oakmont Corp
California
$32M +$13.3K +86 +0%
Victory Capital Management
213
Victory Capital Management
Texas
$31.9M -$6.6M -42,566 -17%
STMM
214
South Texas Money Management
Texas
$31.8M +$993K +6,409 +3%
TAM
215
Tocqueville Asset Management
New York
$31.7M -$596K -3,845 -2%
AL
216
Appaloosa LP
New Jersey
$31.7M +$31M +200,000 New
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
$31.6M -$22.9M -147,627 -43%
BPC
218
Banque Pictet & Cie
Switzerland
$31.5M +$14.9M +96,167 +94%
EPFB
219
Employees Provident Fund Board
Malaysia
$31.4M -$17.8M -114,804 -37%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$31.3M +$790K +5,100 +3%
PI
221
PineBridge Investments
New York
$31.3M +$253K +1,630 +0.8%
PMAM
222
Picton Mahoney Asset Management
Ontario, Canada
$30.7M -$352K -2,268 -1%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$30.5M -$544K -3,508 -2%
SB
224
Suntrust Banks
Georgia
$30.2M +$3.57M +23,010 +14%
MJRIC
225
Mogy Joel R Investment Counsel
California
$30.1M +$326K +2,103 +1%

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.