Salesforce
CRM
563 hedge funds and large institutions have $35.3B invested in Salesforce in 2014 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 228 increasing their positions, 206 reducing their positions, and 52 closing their positions.
42% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 52
16% more call options, than puts
Call options by funds: $625M | Put options by funds: $537M
11% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 206
2% more funds holding
Funds holding: 551 → 563 (+12)
3% more capital invested
Capital invested by funds: $34.2B → $35.3B (+$1.06B)
1.81% less ownership
Funds ownership: 96.13% → 94.32% (-1.8%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$491M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$102M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92.6M |
| 4 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$77.3M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$71.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$410M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$263M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$153M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$83.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$77.4M |
CRM Hedge Fund Activity: Q4 2014 in Review
563 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2014, worth a combined $35.3B — up 3.1% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new CRM positions and 52 closed out — a net gain of 22 holders — while 228 added to existing stakes and 206 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $491M. The largest seller was Baillie Gifford & Co, cutting an estimated $410M.
- 563 institutional investors held Salesforce (CRM) as of Q4 2014, up from 551 in Q3 2014.
- Funds reported $35.3B of Salesforce stock for Q4 2014, up 3.1% quarter-over-quarter.
- 74 funds opened new Salesforce positions in Q4 2014 and 52 closed out, a net change of +22 holders.
- The largest Salesforce buyer in Q4 2014 was T. Rowe Price Associates, an estimated $491M added.
- The largest Salesforce seller in Q4 2014 was Baillie Gifford & Co, an estimated $410M sold.
Based on aggregated 13F filings for Q4 2014.