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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
William Blair & Company
76
William Blair & Company
Illinois
$83.5M +$1.07M +13,698 +1%
AII
77
AGF Investments Inc
Ontario, Canada
$81.6M -$1.32M -16,953 -2%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$76.8M +$7.59M +97,207 +11%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$76.1M +$56M +717,016 +283%
MTB
80
Mizuho Trust & Banking
Japan
$75.9M +$1.89M +24,213 +3%
SEI Investments
81
SEI Investments
Pennsylvania
$75.7M +$27.7M +355,094 +58%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$75.3M +$4.76M +61,016 +7%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$74.7M -$1.33M -17,000 -2%
Axa
84
Axa
France
$70.9M -$427K -5,464 -0.6%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$66.4M -$180K -2,300 -0.3%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$66.3M -$6.59M -84,410 -9%
Principal Financial Group
87
Principal Financial Group
Iowa
$66.3M +$1.64M +20,989 +3%
IG
88
ING Group
Netherlands
$66M +$64.4M +824,144 +4,513%
APG Asset Management
89
APG Asset Management
Netherlands
$65.9M -$1.42M -18,229 -2%
CCM
90
Cornerstone Capital Management
Minnesota
$65.1M -$20.1M -257,577 -24%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$64.8M -$282K -3,608 -0.4%
GA
92
Geneva Advisors
Illinois
$64.5M +$17.1M +219,284 +36%
Prudential Financial
93
Prudential Financial
New Jersey
$64M +$495K +6,340 +0.8%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$62.8M +$5.42M +69,432 +9%
CWM
95
CIBC World Markets
New York
$62M +$61.8M +791,218 New
BJ
96
BlackRock Japan
Japan
$61.1M +$558K +7,140 +0.9%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$60.3M +$4.11M +52,621 +7%
ZCI
98
Zevenbergen Capital Investments
Washington
$59.1M -$117K -1,495 -0.2%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$58.2M +$43.2M +553,039 +293%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$56.4M -$3.9M -50,000 -6%

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.