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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
AB
426
Amalgamated Bank
New York
$1.54M -$392K -5,026 -20%
Cambridge Investment Research Advisors
427
Cambridge Investment Research Advisors
Iowa
$1.52M +$17.6K +225 +1%
BCM
428
Barometer Capital Management
Ontario, Canada
$1.5M +$1.49M +19,100 New
SIMG
429
Stephens Investment Management Group
Texas
$1.47M -$52.7K -675 -3%
TMAM
430
Tokio Marine Asset Management
Japan
$1.47M -$82.5K -1,057 -5%
MERSOM
431
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M +$11.7K +150 +0.8%
PCM
432
Parsons Capital Management
Rhode Island
$1.47M +$66.4K +850 +5%
Rafferty Asset Management
433
Rafferty Asset Management
New York
$1.44M -$115K -1,476 -7%
KIA
434
KCM Investment Advisors
California
$1.42M +$781 +10 +0.1%
BAS
435
Brown Advisory Securities
Maryland
$1.39M -$32.9K -421 -2%
NCIM
436
New Century Investment Management
Michigan
$1.39M -$78 -1 -0%
HCM
437
Highbridge Capital Management
New York
$1.38M +$1.37M +17,551 New
Janney Montgomery Scott
438
Janney Montgomery Scott
Pennsylvania
$1.36M +$225K +2,882 +20%
MYLI
439
Meiji Yasuda Life Insurance
Japan
$1.36M +$336K +4,300 +33%
FIM
440
FourPoints Investment Managers
France
$1.35M -$270K -3,457 -17%
EGM
441
Engineers Gate Manager
New York
$1.33M -$1.51M -19,349 -53%
CNC
442
Citizens & Northern Corp
Pennsylvania
$1.32M -$49.9K -639 -4%
GAM
443
Gemmer Asset Management
California
$1.32M +$1.29M +16,497 +5,499%
AHC
444
Adell Harriman & Carpenter
Texas
$1.31M +$117K +1,500 +10%
DCMM
445
DG Capital Management (Massachusetts)
Massachusetts
$1.28M +$1.28M +16,335 New
LP
446
LMR Partners
United Kingdom
$1.28M +$1.28M +16,342 New
Nomura Holdings
447
Nomura Holdings
Japan
$1.28M -$2.42M -30,979 -66%
DY
448
Dowling & Yahnke
California
$1.27M +$122K +1,564 +11%
OFS
449
Orrstown Financial Services
Pennsylvania
$1.26M +$51.8K +663 +4%
VCAM
450
Valentine Capital Asset Management
California
$1.25M -$228K -2,926 -16%

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.