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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
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$359K -$25.3K -324 -7%
BCM
577
Bayesian Capital Management
New York
$359K +$358K +4,580 New
JIP
578
Jaffetilchin Investment Partners
Florida
$356K -$24K -307 -6%
SCM
579
Shelton Capital Management
Colorado
$350K
PCR
580
Potrero Capital Research
California
$337K +$336K +4,300 New
WB
581
WesBanco Bank
West Virginia
$331K
ACM
582
Azimuth Capital Management
Michigan
$329K +$7.81K +100 +2%
PAM
583
PartnerRe Asset Management
Connecticut
$326K -$552K -7,071 -63%
WG
584
Winton Group
United Kingdom
$325K +$323K +4,140 New
Luther King Capital Management (LKCM)
585
Luther King Capital Management (LKCM)
Texas
$323K
NAM
586
NTV Asset Management
West Virginia
$321K
JT
587
Jump Trading
Illinois
$320K +$318K +4,076 New
PAIA
588
Park Avenue Institutional Advisers
New York
$317K -$6.09K -78 -2%
AAM
589
Azzad Asset Management
Virginia
$314K +$8.82K +113 +3%
AAM
590
Advisors Asset Management
Colorado
$313K +$85.5K +1,095 +38%
HIIFS
591
Harel Insurance Investments & Financial Services
Israel
$311K +$310K +3,970 New
MCM
592
Murphy Capital Management
New Jersey
$309K
CAN
593
Cetera Advisor Networks
California
$308K +$19.2K +246 +7%
MAM
594
Martingale Asset Management
Massachusetts
$299K +$297K +3,807 New
EDRAML
595
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$298K +$297K +3,800 New
PJSIMP
596
P.J. Schmidt Investment Management (PJS)
Wisconsin
$297K
SRAM
597
Stone Ridge Asset Management
New York
$290K
CA
598
Cetera Advisors
Colorado
$286K -$1.06M -13,612 -79%
MFW
599
Meristem Family Wealth
Minnesota
$286K +$285K +3,649 New
Bessemer Group
600
Bessemer Group
New Jersey
$285K +$140K +1,792 +98%

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.