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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
BFM
501
Boothbay Fund Management
New York
$718K +$715K +9,162 New
BRWA
502
B. Riley Wealth Advisors
Florida
$715K +$712K +9,112 New
BWM
503
Bernicke Wealth Management
Wisconsin
$700K +$697K +8,932 New
SBA
504
Seven Bridges Advisors
New York
$700K +$698K +8,934 New
ANRIA
505
American National Registered Investment Advisor
Texas
$691K +$689K +8,820 New
UCFA
506
United Capital Financial Advisors
Texas
$682K +$285K +3,646 +72%
MNBTD
507
Moody National Bank Trust Division
Texas
$680K +$677K +8,670 New
BAAM
508
Baker Avenue Asset Management
California
$679K -$31.2K -400 -4%
PL
509
Parkwood LLC
Ohio
$679K
WEC
510
Winslow Evans & Crocker
Massachusetts
$675K +$469K +6,004 +230%
FRM
511
Fox Run Management
Connecticut
$659K +$656K +8,400 New
SWP
512
Stratos Wealth Partners
Ohio
$643K +$640K +8,199 New
CCMW
513
Cypress Capital Management (Wyoming)
Wyoming
$635K
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$634K +$632K +8,093 New
SLAM
515
Swiss Life Asset Management
$616K +$614K +7,859 New
ABFS
516
Appropriate Balance Financial Services
Washington
$616K +$614K +7,863 New
FFC
517
First Financial Corp
Indiana
$611K +$169K +2,160 +38%
SFI
518
SPC Financial Inc
Maryland
$611K +$609K +7,795 New
QSS
519
Quantitative Systematic Strategies
Florida
$610K -$206K -2,633 -25%
MAM
520
Mizuho Asset Management
Japan
$607K +$66.9K +857 +12%
IB
521
Intrust Bank
Kansas
$604K +$258K +3,298 +75%
HK
522
Horizon Kinetics
New York
$598K -$173K -2,215 -23%
FP
523
FDO Partners
Massachusetts
$592K +$589K +7,548 New
MFS
524
Monetta Financial Services
Illinois
$588K
SPC
525
Sigma Planning Corp
Michigan
$580K +$351K +4,500 +155%

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.