Salesforce
CRM
569 hedge funds and large institutions have $39.7B invested in Salesforce in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 200 reducing their positions, and 63 closing their positions.
43% more call options, than puts
Call options by funds: $526M | Put options by funds: $367M
21% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 63
15% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 200
12% more capital invested
Capital invested by funds: $35.3B → $39.7B (+$4.41B)
1% more funds holding
Funds holding: 563 → 569 (+6)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.09% less ownership
Funds ownership: 94.32% → 94.23% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$287M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$265M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$120M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$104M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$97.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$211M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$163M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$115M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$93.8M |
| 5 |
CCI
Columbus Circle Investors
|
-$93.8M |
CRM Hedge Fund Activity: Q1 2015 in Review
569 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2015, worth a combined $39.7B — up 12% from $35.3B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new CRM positions and 63 closed out — a net gain of 13 holders — while 230 added to existing stakes and 200 trimmed.
The largest buyer was Capital World Investors, adding an estimated $287M. The largest seller was Goldman Sachs, cutting an estimated $211M.
- 569 institutional investors held Salesforce (CRM) as of Q1 2015, up from 563 in Q4 2014.
- Funds reported $39.7B of Salesforce stock for Q1 2015, up 12% quarter-over-quarter.
- 76 funds opened new Salesforce positions in Q1 2015 and 63 closed out, a net change of +13 holders.
- The largest Salesforce buyer in Q1 2015 was Capital World Investors, an estimated $287M added.
- The largest Salesforce seller in Q1 2015 was Goldman Sachs, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2015.