Salesforce
CRM
1,991 hedge funds and large institutions have $164B invested in Salesforce in 2020 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 984 increasing their positions, 516 reducing their positions, and 135 closing their positions.
133% more first-time investments, than exits
New positions opened: 314 | Existing positions closed: 135
91% more repeat investments, than reductions
Existing positions increased: 984 | Existing positions reduced: 516
9% more funds holding
Funds holding: 1,834 → 1,991 (+157)
1.7% less ownership
Funds ownership: 82.03% → 80.33% (-1.7%)
13% less capital invested
Capital invested by funds: $188B → $164B (-$24B)
21% less call options, than puts
Call options by funds: $6.67B | Put options by funds: $8.43B
41% less funds holding in top 10
Funds holding in top 10: 151 → 89 (-62)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
SB Management
Abu Dhabi,
United Arab Emirates
|
+$673M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$504M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$454M |
| 4 |
Morgan Stanley
New York
|
+$409M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$322M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.37B |
| 2 |
Jennison Associates
New York
|
-$744M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$630M |
| 4 |
JP Morgan Chase
New York
|
-$618M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$579M |
CRM Hedge Fund Activity: Q4 2020 in Review
1,991 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2020, worth a combined $164B — down 13% from $188B a quarter earlier.
Buyers outnumbered sellers: 314 funds opened new CRM positions and 135 closed out — a net gain of 179 holders — while 984 added to existing stakes and 516 trimmed.
The largest buyer was SB Management, adding an estimated $673M. The largest seller was Fidelity Investments, cutting an estimated $1.37B.
- 1,991 institutional investors held Salesforce (CRM) as of Q4 2020, up from 1,834 in Q3 2020.
- Funds reported $164B of Salesforce stock for Q4 2020, down 13% quarter-over-quarter.
- 314 funds opened new Salesforce positions in Q4 2020 and 135 closed out, a net change of +179 holders.
- The largest Salesforce buyer in Q4 2020 was SB Management, an estimated $673M added.
- The largest Salesforce seller in Q4 2020 was Fidelity Investments, an estimated $1.37B sold.
Based on aggregated 13F filings for Q4 2020.