Salesforce
CRM
814 hedge funds and large institutions have $41.2B invested in Salesforce in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 287 reducing their positions, and 103 closing their positions.
49% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 103
45% more funds holding in top 10
Funds holding in top 10: 22 → 32 (+10)
4% more funds holding
Funds holding: 779 → 814 (+35)
1.42% more ownership
Funds ownership: 87.15% → 88.57% (+1.4%)
4% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 287
1% less capital invested
Capital invested by funds: $41.6B → $41.2B (-$428M)
16% less call options, than puts
Call options by funds: $687M | Put options by funds: $821M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$599M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$285M |
| 3 |
CM
Corvex Management
New York
|
+$251M |
| 4 |
JP
Jana Partners
New York
|
+$230M |
| 5 |
SIM
SRS Investment Management
New York
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$470M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$326M |
| 3 |
Jennison Associates
New York
|
-$269M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$248M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$215M |
CRM Hedge Fund Activity: Q4 2016 in Review
814 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2016, worth a combined $41.2B — down 1% from $41.6B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new CRM positions and 103 closed out — a net gain of 50 holders — while 298 added to existing stakes and 287 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $599M. The largest seller was Fidelity Investments, cutting an estimated $470M.
- 814 institutional investors held Salesforce (CRM) as of Q4 2016, up from 779 in Q3 2016.
- Funds reported $41.2B of Salesforce stock for Q4 2016, down 1% quarter-over-quarter.
- 153 funds opened new Salesforce positions in Q4 2016 and 103 closed out, a net change of +50 holders.
- The largest Salesforce buyer in Q4 2016 was T. Rowe Price Associates, an estimated $599M added.
- The largest Salesforce seller in Q4 2016 was Fidelity Investments, an estimated $470M sold.
Based on aggregated 13F filings for Q4 2016.