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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
TD Asset Management
101
TD Asset Management
Ontario, Canada
$52.4M -$4.11M -52,650 -7%
AAM
102
AO Asset Management
New York
$50.5M +$19.3M +247,500 +63%
ASC
103
Atalanta Sosnoff Capital
New York
$50.4M -$1.81M -23,136 -3%
CM
104
Castleark Management
Illinois
$50.2M -$46.9K -600 -0.1%
Dimensional Fund Advisors
105
Dimensional Fund Advisors
Texas
$49.2M +$3.27M +41,849 +7%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$46.4M -$4.97M -63,693 -10%
Arrowstreet Capital
107
Arrowstreet Capital
Massachusetts
$43M +$42.9M +548,800 New
WRCM
108
Whale Rock Capital Management
Massachusetts
$42.1M +$30.6M +392,183 +272%
IGIM
109
I.G. Investment Management
Manitoba, Canada
$40.5M +$286K +3,658 +0.7%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$40.5M +$494K +6,324 +1%
IG
111
Ithaka Group
Virginia
$40.3M +$6.28M +80,457 +19%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$40.3M +$7.18M +91,900 +22%
Public Sector Pension Investment Board (PSP Investments)
113
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$39.3M +$1.86M +23,800 +5%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.6M -$31.2K -399 -0.1%
EVM
115
Eaton Vance Management
Massachusetts
$37M +$2.34M +30,012 +7%
NFA
116
Nationwide Fund Advisors
Ohio
$36.2M -$20.3M -259,611 -36%
Lord, Abbett & Co
117
Lord, Abbett & Co
New Jersey
$35.9M -$4.98M -63,739 -12%
PMAM
118
Picton Mahoney Asset Management
Ontario, Canada
$34.2M +$23.7M +303,112 +228%
USAA
119
United Services Automobile Association
Texas
$34.1M +$2.95M +37,739 +9%
BAPIM
120
British Airways Pensions Investment Management
United Kingdom
$33.6M
Macquarie Group
121
Macquarie Group
Australia
$33.6M -$1.81M -23,190 -5%
BCIM
122
British Columbia Investment Management
British Columbia, Canada
$32M -$8.35M -106,959 -21%
GH
123
GAM Holding
Switzerland
$31.7M +$25.6M +328,378 +433%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$31.2M -$375K -4,807 -1%
WIM
125
Waverton Investment Management
United Kingdom
$31M +$62.5K +800 +0.2%

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.