Salesforce
CRM
642 hedge funds and large institutions have $40.2B invested in Salesforce in 2015 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 216 reducing their positions, and 37 closing their positions.
211% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 37
46% more call options, than puts
Call options by funds: $755M | Put options by funds: $518M
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
13% more funds holding
Funds holding: 569 → 642 (+73)
12% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 216
1% more capital invested
Capital invested by funds: $39.7B → $40.2B (+$508M)
6.08% less ownership
Funds ownership: 94.23% → 88.15% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$299M |
| 2 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$134M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$118M |
| 4 |
Millennium Management
New York
|
+$89.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$630M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$237M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$178M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$163M |
| 5 |
Jennison Associates
New York
|
-$157M |
CRM Hedge Fund Activity: Q2 2015 in Review
642 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2015, worth a combined $40.2B — up 1.3% from $39.7B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new CRM positions and 37 closed out — a net gain of 78 holders — while 241 added to existing stakes and 216 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $299M. The largest seller was Ameriprise, cutting an estimated $630M.
- 642 institutional investors held Salesforce (CRM) as of Q2 2015, up from 569 in Q1 2015.
- Funds reported $40.2B of Salesforce stock for Q2 2015, up 1.3% quarter-over-quarter.
- 115 funds opened new Salesforce positions in Q2 2015 and 37 closed out, a net change of +78 holders.
- The largest Salesforce buyer in Q2 2015 was Citadel Advisors, an estimated $299M added.
- The largest Salesforce seller in Q2 2015 was Ameriprise, an estimated $630M sold.
Based on aggregated 13F filings for Q2 2015.