We are live on ! Find out more
CRM icon

Salesforce

779 hedge funds and large institutions have $41.6B invested in Salesforce in 2016 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 317 increasing their positions, 286 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 317 | Existing positions reduced: 286

0.93% less ownership

Funds ownership: 88.08%87.15% (-0.93%)

2% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 91

2% less funds holding

Funds holding: 791779 (-12)

12% less capital invested

Capital invested by funds: $47.4B → $41.6B (-$5.77B)

39% less funds holding in top 10

Funds holding in top 10: 3622 (-14)

Holders
779
Holders Change
-12
Holders Change %
-1.52%
% of All Funds
20.78%
Holding in Top 10
22
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-38.89%
% of All Funds
0.59%
New
89
Increased
317
Reduced
286
Closed
91
Calls
$711M
Puts
$600M
Net Calls
+$111M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.46B -$700M -8,975,993 -9%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.23B +$273M +3,498,211 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.9B +$98.5M +1,263,294 +3%
State Street
4
State Street
Massachusetts
$1.78B +$144M +1,842,594 +8%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.51B -$136M -1,748,020 -8%
Jennison Associates
6
Jennison Associates
New York
$1.48B +$50.7M +649,445 +3%
BIT
7
BlackRock Institutional Trust
California
$1.21B +$45.7M +585,931 +4%
Morgan Stanley
8
Morgan Stanley
New York
$1.07B +$56.9M +729,106 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$749M +$19.1M +244,905 +2%
Northern Trust
10
Northern Trust
Illinois
$696M -$4.11M -52,647 -0.5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$660M -$29.5K -378 -0%
BFA
12
BlackRock Fund Advisors
California
$626M +$21.8M +279,782 +3%
Ameriprise
13
Ameriprise
Minnesota
$617M +$32.8M +420,944 +5%
Bank of America
14
Bank of America
North Carolina
$593M +$29.8M +382,176 +5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$522M -$125M -1,607,622 -18%
JHIU
16
Janus Henderson Investors US
Colorado
$508M +$154M +1,969,687 +38%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$505M +$7.47M +95,739 +1%
Brown Advisory
18
Brown Advisory
Maryland
$488M -$3.44M -44,135 -0.6%
JP Morgan Chase
19
JP Morgan Chase
New York
$484M -$73.7M -944,540 -12%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$430M -$32.5M -416,614 -6%
Wells Fargo
21
Wells Fargo
California
$386M -$3.59M -46,016 -0.8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$358M +$14.7M +188,051 +4%
Norges Bank
23
Norges Bank
Norway
$351M +$9.98M +128,019 +3%
UBS AM
24
UBS AM
Illinois
$348M +$2.62M +33,623 +0.7%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$344M -$54M -692,519 -13%

CRM Hedge Fund Activity: Q3 2016 in Review

779 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2016, worth a combined $41.6B — down 12% from $47.4B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of CRM and 89 opened new positions — a net loss of 2 holders — while 286 trimmed existing stakes and 317 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $273M. The largest seller was Fidelity Investments, cutting an estimated $700M.

  • 779 institutional investors held Salesforce (CRM) as of Q3 2016, down from 791 in Q2 2016.
  • Funds reported $41.6B of Salesforce stock for Q3 2016, down 12% quarter-over-quarter.
  • 89 funds opened new Salesforce positions in Q3 2016 and 91 closed out, a net change of -2 holders.
  • 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.