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Salesforce
CRM

845 hedge funds and large institutions have $50.6B invested in Salesforce in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 331 increasing their positions, 314 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $652M

64% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $41.2B → $50.6B (+$9.41B)

16% more funds holding in top 10

Funds holding in top 10: 32 → 37 (+5)

4% more funds holding

Funds holding: 814 → 845 (+31)

5% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 314

1.92% less ownership

Funds ownership: 88.57% → 86.65% (-1.9%)

Holders
845
Holders Change
+31
Holders Change %
+3.81%
% of All Funds
21.04%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.92%
New
113
Increased
331
Reduced
314
Closed
69
Calls
$1.12B
Puts
$652M
Net Calls
+$465M
Net Calls Change
+$599M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.9B
2
TP
Third Point
New York
+$240M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$207M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$204M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$156M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$222M
2
CM
Corvex Management
New York
-$172M
3
JP
Jana Partners
New York
-$111M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$98.2M
5
Sands Capital Management
Sands Capital Management
Virginia
-$87.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
376
Richard Bernstein Advisors
New York
$2.77M – – –
CCM
377
Chilton Capital Management
Texas
$2.76M -$456K -5,712 -15%
RFCA
378
R&F Capital Advisors
New York
$2.71M -$1.89M -23,691 -42%
CA
379
Cullinan Associates
Kentucky
$2.71M +$566K +7,080 +28%
MF
380
Magnetar Financial
Illinois
$2.65M +$2.56M +32,094 New
EIM
381
Essex Investment Management
Massachusetts
$2.64M -$363K -4,549 -12%
TCM
382
Twin Capital Management
Pennsylvania
$2.61M +$19.2K +240 +0.8%
LWM
383
Lyell Wealth Management
California
$2.6M +$18.4K +230 +0.7%
SIMG
384
Stephens Investment Management Group
Texas
$2.54M +$66.1K +827 +3%
TGHSA
385
TPG Group Holdings (SBS) Advisors
Texas
$2.54M +$2.46M +30,829 New
RIM
386
Rainier Investment Management
Washington
$2.54M -$3.6M -45,050 -59%
GF
387
Gabelli Funds
New York
$2.5M – – –
PWS
388
Peloton Wealth Strategists
Indiana
$2.48M +$104K +1,300 +5%
BCM
389
BBT Capital Management
Texas
$2.48M -$5.59M -70,000 -70%
IAM
390
Impax Asset Management
New Hampshire
$2.43M – – –
CIA
391
Capital Impact Advisors
Massachusetts
$2.41M +$830K +10,395 +55%
BAS
392
Brown Advisory Securities
Maryland
$2.38M -$67.5K -845 -3%
NCGI
393
Next Century Growth Investors
Minnesota
$2.37M -$104K -1,296 -4%
PCM
394
Prelude Capital Management
New York
$2.35M -$814K -10,191 -26%
OI
395
Oakbrook Investments
Illinois
$2.33M -$24K -300 -1%
WCA
396
Waratah Capital Advisors
Ontario, Canada
$2.3M +$2.23M +27,897 New
ID
397
Integral Derivatives
New York
$2.28M +$2.21M +27,662 New
EWM
398
Evercore Wealth Management
New York
$2.24M -$62.7K -785 -3%
CI
399
Cigna Investments
Connecticut
$2.22M +$261K +3,273 +14%
Natixis Advisors
400
Natixis Advisors
Massachusetts
$2.2M -$86.9K -1,088 -4%
14 15
16
17 18

CRM Hedge Fund Activity: Q1 2017 in Review

845 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2017, worth a combined $50.6B — up 23% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CRM positions and 69 closed out — a net gain of 44 holders — while 331 added to existing stakes and 314 trimmed.

The largest buyer was BlackRock, adding an estimated $2.9B. The largest seller was Fidelity Investments, cutting an estimated $222M.

  • 845 institutional investors held Salesforce (CRM) as of Q1 2017, up from 814 in Q4 2016.
  • Funds reported $50.6B of Salesforce stock for Q1 2017, up 23% quarter-over-quarter.
  • 113 funds opened new Salesforce positions in Q1 2017 and 69 closed out, a net change of +44 holders.
  • The largest Salesforce buyer in Q1 2017 was BlackRock, an estimated $2.9B added.
  • The largest Salesforce seller in Q1 2017 was Fidelity Investments, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2017.