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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
CPA
626
Columbia Pacific Advisors
Washington
$235K +$234K +2,993 New
GLI
627
Guardian Life Insurance
New York
$232K -$51.9K -665 -18%
MUS
628
Mitsubishi UFJ Securities
Japan
$232K +$125K +1,600 +118%
TF
629
Tompkins Financial
New York
$228K +$6.95K +89 +3%
AB
630
Atlas Brown
Kentucky
$226K +$262K +3,353 New
DG
631
Davidson & Garrard
Virginia
$224K +$223K +2,852 New
AA
632
Apriem Advisors
California
$223K +$15.6K +200 +8%
SBIA
633
Sheaff Brock Investment Advisors
Indiana
$221K +$220K +2,818 New
BA
634
Birinyi Associates
Connecticut
$220K -$289K -3,700 -57%
AIM
635
Assured Investment Management
New York
$219K -$2.65M -33,976 -92%
SS
636
Simplicity Solutions
Minnesota
$218K +$217K +2,775 New
BCM
637
Beck Capital Management
Texas
$216K +$215K +2,750 New
IIC
638
Integrated Investment Consultants
Michigan
$214K +$233K +2,987 New
GT
639
Glenview Trust
Kentucky
$213K +$212K +2,713 New
ST
640
Smithfield Trust
Pennsylvania
$207K +$206K +2,640 New
OWD
641
Osborn Williams & Donohoe
Ohio
$204K +$203K +2,600 New
Mariner
642
Mariner
Kansas
$203K -$1.62M -20,792 -89%
VFA
643
Voya Financial Advisors
Connecticut
$202K +$199K +2,553 New
GLRA
644
Gerald L. Ray & Associates
Texas
$202K +$201K +2,575 New
FNBT
645
FineMark National Bank & Trust
Florida
$194K -$937 -12 -0.5%
BRA
646
Blue Rock Advisors
Minnesota
$188K +$187K +2,399 New
PHK
647
Point72 Hong Kong
Hong Kong
$179K +$31.2K +400 +21%
PO
648
Private Ocean
California
$177K +$156K +1,997 +777%
IC
649
IKOS CIF
Cyprus
$175K -$187K -2,391 -55%
CFA
650
Camarda Financial Advisors
Florida
$172K +$148K +1,890 +630%

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.