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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
KA
751
Klingman & Associates
New York
$6K
MCM
752
MV Capital Management
Maryland
$5K
MFBTD
753
MB Financial Bank - Trust Department
Illinois
$4K -$7.18K -92 -66%
ATC
754
Adirondack Trust Company
New York
$4K
PRS
755
Pinkerton Retirement Specialists
Idaho
$4K
TRCT
756
Tower Research Capital (TRC)
New York
$4K +$4.22K +54 New
M
757
MOTCO
Texas
$3K
LJHT
758
Laurie J. Hall Trustee
$3K +$3.9K +50 New
GXMC
759
Global X Management Company
New York
$2K
OC
760
Oakworth Capital
Alabama
$2K
CIM
761
Contravisory Investment Management
Massachusetts
$2K +$1.95K +25 New
RWA
762
Ropes Wealth Advisors
Massachusetts
$1K +$703 +9 New
Lazard Asset Management
763
Lazard Asset Management
New York
$1K +$1.33K +17 New
SG Americas Securities
764
SG Americas Securities
New York
-$65.9M -843,664 Closed
CC
765
Coastland Capital
California
-$18.1M -260,379 Closed
GP
766
GLG Partners
United Kingdom
-$9.01M -129,783 Closed
HI
767
HBK Investments
Texas
-$6.05M -87,150 Closed
MC
768
Maplelane Capital
New York
-$5.01M -72,203 Closed
ZDA
769
Zweig-DiMenna Associates
New York
-$4.37M -63,000 Closed
AGAM
770
Avalon Global Asset Management
California
-$2.78M -40,000 Closed
WCA
771
Waratah Capital Advisors
Ontario, Canada
-$2.33M -33,560 Closed
LCM
772
Laurion Capital Management
New York
-$2.03M -29,200 Closed
CL
773
CSS LLC
Illinois
-$1.99M -28,700 Closed
AP
774
AlpInvest Partners
Netherlands
-$1.8M -25,901 Closed
MCM
775
Moore Capital Management
New York
-$1.74M -25,000 Closed

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.