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Salesforce

846 hedge funds and large institutions have $50.6B invested in Salesforce in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 329 increasing their positions, 315 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $655M

65% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $41.2B → $50.6B (+$9.41B)

16% more funds holding in top 10

Funds holding in top 10: 3237 (+5)

4% more funds holding

Funds holding: 814846 (+32)

4% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 315

1.95% less ownership

Funds ownership: 88.61%86.65% (-2%)

Holders
846
Holders Change
+32
Holders Change %
+3.93%
% of All Funds
20.97%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.92%
New
114
Increased
329
Reduced
315
Closed
69
Calls
$1.12B
Puts
$655M
Net Calls
+$465M
Net Calls Change
+$598M

CRM Hedge Fund Activity: Q1 2017 in Review

846 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2017, worth a combined $50.6B — up 23% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CRM positions and 69 closed out — a net gain of 45 holders — while 329 added to existing stakes and 315 trimmed.

The largest buyer was BlackRock, adding an estimated $2.9B. The largest seller was Fidelity Investments, cutting an estimated $222M.

  • 846 institutional investors held Salesforce (CRM) as of Q1 2017, up from 814 in Q4 2016.
  • Funds reported $50.6B of Salesforce stock for Q1 2017, up 23% quarter-over-quarter.
  • 114 funds opened new Salesforce positions in Q1 2017 and 69 closed out, a net change of +45 holders.
  • The largest Salesforce buyer in Q1 2017 was BlackRock, an estimated $2.9B added.
  • The largest Salesforce seller in Q1 2017 was Fidelity Investments, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2017.