Salesforce
CRM
1,143 hedge funds and large institutions have $86.6B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 516 increasing their positions, 324 reducing their positions, and 71 closing their positions.
106% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 71
59% more repeat investments, than reductions
Existing positions increased: 516 | Existing positions reduced: 324
25% more funds holding in top 10
Funds holding in top 10: 64 → 80 (+16)
18% more capital invested
Capital invested by funds: $73.3B → $86.6B (+$13.4B)
6% more funds holding
Funds holding: 1,076 → 1,143 (+67)
0.25% less ownership
Funds ownership: 86.04% → 85.79% (-0.25%)
3% less call options, than puts
Call options by funds: $1.5B | Put options by funds: $1.55B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.09B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$391M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$314M |
| 4 |
BlackRock
New York
|
+$282M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$235M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$844M |
| 2 |
PC
PointState Capital
New York
|
-$378M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
-$315M |
| 4 |
TCM
Tybourne Capital Management
Hong Kong
|
-$288M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$144M |
CRM Hedge Fund Activity: Q2 2018 in Review
1,143 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2018, worth a combined $86.6B — up 18% from $73.3B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new CRM positions and 71 closed out — a net gain of 75 holders — while 516 added to existing stakes and 324 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 1,076 in Q1 2018.
- Funds reported $86.6B of Salesforce stock for Q2 2018, up 18% quarter-over-quarter.
- 146 funds opened new Salesforce positions in Q2 2018 and 71 closed out, a net change of +75 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.