Salesforce
CRM
763 hedge funds and large institutions have $43B invested in Salesforce in 2016 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 83 closing their positions.
81% more call options, than puts
Call options by funds: $612M | Put options by funds: $337M
1.24% more ownership
Funds ownership: 87.84% → 89.07% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 294
6% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 83
0% less funds holding
Funds holding: 764 → 763 (-1)
6% less capital invested
Capital invested by funds: $45.7B → $43B (-$2.63B)
16% less funds holding in top 10
Funds holding in top 10: 38 → 32 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$728M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$726M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$292M |
| 4 |
SCP
Soroban Capital Partners
New York
|
+$271M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$205M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$843M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$299M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$98M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$93.9M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$89.5M |
CRM Hedge Fund Activity: Q1 2016 in Review
763 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2016, worth a combined $43B — down 5.8% from $45.7B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new CRM positions and 83 closed out — a net gain of 5 holders — while 312 added to existing stakes and 294 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $728M. The largest seller was Capital World Investors, cutting an estimated $843M.
- 763 institutional investors held Salesforce (CRM) as of Q1 2016, down from 764 in Q4 2015.
- Funds reported $43B of Salesforce stock for Q1 2016, down 5.8% quarter-over-quarter.
- 88 funds opened new Salesforce positions in Q1 2016 and 83 closed out, a net change of +5 holders.
- The largest Salesforce buyer in Q1 2016 was Royal London Asset Management, an estimated $728M added.
- The largest Salesforce seller in Q1 2016 was Capital World Investors, an estimated $843M sold.
Based on aggregated 13F filings for Q1 2016.