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Salesforce
CRM

466 hedge funds and large institutions have $25.7B invested in Salesforce in 2013 Q2 according to their latest regulatory filings, with 466 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

104.68% more ownership

Funds ownership: 0% → 104.68% (+105%)

16% less call options, than puts

Call options by funds: $376M | Put options by funds: $448M

Holders
466
Holders Change
+466
Holders Change %
–
% of All Funds
15.21%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
% of All Funds
0.46%
New
466
Increased
–
Reduced
–
Closed
–
Calls
$376M
Puts
$448M
Net Calls
-$71.7M
Net Calls Change
-$71.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
451
Palladium Partners
Virginia
$4K +$4.13K +100 New
CCM
452
Chilton Capital Management
Texas
$4K +$4.46K +108 New
PMFA
453
Plante Moran Financial Advisors
Michigan
$4K +$4.46K +108 New
WA
454
WealthTrust-Arizona
Arizona
$4K +$4.58K +111 New
IFWM
455
Institute for Wealth Management
Colorado
$4K +$4.79K +116 New
CAW
456
Cornerstone Advisors (Washington)
Washington
$3K +$2.97K +72 New
PI
457
PineBridge Investments
New York
$2K +$1.86K +45 New
SHWM
458
Smith & Howard Wealth Management
Georgia
$2K +$2.15K +52 New
ATC
459
Adirondack Trust Company
New York
$2K +$2.48K +60 New
BAM
460
Barrett Asset Management
New York
$2K +$2.48K +60 New
PG
461
PEAK6 Group
Illinois
$1.01K +$1.1M +26,588 New
Loomis, Sayles & Company
462
Loomis, Sayles & Company
Massachusetts
$849 +$917K +22,224 New
Thrivent Financial for Lutherans
463
Thrivent Financial for Lutherans
Minnesota
$710 +$768K +18,600 New
NES
464
New England Securities
New York
– +$165 +4 New
Lazard Asset Management
465
Lazard Asset Management
New York
– +$619 +15 New
DADC
466
D.A. Davidson & Co
Montana
– +$826 +20 New
15 16 17 18
19

CRM Hedge Fund Activity: Q2 2013 in Review

466 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2013, worth a combined $25.7B.

Buyers outnumbered sellers: 466 funds opened new CRM positions and 0 closed out — a net gain of 466 holders — while 0 added to existing stakes and 0 trimmed.

  • 466 institutional investors held Salesforce (CRM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $25.7B of Salesforce stock for Q2 2013.
  • 466 funds opened new Salesforce positions in Q2 2013 and 0 closed out, a net change of +466 holders.

Based on aggregated 13F filings for Q2 2013.