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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
SSB
701
Sandy Spring Bank
Maryland
$43K
AF
702
Allworth Financial
California
$40K
PFBT
703
Parkside Financial Bank & Trust
Missouri
$38K +$3.59K +46 +10%
AC
704
Alexandria Capital
Virginia
$37K
DPA
705
Delphi Private Advisors
California
$36K +$36.3K +465 New
DBT
706
Dubuque Bank & Trust
Iowa
$35K +$32.3K +414 +1,255%
JIC
707
Joel Isaacson & Co
New York
$33K
IPC
708
Independent Portfolio Consultants
Florida
$32K +$11.7K +150 +59%
BKA
709
Brick & Kyle Associates
Pennsylvania
$31K +$11.7K +150 +60%
BAM
710
Brave Asset Management
New Jersey
$31K +$31.2K +400 New
DSC
711
Duncker Streett & Co
Missouri
$31K +$31.2K +400 New
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$2.73K +35 +11%
NFM
713
North Forty Management
Washington
$28K +$28.1K +360 New
SIM
714
Sonora Investment Management
Arizona
$26K -$3.59K -46 -12%
FHA
715
First Horizon Advisors
Tennessee
$24K -$12.9K -165 -34%
AA
716
AlphaMark Advisors
Kentucky
$24K
HF
717
Hoxton Financial
West Virginia
$24K
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$24K
SIG
719
Stanford Investment Group
California
$24K
ADL
720
Asset Dedication LLC
California
$23K +$23.3K +299 New
ZB
721
Zions Bancorporation
Utah
$22K +$12.7K +162 +73%
IR
722
Invictus RG
Bermuda
$21K +$20.6K +264 New
MCM
723
Manchester Capital Management
Vermont
$20K
MA
724
MUFG Americas
New York
$18K -$43.3K -554 -70%
TFO
725
Tarbox Family Office
California
$18K +$2.11K +27 +14%

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.