We are live on ! Find out more
CRM icon

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
NIT
526
NumerixS Investment Technologies
British Columbia, Canada
$565K -$117K -1,498 -17%
EC
527
Eachwin Capital
New York
$547K +$545K +6,982 New
MYAM
528
Meiji Yasuda Asset Management
Japan
$542K +$110K +1,410 +26%
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$539K -$65.3K -836 -11%
FAAS
530
First Allied Advisory Services
California
$538K +$44K +563 +9%
Northwestern Mutual Wealth Management
531
Northwestern Mutual Wealth Management
Wisconsin
$538K +$66.1K +847 +14%
MFS
532
MSI Financial Services
Massachusetts
$532K +$154K +1,975 +41%
BTNA
533
Bremer Trust National Association
Minnesota
$515K -$1.33K -17 -0.3%
JGC
534
J. Goldman & Co
New York
$515K +$513K +6,571 New
WS
535
Wedbush Securities
California
$508K +$56.8K +728 +13%
HCA
536
Harbour Capital Advisors
Virginia
$504K +$238K +3,050 +90%
EDRH
537
Edmond de Rothschild Holding
Switzerland
$498K +$172K +2,200 +53%
AL
538
Airain Ltd
Guernsey
$488K +$486K +6,224 New
DTL
539
Dynamic Technology Lab
Singapore
$486K +$484K +6,200 New
RJT
540
Raymond James Trust
Florida
$476K +$99.3K +1,271 +26%
AI
541
Atria Investments
North Carolina
$473K +$30.8K +395 +7%
FIM
542
Freedom Investment Management
Connecticut
$469K +$133K +1,697 +40%
IA
543
IFP Advisors
Florida
$467K +$465K +5,954 New
Edgewood Management
544
Edgewood Management
Connecticut
$464K +$25K +320 +6%
LP
545
LGL Partners
Pennsylvania
$459K +$458K +5,860 New
Tudor Investment Corp
546
Tudor Investment Corp
Connecticut
$458K +$456K +5,844 New
KIG
547
Kessler Investment Group
Indiana
$455K -$56.4K -722 -11%
IC
548
Intersect Capital
California
$449K -$79.2K -1,014 -15%
QI
549
Quotient Investors
New York
$447K +$108K +1,383 +32%
O
550
OppenheimerFunds
New York
$446K +$442K +5,659 New

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.