Salesforce
CRM
781 hedge funds and large institutions have $42.1B invested in Salesforce in 2016 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 318 increasing their positions, 286 reducing their positions, and 90 closing their positions.
18% more call options, than puts
Call options by funds: $711M | Put options by funds: $600M
11% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 286
0.87% less ownership
Funds ownership: 88.02% → 87.15% (-0.87%)
1% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 90
1% less funds holding
Funds holding: 792 → 781 (-11)
11% less capital invested
Capital invested by funds: $47.4B → $42.1B (-$5.26B)
39% less funds holding in top 10
Funds holding in top 10: 36 → 22 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$273M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$235M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$154M |
| 4 |
Two Sigma Advisers
New York
|
+$152M |
| 5 |
State Street
Boston,
Massachusetts
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$700M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$174M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$158M |
| 4 |
Millennium Management
New York
|
-$150M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$138M |
CRM Hedge Fund Activity: Q3 2016 in Review
781 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2016, worth a combined $42.1B — down 11% from $47.4B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of CRM and 89 opened new positions — a net loss of 1 holder — while 286 trimmed existing stakes and 318 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $273M. The largest seller was Fidelity Investments, cutting an estimated $700M.
- 781 institutional investors held Salesforce (CRM) as of Q3 2016, down from 792 in Q2 2016.
- Funds reported $42.1B of Salesforce stock for Q3 2016, down 11% quarter-over-quarter.
- 89 funds opened new Salesforce positions in Q3 2016 and 90 closed out, a net change of -1 holder.
- The largest Salesforce buyer in Q3 2016 was T. Rowe Price Associates, an estimated $273M added.
- The largest Salesforce seller in Q3 2016 was Fidelity Investments, an estimated $700M sold.
Based on aggregated 13F filings for Q3 2016.