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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
Canada Life
151
Canada Life
Manitoba, Canada
$23.3M +$120K +1,538 +0.5%
ALA
152
Atherton Lane Advisers
California
$22.3M +$5.25M +67,240 +31%
WI
153
Wafra Inc
New York
$22.2M +$339K +4,337 +2%
TM
154
Thrax Management
New York
$22.1M +$22M +281,831 New
FA
155
Friess Associates
Delaware
$21.7M +$5.7M +73,000 +36%
WCM
156
Windward Capital Management
California
$20.9M +$5.07M +64,905 +32%
EA
157
Euclid Advisors
Connecticut
$20.4M +$8.67M +111,080 +75%
JMPWA
158
JP Morgan Private Wealth Advisors
California
$20.2M +$548K +7,019 +3%
RIM
159
Rainier Investment Management
Washington
$19.8M -$176K -2,250 -0.9%
CC
160
Crosslink Capital
California
$19.8M -$4.91M -62,830 -20%
Barclays
161
Barclays
United Kingdom
$19.4M +$4.84M +61,955 +33%
DnB Asset Management
162
DnB Asset Management
Norway
$19.3M +$2.04M +26,100 +12%
AIG
163
American International Group
New York
$19M +$436K +5,583 +2%
CPC
164
Cookson Peirce & Co
Pennsylvania
$18.9M +$18.8M +241,335 New
ACI
165
AMP Capital Investors
Australia
$18.6M +$3.23M +41,385 +21%
AG
166
Aperio Group
California
$18.5M +$2.12M +27,092 +13%
Victory Capital Management
167
Victory Capital Management
Texas
$18.2M -$12.6M -161,051 -41%
WRF
168
Waddell & Reed Financial
Kansas
$18.1M +$1.01M +12,973 +6%
JCM
169
Jag Capital Management
Missouri
$18M +$17.9M +229,120 New
GCM
170
Glynn Capital Management
California
$17.6M +$435K +5,573 +3%
FHAM
171
Folger Hill Asset Management
New York
$17.3M +$17.3M +221,274 New
CCP
172
Clough Capital Partners
Massachusetts
$17.3M -$16.9M -216,044 -49%
RG
173
Rathbones Group
United Kingdom
$17.3M +$18.5M +237,140 New
CFB
174
Cullen/Frost Bankers
Texas
$17.3M +$855K +10,945 +5%
SOMRS
175
State of Michigan Retirement System
Michigan
$17.3M -$258K -3,300 -1%

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.