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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
TPSF
176
Texas Permanent School Fund
Texas
$17.2M -$119K -1,526 -0.7%
US Bancorp
177
US Bancorp
Minnesota
$17.2M -$695K -8,902 -4%
AAM
178
Aberdeen Asset Management
United Kingdom
$17.2M +$9.96M +127,550 +135%
Royal London Asset Management
179
Royal London Asset Management
United Kingdom
$17M +$259K +3,320 +2%
RP
180
Riverbridge Partners
Minnesota
$16.8M +$16.8M +214,584 New
AAM
181
Ardevora Asset Management
United Kingdom
$16.6M +$9.97M +127,700 +153%
FMI
182
Factory Mutual Insurance
Massachusetts
$16.4M -$1.72M -22,000 -10%
EB
183
Eastern Bank
Massachusetts
$16.1M +$166K +2,131 +1%
VFA
184
Virtus Fund Advisers
Connecticut
$16.1M +$38.5K +493 +0.2%
SC
185
Shellback Capital
Massachusetts
$15.9M +$15.9M +203,156 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$15.7M +$5.38M +68,938 +52%
Comerica Bank
187
Comerica Bank
Texas
$15.2M +$189K +2,420 +1%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$15.1M -$3.07M -39,274 -17%
CT
189
Cambridge Trust
Massachusetts
$15M +$335K +4,293 +2%
ZIG
190
Zurich Insurance Group
Switzerland
$15M -$281K -3,604 -2%
EAM
191
EULAV Asset Management
Florida
$14.7M
GIBU
192
Gulf International Bank (UK)
United Kingdom
$14.5M +$420K +5,380 +3%
ERSOT
193
Employees Retirement System of Texas
Texas
$14.4M +$3.3M +42,200 +30%
Baird Financial Group
194
Baird Financial Group
Wisconsin
$14M +$539K +6,899 +4%
QIM
195
Quest Investment Management
Oregon
$13.8M +$324K +4,147 +2%
MTIP
196
Magee Thomson Investment Partners
California
$13.7M +$5.83M +74,600 +74%
SM
197
Seminole Management
New York
$13.3M +$13.2M +169,441 New
MME
198
Meag Munich Ergo
Germany
$13M +$12.8M +163,530 New
ASRS
199
Arizona State Retirement System
Arizona
$13M -$281K -3,600 -2%
GGHC
200
Gilder Gagnon Howe & Co
New York
$13M +$1.07M +13,643 +9%

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.