Salesforce
CRM
551 hedge funds and large institutions have $34.2B invested in Salesforce in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 40 closing their positions.
43% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 40
12% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 201
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
1% more funds holding
Funds holding: 544 → 551 (+7)
2% less capital invested
Capital invested by funds: $35.1B → $34.2B (-$870M)
1.54% less ownership
Funds ownership: 97.67% → 96.13% (-1.5%)
21% less call options, than puts
Call options by funds: $516M | Put options by funds: $652M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$109M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$97.8M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$96.7M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$74.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$256M |
| 2 |
Coatue Management
New York
|
-$212M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$173M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$121M |
| 5 |
CCM
Criterion Capital Management
San Francisco,
California
|
-$113M |
CRM Hedge Fund Activity: Q3 2014 in Review
551 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2014, worth a combined $34.2B — down 2.5% from $35.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new CRM positions and 40 closed out — a net gain of 17 holders — while 225 added to existing stakes and 201 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $109M. The largest seller was Marsico Capital Management, cutting an estimated $256M.
- 551 institutional investors held Salesforce (CRM) as of Q3 2014, up from 544 in Q2 2014.
- Funds reported $34.2B of Salesforce stock for Q3 2014, down 2.5% quarter-over-quarter.
- 57 funds opened new Salesforce positions in Q3 2014 and 40 closed out, a net change of +17 holders.
- The largest Salesforce buyer in Q3 2014 was Capital Research Global Investors, an estimated $109M added.
- The largest Salesforce seller in Q3 2014 was Marsico Capital Management, an estimated $256M sold.
Based on aggregated 13F filings for Q3 2014.