Salesforce
CRM
845 hedge funds and large institutions have $50.6B invested in Salesforce in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 331 increasing their positions, 314 reducing their positions, and 69 closing their positions.
71% more call options, than puts
Call options by funds: $1.12B | Put options by funds: $652M
64% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 69
23% more capital invested
Capital invested by funds: $41.2B → $50.6B (+$9.41B)
16% more funds holding in top 10
Funds holding in top 10: 32 → 37 (+5)
4% more funds holding
Funds holding: 814 → 845 (+31)
5% more repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 314
1.92% less ownership
Funds ownership: 88.57% → 86.65% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.9B |
| 2 |
TP
Third Point
New York
|
+$240M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$207M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$204M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$222M |
| 2 |
CM
Corvex Management
New York
|
-$172M |
| 3 |
JP
Jana Partners
New York
|
-$111M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$98.2M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
-$87.8M |
CRM Hedge Fund Activity: Q1 2017 in Review
845 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2017, worth a combined $50.6B — up 23% from $41.2B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new CRM positions and 69 closed out — a net gain of 44 holders — while 331 added to existing stakes and 314 trimmed.
The largest buyer was BlackRock, adding an estimated $2.9B. The largest seller was Fidelity Investments, cutting an estimated $222M.
- 845 institutional investors held Salesforce (CRM) as of Q1 2017, up from 814 in Q4 2016.
- Funds reported $50.6B of Salesforce stock for Q1 2017, up 23% quarter-over-quarter.
- 113 funds opened new Salesforce positions in Q1 2017 and 69 closed out, a net change of +44 holders.
- The largest Salesforce buyer in Q1 2017 was BlackRock, an estimated $2.9B added.
- The largest Salesforce seller in Q1 2017 was Fidelity Investments, an estimated $222M sold.
Based on aggregated 13F filings for Q1 2017.