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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
SMG
476
Spectrum Management Group
Indiana
$859K +$856K +10,960 New
LIA
477
LS Investment Advisors
Michigan
$851K -$169K -2,160 -17%
LH
478
Lebenthal Holdings
New York
$845K +$842K +10,782 New
Walleye Trading
479
Walleye Trading
New York
$836K +$833K +10,665 New
CLOS
480
Compagnie Lombard Odier SCmA
Switzerland
$827K -$307K -3,930 -27%
PI
481
PineBridge Investments
New York
$826K -$36.5K -467 -4%
CIM
482
CIM Investment Management
Pennsylvania
$816K +$813K +10,411 New
W
483
Wealthfront
California
$815K +$68.6K +879 +9%
SM
484
Sciencast Management
New Jersey
$815K +$812K +10,400 New
PP
485
Prudential plc
United Kingdom
$805K +$180K +2,300 +29%
MCM
486
MAI Capital Management
Ohio
$800K +$22.7K +291 +3%
CWM
487
Calamos Wealth Management
Illinois
$796K -$344K -4,409 -30%
ACM
488
Aviance Capital Management
Florida
$791K +$788K +10,094 New
BCM
489
Boltwood Capital Management
California
$784K +$50.8K +650 +7%
ECM
490
Element Capital Management
New York
$784K +$781K +10,000 New
SSG
491
Summit Securities Group
New York
$784K +$781K +10,000 New
GI
492
GAMCO Investors
Connecticut
$780K +$777K +9,950 New
SEC
493
Seven Eight Capital
New York
$776K +$586K +7,500 +312%
SAM
494
Symphony Asset Management
California
$768K -$924K -11,832 -55%
HCM
495
Hollencrest Capital Management
California
$765K +$23.4K +300 +3%
OMCS
496
Old Mutual Customised Solutions
South Africa
$745K
Pacer Advisors
497
Pacer Advisors
Pennsylvania
$734K +$731K +9,363 New
TIA
498
Tiemann Investment Advisors
California
$731K +$7.81K +100 +1%
GG
499
Gofen & Glossberg
Illinois
$727K
LNWWM
500
Laird Norton Wetherby Wealth Management
California
$723K +$45.8K +587 +7%

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.