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Salesforce

764 hedge funds and large institutions have $45.7B invested in Salesforce in 2015 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 321 increasing their positions, 216 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 42

132% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $484M

58% more funds holding in top 10

Funds holding in top 10: 2438 (+14)

49% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 216

15% more funds holding

Funds holding: 663764 (+101)

14% more capital invested

Capital invested by funds: $40.2B → $45.7B (+$5.49B)

0.68% less ownership

Funds ownership: 88.51%87.84% (-0.68%)

Holders
764
Holders Change
+101
Holders Change %
+15.23%
% of All Funds
20.04%
Holding in Top 10
38
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+58.33%
% of All Funds
1%
New
154
Increased
321
Reduced
216
Closed
42
Calls
$1.13B
Puts
$484M
Net Calls
+$641M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
376
Paloma Partners
Connecticut
$2.62M +$1.78M +22,801 +216%
FCBT
377
First Citizens Bank & Trust
North Carolina
$2.62M +$2.61M +33,369 New
SCA
378
Secor Capital Advisors
New York
$2.57M +$2.56M +32,831 New
PAG
379
Private Advisor Group
New Jersey
$2.44M +$355K +4,549 +17%
EWM
380
Evercore Wealth Management
New York
$2.36M +$219K +2,800 +10%
OC
381
Oppenheimer & Co
New York
$2.35M +$1.02M +13,122 +78%
LPL Financial
382
LPL Financial
California
$2.29M -$117K -1,498 -5%
NB
383
Norinchukin Bank
Japan
$2.29M -$495K -6,333 -18%
LPU
384
Lansdowne Partners (UK)
United Kingdom
$2.27M +$508K +6,500 +29%
RW
385
Rand Wealth
Maryland
$2.25M -$162K -2,078 -7%
Creative Planning
386
Creative Planning
Kansas
$2.24M +$188K +2,405 +9%
SLF
387
Sun Life Financial
Ontario, Canada
$2.21M -$713K -9,126 -24%
SW
388
SVB Wealth
Massachusetts
$2.07M -$512K -6,552 -20%
QIM
389
Quantitative Investment Management
Virginia
$2.03M -$812K -10,400 -29%
BBCM
390
Boardman Bay Capital Management
New York
$2.02M +$2.02M +25,836 New
CIM
391
Calvert Investment Management
Maryland
$2M +$531K +6,804 +36%
IHL
392
Investment House LLC
California
$1.96M +$1.37M +17,595 +237%
EAM
393
EverPoint Asset Management
Connecticut
$1.96M +$1.95M +25,000 New
LTFS
394
Ladenburg Thalmann Financial Services
Florida
$1.95M +$490K +6,276 +34%
Truist Financial
395
Truist Financial
North Carolina
$1.94M +$138K +1,766 +8%
Commonwealth Equity Services
396
Commonwealth Equity Services
Massachusetts
$1.94M +$331K +4,242 +21%
MAM
397
Mastrapasqua Asset Management
Tennessee
$1.94M -$6.25K -80 -0.3%
FA
398
Fagan Associates
New York
$1.9M +$178K +2,280 +10%
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$1.86M +$90K +1,153 +5%
HHC
400
Hutchin Hill Capital
New York
$1.85M -$2.47M -31,600 -57%

CRM Hedge Fund Activity: Q4 2015 in Review

764 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2015, worth a combined $45.7B — up 14% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new CRM positions and 42 closed out — a net gain of 112 holders — while 321 added to existing stakes and 216 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $294M. The largest seller was T. Rowe Price Associates, cutting an estimated $668M.

  • 764 institutional investors held Salesforce (CRM) as of Q4 2015, up from 663 in Q3 2015.
  • Funds reported $45.7B of Salesforce stock for Q4 2015, up 14% quarter-over-quarter.
  • 154 funds opened new Salesforce positions in Q4 2015 and 42 closed out, a net change of +112 holders.
  • The largest Salesforce buyer in Q4 2015 was BNP Paribas Financial Markets, an estimated $294M added.
  • The largest Salesforce seller in Q4 2015 was T. Rowe Price Associates, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2015.