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Salesforce

1,379 hedge funds and large institutions have $99.4B invested in Salesforce in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 670 increasing their positions, 411 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 670 | Existing positions reduced: 411

1.06% more ownership

Funds ownership: 83.3%84.36% (+1.1%)

2% less capital invested

Capital invested by funds: $102B → $99.4B (-$2.31B)

3% less funds holding

Funds holding: 1,4181,379 (-39)

16% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 133

17% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.12B

25% less funds holding in top 10

Funds holding in top 10: 10377 (-26)

Holders
1,379
Holders Change
-39
Holders Change %
-2.75%
% of All Funds
29.82%
Holding in Top 10
77
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25.24%
% of All Funds
1.66%
New
112
Increased
670
Reduced
411
Closed
133
Calls
$1.76B
Puts
$2.12B
Net Calls
-$356M
Net Calls Change
-$6.1M

CRM Hedge Fund Activity: Q2 2019 in Review

1,379 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2019, worth a combined $99.4B — down 2.3% from $102B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of CRM and 112 opened new positions — a net loss of 21 holders — while 411 trimmed existing stakes and 670 added.

The largest buyer was Nuveen, adding an estimated $1.98B. The largest seller was Citadel Advisors, cutting an estimated $355M.

  • 1,379 institutional investors held Salesforce (CRM) as of Q2 2019, down from 1,418 in Q1 2019.
  • Funds reported $99.4B of Salesforce stock for Q2 2019, down 2.3% quarter-over-quarter.
  • 112 funds opened new Salesforce positions in Q2 2019 and 133 closed out, a net change of -21 holders.
  • The largest Salesforce buyer in Q2 2019 was Nuveen, an estimated $1.98B added.
  • The largest Salesforce seller in Q2 2019 was Citadel Advisors, an estimated $355M sold.

Based on aggregated 13F filings for Q2 2019.