Salesforce
CRM
2,067 hedge funds and large institutions have $224B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 945 increasing their positions, 683 reducing their positions, and 105 closing their positions.
105% more first-time investments, than exits
New positions opened: 215 | Existing positions closed: 105
48% more capital invested
Capital invested by funds: $151B → $224B (+$72.2B)
38% more repeat investments, than reductions
Existing positions increased: 945 | Existing positions reduced: 683
25% more funds holding in top 10
Funds holding in top 10: 80 → 100 (+20)
4% more funds holding
Funds holding: 1,984 → 2,067 (+83)
1.17% more ownership
Funds ownership: 77.66% → 78.83% (+1.2%)
18% less call options, than puts
Call options by funds: $6.08B | Put options by funds: $7.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
+$645M |
| 2 |
Morgan Stanley
New York
|
+$642M |
| 3 |
Goldman Sachs
New York
|
+$551M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$372M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$360M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$945M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$592M |
| 3 |
Tiger Global Management
New York
|
-$438M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$388M |
| 5 |
SM
SB Management
Abu Dhabi,
United Arab Emirates
|
-$385M |
CRM Hedge Fund Activity: Q2 2021 in Review
2,067 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2021, worth a combined $224B — up 48% from $151B a quarter earlier.
Buyers outnumbered sellers: 215 funds opened new CRM positions and 105 closed out — a net gain of 110 holders — while 945 added to existing stakes and 683 trimmed.
The largest buyer was AKRE Capital Management, opening a new position worth an estimated $645M. The largest seller was BlackRock, cutting an estimated $945M.
- 2,067 institutional investors held Salesforce (CRM) as of Q2 2021, up from 1,984 in Q1 2021.
- Funds reported $224B of Salesforce stock for Q2 2021, up 48% quarter-over-quarter.
- 215 funds opened new Salesforce positions in Q2 2021 and 105 closed out, a net change of +110 holders.
- The largest Salesforce buyer in Q2 2021 was AKRE Capital Management, an estimated $645M added.
- The largest Salesforce seller in Q2 2021 was BlackRock, an estimated $945M sold.
Based on aggregated 13F filings for Q2 2021.