Salesforce
CRM
664 hedge funds and large institutions have $40.2B invested in Salesforce in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 321 increasing their positions, 180 reducing their positions, and 59 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 180
41% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 59
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
28% more call options, than puts
Call options by funds: $654M | Put options by funds: $512M
3% more funds holding
Funds holding: 643 → 664 (+21)
0.35% more ownership
Funds ownership: 88.17% → 88.53% (+0.35%)
0% less capital invested
Capital invested by funds: $40.2B → $40.2B (-$15.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$304M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$97.3M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$87.8M |
| 4 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$78.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$319M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$123M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
-$97.9M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$78.5M |
| 5 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$71.1M |
CRM Hedge Fund Activity: Q3 2015 in Review
664 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2015, worth a combined $40.2B — down 0.04% from $40.2B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new CRM positions and 59 closed out — a net gain of 24 holders — while 321 added to existing stakes and 180 trimmed.
The largest buyer was Bank of America, adding an estimated $304M. The largest seller was Capital World Investors, cutting an estimated $319M.
- 664 institutional investors held Salesforce (CRM) as of Q3 2015, up from 643 in Q2 2015.
- Funds reported $40.2B of Salesforce stock for Q3 2015, down 0.04% quarter-over-quarter.
- 83 funds opened new Salesforce positions in Q3 2015 and 59 closed out, a net change of +24 holders.
- The largest Salesforce buyer in Q3 2015 was Bank of America, an estimated $304M added.
- The largest Salesforce seller in Q3 2015 was Capital World Investors, an estimated $319M sold.
Based on aggregated 13F filings for Q3 2015.