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Salesforce

792 hedge funds and large institutions have $47.4B invested in Salesforce in 2016 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 51

49% more call options, than puts

Call options by funds: $821M | Put options by funds: $549M

15% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 282

13% more funds holding in top 10

Funds holding in top 10: 3236 (+4)

9% more capital invested

Capital invested by funds: $43.4B → $47.4B (+$3.94B)

4% more funds holding

Funds holding: 764792 (+28)

0.51% more ownership

Funds ownership: 87.51%88.02% (+0.51%)

Holders
792
Holders Change
+28
Holders Change %
+3.66%
% of All Funds
21.09%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.96%
New
88
Increased
325
Reduced
282
Closed
51
Calls
$821M
Puts
$549M
Net Calls
+$271M
Net Calls Change
-$3.46M

CRM Hedge Fund Activity: Q2 2016 in Review

792 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2016, worth a combined $47.4B — up 9.1% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new CRM positions and 51 closed out — a net gain of 37 holders — while 325 added to existing stakes and 282 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $295M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $309M sold.

  • 792 institutional investors held Salesforce (CRM) as of Q2 2016, up from 764 in Q1 2016.
  • Funds reported $47.4B of Salesforce stock for Q2 2016, up 9.1% quarter-over-quarter.
  • 88 funds opened new Salesforce positions in Q2 2016 and 51 closed out, a net change of +37 holders.
  • The largest Salesforce buyer in Q2 2016 was Morgan Stanley, an estimated $295M added.
  • The largest Salesforce seller in Q2 2016 was Soroban Capital Partners, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2016.