Salesforce
CRM
CRM
1,980 hedge funds and large institutions have $165B invested in Salesforce in 2020 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 977 increasing their positions, 515 reducing their positions, and 135 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
12% less capital invested
Capital invested by funds: $187B → $165B (-$22.6B)
21% less call options, than puts
Call options by funds: $6.67B | Put options by funds: $8.43B
42% less funds holding in top 10
Funds holding in top 10: 150 → 87 (-63)
Holders
1,980
Holding in Top 10
87
Calls
$6.67B
Puts
$8.43B
Top Buyers
| 1 | +$616M | |
| 2 | +$461M | |
| 3 | +$416M | |
| 4 |
Morgan Stanley
New York
|
+$374M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$294M |
Top Sellers
| 1 | -$1.25B | |
| 2 | -$681M | |
| 3 | -$577M | |
| 4 |
JP Morgan Chase
New York
|
-$565M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$529M |