Salesforce
CRM
534 hedge funds and large institutions have $36.2B invested in Salesforce in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 50 closing their positions.
26% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 50
13% more call options, than puts
Call options by funds: $597M | Put options by funds: $526M
12% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 193
1% more funds holding
Funds holding: 527 → 534 (+7)
1% more capital invested
Capital invested by funds: $35.7B → $36.2B (+$471M)
0.27% less ownership
Funds ownership: 98.13% → 97.86% (-0.27%)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$695M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$236M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$198M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$191M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$695M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$307M |
| 3 |
Goldman Sachs
New York
|
-$185M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$108M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$97.3M |
CRM Hedge Fund Activity: Q1 2014 in Review
534 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2014, worth a combined $36.2B — up 1.3% from $35.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new CRM positions and 50 closed out — a net gain of 13 holders — while 216 added to existing stakes and 193 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $695M. The largest seller was Sands Capital Management, cutting an estimated $695M.
- 534 institutional investors held Salesforce (CRM) as of Q1 2014, up from 527 in Q4 2013.
- Funds reported $36.2B of Salesforce stock for Q1 2014, up 1.3% quarter-over-quarter.
- 63 funds opened new Salesforce positions in Q1 2014 and 50 closed out, a net change of +13 holders.
- The largest Salesforce buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $695M added.
- The largest Salesforce seller in Q1 2014 was Sands Capital Management, an estimated $695M sold.
Based on aggregated 13F filings for Q1 2014.