Salesforce
CRM
791 hedge funds and large institutions have $47.4B invested in Salesforce in 2016 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 326 increasing their positions, 281 reducing their positions, and 51 closing their positions.
73% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 51
49% more call options, than puts
Call options by funds: $821M | Put options by funds: $549M
16% more repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 281
13% more funds holding in top 10
Funds holding in top 10: 32 → 36 (+4)
10% more capital invested
Capital invested by funds: $43B → $47.4B (+$4.35B)
4% more funds holding
Funds holding: 763 → 791 (+28)
1% less ownership
Funds ownership: 89.07% → 88.08% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$295M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$180M |
| 3 |
Renaissance Technologies
New York
|
+$142M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$131M |
| 5 |
TCM
Tybourne Capital Management
Hong Kong
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$830M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$309M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
-$115M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$114M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$79.5M |
CRM Hedge Fund Activity: Q2 2016 in Review
791 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2016, worth a combined $47.4B — up 10% from $43B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new CRM positions and 51 closed out — a net gain of 37 holders — while 326 added to existing stakes and 281 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $295M. The largest seller was Royal London Asset Management, cutting an estimated $830M.
- 791 institutional investors held Salesforce (CRM) as of Q2 2016, up from 763 in Q1 2016.
- Funds reported $47.4B of Salesforce stock for Q2 2016, up 10% quarter-over-quarter.
- 88 funds opened new Salesforce positions in Q2 2016 and 51 closed out, a net change of +37 holders.
- The largest Salesforce buyer in Q2 2016 was Morgan Stanley, an estimated $295M added.
- The largest Salesforce seller in Q2 2016 was Royal London Asset Management, an estimated $830M sold.
Based on aggregated 13F filings for Q2 2016.