Salesforce
CRM
1,621 hedge funds and large institutions have $107B invested in Salesforce in 2020 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 719 increasing their positions, 557 reducing their positions, and 130 closing their positions.
45% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 130
29% more repeat investments, than reductions
Existing positions increased: 719 | Existing positions reduced: 557
10% more funds holding in top 10
Funds holding in top 10: 90 → 99 (+9)
2% more funds holding
Funds holding: 1,583 → 1,621 (+38)
0.29% less ownership
Funds ownership: 83.18% → 82.89% (-0.29%)
11% less capital invested
Capital invested by funds: $120B → $107B (-$13.2B)
22% less call options, than puts
Call options by funds: $1.8B | Put options by funds: $2.29B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.17B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$618M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
+$511M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$349M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$335M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$673M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$437M |
| 3 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
-$411M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$258M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$246M |
CRM Hedge Fund Activity: Q1 2020 in Review
1,621 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2020, worth a combined $107B — down 11% from $120B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new CRM positions and 130 closed out — a net gain of 58 holders — while 719 added to existing stakes and 557 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $1.17B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $673M sold.
- 1,621 institutional investors held Salesforce (CRM) as of Q1 2020, up from 1,583 in Q4 2019.
- Funds reported $107B of Salesforce stock for Q1 2020, down 11% quarter-over-quarter.
- 188 funds opened new Salesforce positions in Q1 2020 and 130 closed out, a net change of +58 holders.
- The largest Salesforce buyer in Q1 2020 was Loomis, Sayles & Company, an estimated $1.17B added.
- The largest Salesforce seller in Q1 2020 was Lone Pine Capital, an estimated $673M sold.
Based on aggregated 13F filings for Q1 2020.