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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
VNA
726
Valley National Advisers
Pennsylvania
$16K
BBHC
727
Brown Brothers Harriman & Co
New York
$15K -$3.98K -51 -21%
RFA
728
Reilly Financial Advisors
California
$15K
WAS
729
WESPAC Advisors SoCal
California
$15K +$15.6K +200 New
IP
730
Isthmus Partners
Wisconsin
$14K
MSFP
731
Mark Sheptoff Financial Planning
Connecticut
$14K
PFO
732
Pathstone Family Office
New Jersey
$14K
VCM
733
Versant Capital Management
Arizona
$14K +$14.2K +182 New
N
734
Nuveen
North Carolina
$13.1K +$472K +6,038 +4%
WA
735
WealthTrust-Arizona
Arizona
$13K -$2.34K -30 -16%
CHP
736
Cable Hill Partners
Oregon
$13K
MWM
737
MinichMacGregor Wealth Management
New York
$13K +$14.1K +180 New
MJRIC
738
Mogy Joel R Investment Counsel
California
$12.7K -$10.9M -140,081 -90%
LWA
739
Lenox Wealth Advisors
New York
$12K +$12.3K +157 New
TSU
740
TD Securities (USA)
New York
$11K -$16.8K -215 -61%
RIM
741
Ranger Investment Management
Texas
$11K
PCP
742
Proficio Capital Partners
Massachusetts
$11K +$10.8K +138 New
ClearBridge Investments
743
ClearBridge Investments
New York
$10K +$10.2K +131 New
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$9.25K -$9.29K -119 -50%
FMII
745
Farmers & Merchants Investments Inc
Nebraska
$9K -$8.28K -106 -49%
AFP
746
Ausdal Financial Partners
Iowa
$8K +$7.81K +100 New
PCM
747
Penserra Capital Management
California
$8K +$7.96K +102 New
PG
748
Patten Group
Tennessee
$7.84K
WOC
749
West Oak Capital
California
$7.84K
JG
750
Jefferies Group
New York
$6K -$5.57M -71,356 -100%

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.