Salesforce
CRM
1,003 hedge funds and large institutions have $64.1B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 345 increasing their positions, 333 reducing their positions, and 45 closing their positions.
304% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 45
31% more funds holding in top 10
Funds holding in top 10: 39 → 51 (+12)
14% more funds holding
Funds holding: 877 → 1,003 (+126)
10% more capital invested
Capital invested by funds: $58.3B → $64.1B (+$5.71B)
4% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 333
0.18% less ownership
Funds ownership: 86.95% → 86.77% (-0.18%)
17% less call options, than puts
Call options by funds: $999M | Put options by funds: $1.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$336M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$294M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$278M |
| 4 |
Goldman Sachs
New York
|
+$171M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
SRS Investment Management
New York
|
-$221M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$213M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$190M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$166M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$143M |
CRM Hedge Fund Activity: Q4 2017 in Review
1,003 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2017, worth a combined $64.1B — up 9.8% from $58.3B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new CRM positions and 45 closed out — a net gain of 137 holders — while 345 added to existing stakes and 333 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $336M. The largest seller was SRS Investment Management, exiting entirely with an estimated $221M sold.
- 1,003 institutional investors held Salesforce (CRM) as of Q4 2017, up from 877 in Q3 2017.
- Funds reported $64.1B of Salesforce stock for Q4 2017, up 9.8% quarter-over-quarter.
- 182 funds opened new Salesforce positions in Q4 2017 and 45 closed out, a net change of +137 holders.
- The largest Salesforce buyer in Q4 2017 was Wellington Management Group, an estimated $336M added.
- The largest Salesforce seller in Q4 2017 was SRS Investment Management, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2017.