Salesforce
CRM
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.
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: 32 → 36 (+4)
9% more capital invested
Capital invested by funds: $43.4B → $47.4B (+$3.94B)
4% more funds holding
Funds holding: 764 → 792 (+28)
0.51% more ownership
Funds ownership: 87.51% → 88.02% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$295M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$180M |
| 3 |
Renaissance Technologies
New York
|
+$142M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$131M |
| 5 |
TCM
Tybourne Capital Management
Hong Kong
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
-$309M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$115M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$114M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$79.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$60.5M |
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.