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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
MC
251
Middleton & Co
Massachusetts
$10.5M +$1.9M +20,685 +22%
MSV
252
MN Services Vermogensbeheer
Netherlands
$10.4M +$350K +3,800 +4%
KCM
253
Kornitzer Capital Management
Kansas
$10.4M -$293K -3,185 -3%
LPU
254
Lansdowne Partners (UK)
United Kingdom
$10.3M -$722K -7,850 -7%
LMGAM
255
Liberty Mutual Group Asset Management
Massachusetts
$10.3M -$1.43M -15,584 -12%
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$10.3M +$564K +6,131 +6%
JMFC
257
J.M. Forbes & Co
Massachusetts
$10.1M -$137K -1,487 -1%
JMPWA
258
JP Morgan Private Wealth Advisors
California
$9.92M +$88.2K +959 +0.9%
KIP
259
Kayak Investment Partners
California
$9.69M -$994K -10,800 -9%
XK
260
Xact Kapitalforvaltning
Sweden
$9.61M +$270K +2,932 +3%
CWM
261
CIBC World Markets
New York
$9.59M -$5.18M -56,350 -35%
ORI
262
Oak Ridge Investments
Illinois
$9.55M +$7.86M +85,465 +511%
VFA
263
Virtus Fund Advisers
Connecticut
$9.54M -$2.67M -29,022 -22%
FPCP
264
Fort Point Capital Partners
California
$9.32M
GIP
265
Granite Investment Partners
California
$9M +$312K +3,394 +4%
MSA
266
Mason Street Advisors
Wisconsin
$8.85M +$182K +1,978 +2%
BIM
267
Bridgecreek Investment Management
Oklahoma
$8.78M +$18.4K +200 +0.2%
M&T Bank
268
M&T Bank
New York
$8.74M +$44.1K +479 +0.5%
ZIG
269
Zurich Insurance Group
Switzerland
$8.66M +$1.1M +11,981 +15%
PP
270
PDT Partners
New York
$8.65M +$469K +5,100 +6%
JCM
271
Jag Capital Management
Missouri
$8.56M -$77.7K -845 -0.9%
SV
272
Sapphire Ventures
Texas
$8.48M
LF
273
Lannebo Fonder
Sweden
$8.35M
CAI
274
Capital Advisors Inc
Oklahoma
$8.31M -$98.4K -1,070 -1%
GL
275
GLG LLC
New York
$8.29M -$759K -8,255 -9%

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.