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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
GT
651
Glenmede Trust
Pennsylvania
$167K +$39K +500 +30%
GBBWRPM
652
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$158K +$158K +2,021 New
HTHT
653
Hemenway Trust Hemenway Trust
New Hampshire
$157K
SF
654
Synovus Financial
Georgia
$153K +$143K +1,836 +1,836%
CG
655
Cutler Group
California
$148K +$148K +1,893 New
MWP
656
MYCIO Wealth Partners
Pennsylvania
$144K -$625 -8 -0.4%
CG
657
Colony Group
Massachusetts
$144K
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
HA
659
Harfst & Associates
Wyoming
$142K +$18K +230 +15%
SC
660
Saturna Capital
Washington
$138K +$74.4K +953 +118%
SAMC
661
Shinko Asset Management Company
Japan
$135K
ASN
662
Advisory Services Network
Georgia
$128K
ED
663
Exane Derivatives
France
$128K +$127K +1,632 New
EDRE
664
Edmond de Rothschild (Europe)
Luxembourg
$122K
CBOA
665
Commonwealth Bank of Australia
Australia
$120K +$11.9K +152 +11%
NFG
666
Next Financial Group
Texas
$116K +$4.45K +57 +4%
RFS
667
Rockefeller Financial Services
New York
$111K
LOT
668
Lombard Odier Transatlantic
Quebec, Canada
$106K
MAM
669
Meeder Asset Management
Ohio
$106K
AssetMark Inc
670
AssetMark Inc
California
$104K +$104K +1,330 New
BL
671
Balentine LLC
Georgia
$102K +$23.4K +300 +30%
LWM
672
LBA Wealth Management
Florida
$100K +$46.9K +600 +88%
CB
673
Community Bank
New York
$86K +$85.3K +1,092 New
TDC
674
Thompson Davis & Co
Virginia
$85K -$68.4K -876 -45%
IWMPD
675
Integrated Wealth Management (Palm Desert)
California
$85K

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.