Salesforce
CRM
1,583 hedge funds and large institutions have $120B invested in Salesforce in 2019 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 632 increasing their positions, 498 reducing their positions, and 89 closing their positions.
199% more first-time investments, than exits
New positions opened: 266 | Existing positions closed: 89
27% more repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 498
12% more capital invested
Capital invested by funds: $107B → $120B (+$12.7B)
11% more funds holding
Funds holding: 1,426 → 1,583 (+157)
3% more funds holding in top 10
Funds holding in top 10: 87 → 90 (+3)
0.75% more ownership
Funds ownership: 82.44% → 83.19% (+0.75%)
31% less call options, than puts
Call options by funds: $1.88B | Put options by funds: $2.72B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
+$483M |
| 2 |
ClearBridge Investments
New York
|
+$429M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$272M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$270M |
| 5 |
Morgan Stanley
New York
|
+$220M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$426M |
| 2 |
Jennison Associates
New York
|
-$267M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$262M |
| 4 |
Tiger Global Management
New York
|
-$262M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$185M |
CRM Hedge Fund Activity: Q4 2019 in Review
1,583 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2019, worth a combined $120B — up 12% from $107B a quarter earlier.
Buyers outnumbered sellers: 266 funds opened new CRM positions and 89 closed out — a net gain of 177 holders — while 632 added to existing stakes and 498 trimmed.
The largest buyer was Polen Capital Management, opening a new position worth an estimated $483M. The largest seller was Fidelity Investments, cutting an estimated $426M.
- 1,583 institutional investors held Salesforce (CRM) as of Q4 2019, up from 1,426 in Q3 2019.
- Funds reported $120B of Salesforce stock for Q4 2019, up 12% quarter-over-quarter.
- 266 funds opened new Salesforce positions in Q4 2019 and 89 closed out, a net change of +177 holders.
- The largest Salesforce buyer in Q4 2019 was Polen Capital Management, an estimated $483M added.
- The largest Salesforce seller in Q4 2019 was Fidelity Investments, an estimated $426M sold.
Based on aggregated 13F filings for Q4 2019.