Salesforce
CRM
1,076 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 432 increasing their positions, 343 reducing their positions, and 77 closing their positions.
108% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 77
26% more repeat investments, than reductions
Existing positions increased: 432 | Existing positions reduced: 343
25% more funds holding in top 10
Funds holding in top 10: 51 → 64 (+13)
14% more capital invested
Capital invested by funds: $64.1B → $73.3B (+$9.27B)
7% more funds holding
Funds holding: 1,003 → 1,076 (+73)
0.61% less ownership
Funds ownership: 86.77% → 86.16% (-0.61%)
5% less call options, than puts
Call options by funds: $1.59B | Put options by funds: $1.67B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$320M |
| 2 |
JP Morgan Chase
New York
|
+$302M |
| 3 |
BlackRock
New York
|
+$294M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$248M |
| 5 |
Tiger Global Management
New York
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$541M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$497M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$404M |
| 4 |
State Street
Boston,
Massachusetts
|
-$301M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$146M |
CRM Hedge Fund Activity: Q1 2018 in Review
1,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2018, worth a combined $73.3B — up 14% from $64.1B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new CRM positions and 77 closed out — a net gain of 83 holders — while 432 added to existing stakes and 343 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $320M. The largest seller was T. Rowe Price Associates, cutting an estimated $541M.
- 1,076 institutional investors held Salesforce (CRM) as of Q1 2018, up from 1,003 in Q4 2017.
- Funds reported $73.3B of Salesforce stock for Q1 2018, up 14% quarter-over-quarter.
- 160 funds opened new Salesforce positions in Q1 2018 and 77 closed out, a net change of +83 holders.
- The largest Salesforce buyer in Q1 2018 was Fidelity Investments, an estimated $320M added.
- The largest Salesforce seller in Q1 2018 was T. Rowe Price Associates, an estimated $541M sold.
Based on aggregated 13F filings for Q1 2018.