Salesforce
CRM
544 hedge funds and large institutions have $34.8B invested in Salesforce in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 215 increasing their positions, 193 reducing their positions, and 53 closing their positions.
25% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 53
11% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 193
2% more funds holding
Funds holding: 534 → 544 (+10)
0.19% less ownership
Funds ownership: 97.86% → 97.67% (-0.19%)
0% less call options, than puts
Call options by funds: $563M | Put options by funds: $566M
3% less capital invested
Capital invested by funds: $36B → $34.8B (-$1.16B)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$516M |
| 2 |
Coatue Management
New York
|
+$197M |
| 3 |
Goldman Sachs
New York
|
+$175M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$166M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$87.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$572M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$275M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$178M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$122M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$121M |
CRM Hedge Fund Activity: Q2 2014 in Review
544 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2014, worth a combined $34.8B — down 3.2% from $36B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new CRM positions and 53 closed out — a net gain of 13 holders — while 215 added to existing stakes and 193 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $516M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $572M.
- 544 institutional investors held Salesforce (CRM) as of Q2 2014, up from 534 in Q1 2014.
- Funds reported $34.8B of Salesforce stock for Q2 2014, down 3.2% quarter-over-quarter.
- 66 funds opened new Salesforce positions in Q2 2014 and 53 closed out, a net change of +13 holders.
- The largest Salesforce buyer in Q2 2014 was Capital Research Global Investors, an estimated $516M added.
- The largest Salesforce seller in Q2 2014 was BNP Paribas Financial Markets, an estimated $572M sold.
Based on aggregated 13F filings for Q2 2014.