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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
CG
551
Caprock Group
Idaho
$443K
GIM
552
Grassi Investment Management
California
$442K -$7.81K -100 -2%
AP
553
Advisor Partners
California
$440K +$10.6K +136 +2%
AAP
554
Ardsley Advisory Partners
Connecticut
$431K +$429K +5,500 New
TPWA
555
TRUE Private Wealth Advisors
Oregon
$430K +$428K +5,484 New
SBH
556
Segall Bryant & Hamill
Illinois
$426K
CL
557
CPWM LLC
Washington
$425K -$529K -6,773 -56%
BCI
558
Brinker Capital Investments
Pennsylvania
$416K +$45.7K +585 +12%
SSP
559
Sapphire Star Partners
Washington
$415K +$414K +5,300 New
1GA
560
1st Global Advisors
Texas
$406K +$404K +5,175 New
CGT
561
Capital Guardian Trust
California
$404K +$51.7K +662 +15%
SCM
562
Southport Capital Management
Tennessee
$400K
GI
563
Gradient Investments
Minnesota
$395K -$11.2K -143 -3%
CA
564
Cornerstone Advisors
North Carolina
$392K
RHBC
565
R.H. Bluestein & Co
Michigan
$392K
RCAG
566
Rehmann Capital Advisory Group
Michigan
$392K +$6.95K +89 +2%
EEG
567
E.E. Geduld
$392K +$390K +5,000 New
GCM
568
Glaxis Capital Management
Florida
$392K +$390K +5,000 New
B
569
Bailard
California
$379K +$378K +4,835 New
FPC
570
Falcon Point Capital
California
$378K
RCM
571
Reynolds Capital Management
Nevada
$376K +$85.9K +1,100 +30%
BJL
572
Brighton Jones LLC
Washington
$374K +$87.4K +1,119 +31%
CCA
573
Checchi Capital Advisers
California
$371K +$59.5K +762 +19%
DP
574
Dearborn Partners
Illinois
$368K -$36.3K -465 -9%
ACM
575
Alta Capital Management
Utah
$366K -$859 -11 -0.2%

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.