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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.77B +$226M +2,898,867 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.9B +$92.7M +1,187,473 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.41B -$668M -8,558,705 -22%
State Street
4
State Street
Massachusetts
$1.82B +$45.6M +584,511 +3%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.75B -$106M -1,361,798 -6%
Jennison Associates
6
Jennison Associates
New York
$1.56B +$11.1M +141,675 +0.7%
Capital World Investors
7
Capital World Investors
California
$1.49B -$315M -4,028,702 -18%
BIT
8
BlackRock Institutional Trust
California
$1.27B +$7.86M +100,692 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$877M +$135M +1,728,707 +18%
Capital Research Global Investors
10
Capital Research Global Investors
California
$811M -$11.7M -150,000 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$794M -$39.8M -509,823 -5%
Northern Trust
12
Northern Trust
Illinois
$766M -$29.7M -380,048 -4%
TCIM
13
TIAA CREF Investment Management
New York
$695M -$10.6M -135,197 -2%
BFA
14
BlackRock Fund Advisors
California
$694M +$54.3M +695,267 +9%
Bank of America
15
Bank of America
North Carolina
$683M +$48.7M +623,443 +8%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$651M -$15.9M -203,595 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$614M +$41.5M +531,823 +7%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$590M +$294M +3,761,374 +100%
Brown Advisory
19
Brown Advisory
Maryland
$567M -$10.5M -134,128 -2%
Winslow Capital Management
20
Winslow Capital Management
Minnesota
$503M +$43.6M +558,395 +10%
Wells Fargo
21
Wells Fargo
California
$479M -$19.1M -244,723 -4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$437M +$3.83M +49,061 +0.9%
UBS AM
23
UBS AM
Illinois
$409M +$9.47M +121,209 +2%
Invesco
24
Invesco
Georgia
$384M -$36M -460,797 -9%
Ameriprise
25
Ameriprise
Minnesota
$384M +$270K +3,456 +0.1%

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.