Salesforce
CRM
1,834 hedge funds and large institutions have $188B invested in Salesforce in 2020 Q3 according to their latest regulatory filings, with 245 funds opening new positions, 721 increasing their positions, 678 reducing their positions, and 103 closing their positions.
138% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 103
62% more funds holding in top 10
Funds holding in top 10: 93 → 151 (+58)
52% more call options, than puts
Call options by funds: $7.45B | Put options by funds: $4.89B
34% more capital invested
Capital invested by funds: $140B → $188B (+$47.9B)
8% more funds holding
Funds holding: 1,704 → 1,834 (+130)
6% more repeat investments, than reductions
Existing positions increased: 721 | Existing positions reduced: 678
0.65% less ownership
Funds ownership: 82.76% → 82.11% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$1.15B |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$310M |
| 3 |
Alkeon Capital Management
New York
|
+$285M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$260M |
| 5 |
Morgan Stanley
New York
|
+$245M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$872M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$570M |
| 3 |
Jennison Associates
New York
|
-$455M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$420M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$402M |
CRM Hedge Fund Activity: Q3 2020 in Review
1,834 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2020, worth a combined $188B — up 34% from $140B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new CRM positions and 103 closed out — a net gain of 142 holders — while 721 added to existing stakes and 678 trimmed.
The largest buyer was State Street, adding an estimated $1.15B. The largest seller was Fidelity Investments, cutting an estimated $872M.
- 1,834 institutional investors held Salesforce (CRM) as of Q3 2020, up from 1,704 in Q2 2020.
- Funds reported $188B of Salesforce stock for Q3 2020, up 34% quarter-over-quarter.
- 245 funds opened new Salesforce positions in Q3 2020 and 103 closed out, a net change of +142 holders.
- The largest Salesforce buyer in Q3 2020 was State Street, an estimated $1.15B added.
- The largest Salesforce seller in Q3 2020 was Fidelity Investments, an estimated $872M sold.
Based on aggregated 13F filings for Q3 2020.