We are live on ! Find out more
CRM icon

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
LNB
676
Ledyard National Bank
$85K
AIC
677
Ayalon Insurance Company
Israel
$85K +$18K +230 +27%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$83K +$7.81K +100 +10%
AIA
679
Allegis Investment Advisors
Idaho
$83K +$82.5K +1,057 New
GWM
680
Gupta Wealth Management
California
$80K
KT
681
Kanaly Trust
Texas
$79K -$1.64K -21 -2%
WA
682
WFG Advisors
Texas
$75K +$58.6K +750 +371%
AW
683
Alpha Windward
Massachusetts
$74K -$17.5K -224 -19%
TWA
684
TCI Wealth Advisors
Arizona
$73K +$60K +768 +465%
TCOV
685
Trust Company of Vermont
Vermont
$68K +$3.9K +50 +6%
FAM
686
Formidable Asset Management
Ohio
$66K -$781 -10 -1%
PSUF
687
People's United Financial
Connecticut
$65K -$23.4K -300 -27%
WA
688
Winfield Associates
Ohio
$63K
AP
689
Atwood & Palmer
Missouri
$62K
KKAMG
690
Kernodle & Katon Asset Management Group
Arkansas
$60K +$59.3K +760 New
QCG
691
Quadrant Capital Group
Ohio
$59K +$37.4K +479 +137%
PMFA
692
Plante Moran Financial Advisors
Michigan
$57K -$1.01K -13 -2%
WP
693
WealthPLAN Partners
Nebraska
$54.3K +$142K +1,816 New
BBPWM
694
Blue Bell Private Wealth Management
Pennsylvania
$54K
ACS
695
Archford Capital Strategies
Illinois
$53K -$12.8K -164 -20%
RGI
696
River Global Investors
United Kingdom
$50K +$50.8K +650 New
Manulife (Manufacturers Life Insurance)
697
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K -$1.59M -20,399 -3%
S
698
SignatureFD
Georgia
$47K +$8.59K +110 +23%
KF
699
Krilogy Financial
Missouri
$46K +$12.7K +163 +38%
CCS
700
Crosspoint Capital Strategies
California
$46K +$60.4K +774 New

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.