Salesforce
CRM
1,704 hedge funds and large institutions have $140B invested in Salesforce in 2020 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 771 increasing their positions, 543 reducing their positions, and 126 closing their positions.
77% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 126
42% more repeat investments, than reductions
Existing positions increased: 771 | Existing positions reduced: 543
31% more capital invested
Capital invested by funds: $107B → $140B (+$32.7B)
5% more funds holding
Funds holding: 1,622 → 1,704 (+82)
0.33% less ownership
Funds ownership: 83.1% → 82.76% (-0.33%)
6% less funds holding in top 10
Funds holding in top 10: 99 → 93 (-6)
26% less call options, than puts
Call options by funds: $2.07B | Put options by funds: $2.78B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$633M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$513M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$321M |
| 4 |
First Eagle Investment Management
New York
|
+$238M |
| 5 |
BlackRock
New York
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$688M |
| 2 |
Jennison Associates
New York
|
-$664M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$642M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$402M |
| 5 |
JP Morgan Chase
New York
|
-$283M |
CRM Hedge Fund Activity: Q2 2020 in Review
1,704 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2020, worth a combined $140B — up 31% from $107B a quarter earlier.
Buyers outnumbered sellers: 223 funds opened new CRM positions and 126 closed out — a net gain of 97 holders — while 771 added to existing stakes and 543 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $633M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $688M.
- 1,704 institutional investors held Salesforce (CRM) as of Q2 2020, up from 1,622 in Q1 2020.
- Funds reported $140B of Salesforce stock for Q2 2020, up 31% quarter-over-quarter.
- 223 funds opened new Salesforce positions in Q2 2020 and 126 closed out, a net change of +97 holders.
- The largest Salesforce buyer in Q2 2020 was Loomis, Sayles & Company, an estimated $633M added.
- The largest Salesforce seller in Q2 2020 was BNP Paribas Financial Markets, an estimated $688M sold.
Based on aggregated 13F filings for Q2 2020.