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Salesforce
CRM

569 hedge funds and large institutions have $39.7B invested in Salesforce in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 230 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $526M | Put options by funds: $367M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

15% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 200

12% more capital invested

Capital invested by funds: $35.3B → $39.7B (+$4.41B)

1% more funds holding

Funds holding: 563 → 569 (+6)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

0.09% less ownership

Funds ownership: 94.32% → 94.23% (-0.09%)

Holders
569
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
15.16%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
76
Increased
230
Reduced
200
Closed
63
Calls
$526M
Puts
$367M
Net Calls
+$159M
Net Calls Change
+$71.7M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$287M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$265M
3
HL
Harding Loevner
New Jersey
+$120M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$104M
5
PI
Putnam Investments
Massachusetts
+$97.2M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$211M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$163M
3
Wells Fargo
Wells Fargo
California
-$115M
4
Sands Capital Management
Sands Capital Management
Virginia
-$93.8M
5
CCI
Columbus Circle Investors
-$93.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
576
Lamond Capital Partners
California
– -$7.59M -127,970 Closed
TAM
577
Telemark Asset Management
Massachusetts
– -$6.52M -110,000 Closed
WAM
578
Wolverine Asset Management
Illinois
– -$6.77M -109,136 Closed
PC
579
Passport Capital
California
– -$4.98M -83,958 Closed
PP
580
PDT Partners
New York
– -$4.79M -80,700 Closed
CC
581
CQS Cayman
Cayman Islands
– -$2.46M -41,400 Closed
BBCM
582
Boardman Bay Capital Management
New York
– -$2.21M -37,322 Closed
DIA
583
Denver Investment Advisors
Colorado
– -$2.09M -35,177 Closed
AC
584
Aristeia Capital
Connecticut
– -$1.69M -28,504 Closed
HLA
585
Hamilton Lane Advisors
Pennsylvania
– -$1.46M -24,686 Closed
HIP
586
Hatteras Investment Partners
North Carolina
– -$1.4M -23,641 Closed
OI
587
Oakbrook Investments
Illinois
– -$1.12M -18,850 Closed
PP
588
Paloma Partners
Connecticut
– -$1.09M -18,400 Closed
Twin Tree Management
589
Twin Tree Management
Texas
– -$953K -15,365 Closed
RJFSA
590
Raymond James Financial Services Advisors
Florida
– -$824K -13,900 Closed
TCM
591
Texan Capital Management
Texas
– -$807K -13,600 Closed
AT
592
AMF Tjänstepension
Sweden
– -$795K -13,400 Closed
Belvedere Trading
593
Belvedere Trading
Illinois
– -$783K -13,200 Closed
FIG
594
Fortress Investment Group
New York
– -$662K -11,163 Closed
QT
595
Quantbot Technologies
New York
– -$649K -10,945 Closed
FM
596
Family Management
New York
– -$595K -10,025 Closed
JC
597
Jetstream Capital
Tennessee
– -$593K -10,000 Closed
BA
598
Bridgewater Associates
Connecticut
– -$559K -9,423 Closed
Point72 Asset Management
599
Point72 Asset Management
Connecticut
– -$546K -9,200 Closed
PAM
600
Princeton Alpha Management
New Jersey
– -$541K -9,119 Closed
22 23
24
25 26

CRM Hedge Fund Activity: Q1 2015 in Review

569 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2015, worth a combined $39.7B — up 12% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CRM positions and 63 closed out — a net gain of 13 holders — while 230 added to existing stakes and 200 trimmed.

The largest buyer was Capital World Investors, adding an estimated $287M. The largest seller was Goldman Sachs, cutting an estimated $211M.

  • 569 institutional investors held Salesforce (CRM) as of Q1 2015, up from 563 in Q4 2014.
  • Funds reported $39.7B of Salesforce stock for Q1 2015, up 12% quarter-over-quarter.
  • 76 funds opened new Salesforce positions in Q1 2015 and 63 closed out, a net change of +13 holders.
  • The largest Salesforce buyer in Q1 2015 was Capital World Investors, an estimated $287M added.
  • The largest Salesforce seller in Q1 2015 was Goldman Sachs, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2015.