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Salesforce
CRM

551 hedge funds and large institutions have $34.2B invested in Salesforce in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 225 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

12% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 201

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

1% more funds holding

Funds holding: 544 → 551 (+7)

2% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$870M)

1.54% less ownership

Funds ownership: 97.67% → 96.13% (-1.5%)

21% less call options, than puts

Call options by funds: $516M | Put options by funds: $652M

Holders
551
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
15.98%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
57
Increased
225
Reduced
201
Closed
40
Calls
$516M
Puts
$652M
Net Calls
-$136M
Net Calls Change
-$129M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$109M
2
Citadel Advisors
Citadel Advisors
Florida
+$97.8M
3
BA
BlackRock Advisors
Delaware
+$96.7M
4
BIM
BlackRock Investment Management
Delaware
+$74.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.1M

Top Sellers

Rank Fund Capital Flow
1
MCM
Marsico Capital Management
Colorado
-$256M
2
Coatue Management
Coatue Management
New York
-$212M
3
Norges Bank
Norges Bank
Norway
-$173M
4
Ameriprise
Ameriprise
Minnesota
-$121M
5
CCM
Criterion Capital Management
California
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
576
Advisor Partners
California
– -$248K -4,271 Closed
SC
577
Scotia Capital
Ontario, Canada
– -$246K -4,241 Closed
SCM
578
Shelton Capital Management
Colorado
– -$218K -3,760 Closed
PAG
579
Private Advisor Group
New Jersey
– -$210K -3,608 Closed
CCA
580
Catalyst Capital Advisors
New York
– -$145K -2,500 Closed
IPC
581
Independent Portfolio Consultants
Florida
– -$113K -1,953 Closed
QBFM
582
QS Batterymarch Financial Management
New York
– -$86K -1,469 Closed
IC
583
IKOS CIF
Cyprus
– -$74K -880 Closed
CTC
584
Central Trust Company
Missouri
– -$32K -549 Closed
BRWA
585
B. Riley Wealth Advisors
Florida
– -$30.5K -524 Closed
PAS
586
Partnervest Advisory Services
California
– -$23K -400 Closed
CGI
587
CI Global Investments
California
– -$12K -200 Closed
SJIM
588
St. Johns Investment Management
Florida
– -$8K -140 Closed
NIM
589
NuWave Investment Management
New Jersey
– -$7K -126 Closed
PI
590
PineBridge Investments
New York
– -$3K -47 Closed
HCC
591
Hirtle Callaghan & Co
Pennsylvania
– -$1K -23 Closed
20 21 22 23
24

CRM Hedge Fund Activity: Q3 2014 in Review

551 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2014, worth a combined $34.2B — down 2.5% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CRM positions and 40 closed out — a net gain of 17 holders — while 225 added to existing stakes and 201 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $109M. The largest seller was Marsico Capital Management, cutting an estimated $256M.

  • 551 institutional investors held Salesforce (CRM) as of Q3 2014, up from 544 in Q2 2014.
  • Funds reported $34.2B of Salesforce stock for Q3 2014, down 2.5% quarter-over-quarter.
  • 57 funds opened new Salesforce positions in Q3 2014 and 40 closed out, a net change of +17 holders.
  • The largest Salesforce buyer in Q3 2014 was Capital Research Global Investors, an estimated $109M added.
  • The largest Salesforce seller in Q3 2014 was Marsico Capital Management, an estimated $256M sold.

Based on aggregated 13F filings for Q3 2014.