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See Which Of The Latest 13F Filers Holds Salesforce
Joel Kornblau - Friday, July 19, 10:07 AM

At Holdings Channel, we have reviewed the latest batch of the 29 most recent 13F filings for the 06/30/2024 reporting period, and noticed that Salesforce Inc (CRM) was held by 16 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in CRM positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Unique Wealth LLC Existing +2,528+$489
Signature Resources Capital Management LLC Existing UNCH-$4
McGlone Suttner Wealth Management Inc. Existing -211-$164
Franklin Street Advisors Inc. NC Existing -64,598-$22,243
CFM Wealth Partners LLC Existing -27-$1,883
Well Done LLC Existing -370-$159
Tyche Wealth Partners LLC Existing -385-$208
Acorn Creek Capital LLC Existing -71-$57
1858 Wealth Management LLC Existing -148-$85
World Equity Group Inc. Existing +350-$133
Intellectus Partners LLC Existing -517-$382
Harrell Investment Partners LLC Existing +224-$498
E&G Advisors LP Existing +50-$20
Barnes Pettey Financial Advisors LLC Existing UNCH-$80
Everpar Advisors LLC Existing +377+$31
World Equity Group Inc. Existing +350-$133
Aggregate Change: -62,448-$25,529

In terms of shares owned, we count 6 of the above funds having increased existing CRM positions from 03/31/2024 to 06/30/2024, with 8 having decreased their positions. Worth noting is that ERn Financial LLC, included in this recent batch of 13F filers, exited CRM common stock as of 06/30/2024.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the CRM share count in the aggregate among all of the funds which held CRM at the 06/30/2024 reporting period (out of the 963 we looked at in total). We then compared that number to the sum total of CRM shares those same funds held back at the 03/31/2024 period, to see how the aggregate share count held by hedge funds has moved for CRM. We found that between these two periods, funds increased their holdings by 2,273,875 shares in the aggregate, from 7,873,743 up to 10,147,618 for a share count increase of approximately 28.88%. The overall top three funds holding CRM on 06/30/2024 were:

»FundShares of CRM Held
1.AMF Tjanstepension AB 1,442,453
2.DNB Asset Management AS 687,231
3.KBC Group NV 602,766
4-10Find out the full Top 10 Hedge Funds Holding CRM»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Salesforce Inc (CRM).

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