Salesforce
CRM
527 hedge funds and large institutions have $35.7B invested in Salesforce in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 198 reducing their positions, and 46 closing their positions.
65% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 46
15% more call options, than puts
Call options by funds: $682M | Put options by funds: $595M
7% more capital invested
Capital invested by funds: $33.5B → $35.7B (+$2.23B)
4% more funds holding
Funds holding: 505 → 527 (+22)
1% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 198
3.83% less ownership
Funds ownership: 101.96% → 98.13% (-3.8%)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$157M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$90.2M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$81.4M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$80.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$568M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$323M |
| 3 |
Jennison Associates
New York
|
-$117M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$112M |
| 5 |
O
OppenheimerFunds
New York
|
-$82.6M |
CRM Hedge Fund Activity: Q4 2013 in Review
527 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2013, worth a combined $35.7B — up 6.7% from $33.5B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new CRM positions and 46 closed out — a net gain of 30 holders — while 196 added to existing stakes and 198 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $157M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $568M.
- 527 institutional investors held Salesforce (CRM) as of Q4 2013, up from 505 in Q3 2013.
- Funds reported $35.7B of Salesforce stock for Q4 2013, up 6.7% quarter-over-quarter.
- 76 funds opened new Salesforce positions in Q4 2013 and 46 closed out, a net change of +30 holders.
- The largest Salesforce buyer in Q4 2013 was Wellington Management Group, an estimated $157M added.
- The largest Salesforce seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $568M sold.
Based on aggregated 13F filings for Q4 2013.