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Salesforce

877 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 46

27% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 297

8% more capital invested

Capital invested by funds: $54.1B → $58.3B (+$4.29B)

2% more funds holding

Funds holding: 858877 (+19)

3% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $1B

0.8% less ownership

Funds ownership: 87.75%86.95% (-0.8%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

Holders
877
Holders Change
+19
Holders Change %
+2.21%
% of All Funds
21.86%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
75
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
226
Hartford Investment Management Co (HIMCO)
Connecticut
$14.3M +$298K +3,235 +2%
Hudson Bay Capital Management
227
Hudson Bay Capital Management
Connecticut
$13.8M +$424K +4,606 +3%
PIA
228
Piedmont Investment Advisors
North Carolina
$13.6M +$127K +1,384 +1%
SC
229
ShearLink Capital
New York
$13.4M +$8.24M +89,600 +167%
AAM
230
Aureus Asset Management
Massachusetts
$13M +$193K +2,100 +2%
CSS
231
Cubist Systematic Strategies
Connecticut
$12.7M +$8.54M +92,875 +215%
TAM
232
Trillium Asset Management
Massachusetts
$12.6M -$55K -598 -0.4%
MME
233
Meag Munich Ergo
Germany
$12.5M +$9.96M +108,229 +406%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$12.4M -$356K -3,868 -3%
ACM
235
Altimeter Capital Management
Massachusetts
$12.1M
B
236
BP
United Kingdom
$12.1M
TAM
237
Tocqueville Asset Management
New York
$12.1M +$179K +1,945 +2%
FMI
238
Factory Mutual Insurance
Massachusetts
$11.7M -$451K -4,900 -4%
DILIC
239
Dai-ichi Life Insurance Company
Japan
$11.7M +$42.1K +458 +0.4%
GIA
240
Gateway Investment Advisers
Ohio
$11.7M -$4.6K -50 -0%
EIM
241
ExxonMobil Investment Management
Texas
$11.6M -$340K -3,698 -3%
URS
242
Utah Retirement Systems
Utah
$11.6M +$18.4K +200 +0.2%
MSR
243
Main Street Research
Connecticut
$11.2M +$158K +1,719 +1%
OAM
244
Oppenheimer Asset Management
New York
$11.1M +$18K +196 +0.2%
CCMH
245
Cornerstone Capital Management Holdings
New York
$10.9M -$95.3K -1,036 -0.9%
HighTower Advisors
246
HighTower Advisors
Illinois
$10.9M +$790K +8,583 +8%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.8M +$708K +7,700 +7%
ACM
248
Azimuth Capital Management
Michigan
$10.8M +$10.3M +112,297 +3,154%
BPB
249
Badgley, Phelps & Bell
Washington
$10.8M -$168K -1,826 -2%
HHC
250
Hutchin Hill Capital
New York
$10.7M +$1.1M +12,000 +12%

CRM Hedge Fund Activity: Q3 2017 in Review

877 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2017, worth a combined $58.3B — up 7.9% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new CRM positions and 46 closed out — a net gain of 29 holders — while 376 added to existing stakes and 297 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $333M. The largest seller was T. Rowe Price Associates, cutting an estimated $633M.

  • 877 institutional investors held Salesforce (CRM) as of Q3 2017, up from 858 in Q2 2017.
  • Funds reported $58.3B of Salesforce stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 75 funds opened new Salesforce positions in Q3 2017 and 46 closed out, a net change of +29 holders.
  • The largest Salesforce buyer in Q3 2017 was Lone Pine Capital, an estimated $333M added.
  • The largest Salesforce seller in Q3 2017 was T. Rowe Price Associates, an estimated $633M sold.

Based on aggregated 13F filings for Q3 2017.