Salesforce
CRM
765 hedge funds and large institutions have $45.4B 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.
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: 24 → 38 (+14)
49% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 216
15% more funds holding
Funds holding: 664 → 765 (+101)
13% more capital invested
Capital invested by funds: $40.2B → $45.4B (+$5.21B)
1.22% less ownership
Funds ownership: 88.53% → 87.3% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$226M |
| 2 |
Morgan Stanley
New York
|
+$135M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92.7M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$64.4M |
| 5 |
CWM
CIBC World Markets
New York
|
+$61.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$668M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$315M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$183M |
| 4 |
Goldman Sachs
New York
|
-$119M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
-$106M |
CRM Hedge Fund Activity: Q4 2015 in Review
765 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2015, worth a combined $45.4B — up 13% 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 Fidelity Investments, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $668M.
- 765 institutional investors held Salesforce (CRM) as of Q4 2015, up from 664 in Q3 2015.
- Funds reported $45.4B of Salesforce stock for Q4 2015, up 13% 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 Fidelity Investments, an estimated $226M 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.