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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.2B +$108M +698,321 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.07B +$102M +655,630 +1%
BlackRock
3
BlackRock
New York
$8.5B +$371M +2,395,193 +5%
State Street
4
State Street
Massachusetts
$4.81B +$213M +1,375,279 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.73B -$310M -2,000,315 -6%
Jennison Associates
6
Jennison Associates
New York
$3.15B +$35.7M +230,376 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.65B -$68.9M -444,460 -3%
Morgan Stanley
8
Morgan Stanley
New York
$2.12B -$457M -2,945,643 -18%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$1.86B -$214M -1,383,290 -11%
TCIM
10
TIAA CREF Investment Management
New York
$1.73B +$23.3M +150,273 +1%
Northern Trust
11
Northern Trust
Illinois
$1.69B +$21.8M +140,368 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.53B +$106M +682,580 +8%
Bank of America
13
Bank of America
North Carolina
$1.3B -$46.4M -299,544 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.3B +$77.3M +498,488 +6%
Sands Capital Management
15
Sands Capital Management
Virginia
$1.19B -$142M -915,355 -11%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$1.18B +$20.7M +133,248 +2%
Norges Bank
17
Norges Bank
Norway
$1.12B +$31.2M +201,099 +3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.06B -$371M -2,392,752 -26%
Wells Fargo
19
Wells Fargo
California
$849M +$17M +109,789 +2%
Fisher Asset Management
20
Fisher Asset Management
Washington
$846M +$299M +1,927,911 +56%
Ameriprise
21
Ameriprise
Minnesota
$843M -$64.8M -418,282 -7%
Baillie Gifford & Co
22
Baillie Gifford & Co
United Kingdom
$843M -$11.1M -71,534 -1%
UBS AM
23
UBS AM
Illinois
$787M -$1.52M -9,784 -0.2%
Franklin Resources
24
Franklin Resources
California
$718M -$11.8M -76,110 -2%
FAM
25
Fred Alger Management
New York
$709M +$37.5M +241,954 +6%

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.