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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
PA
276
Profund Advisors
Maryland
$8.2M +$1.11M +12,103 +16%
PAI
277
Pittenger & Anderson Inc
Nebraska
$8.05M +$63.9K +695 +0.8%
ProShare Advisors
278
ProShare Advisors
Maryland
$7.81M +$778K +8,461 +11%
Nomura Asset Management
279
Nomura Asset Management
Japan
$7.81M +$612K +6,656 +9%
BA
280
Bridgewater Associates
Connecticut
$7.76M +$5.07M +55,142 +198%
MOACM
281
Mutual of America Capital Management
New York
$7.72M +$96.1K +1,045 +1%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$7.7M +$342K +3,713 +5%
AB
283
Amalgamated Bank
New York
$7.63M +$186K +2,019 +3%
PI
284
PineBridge Investments
New York
$7.61M +$7.49M +81,408 New
LCM
285
Lucha Capital Management
California
$7.55M +$7.43M +80,779 New
GLAM
286
Gardner Lewis Asset Management
Pennsylvania
$7.49M -$799K -8,685 -10%
GT
287
Greenleaf Trust
Michigan
$7.42M -$16.3K -177 -0.2%
Point72 Asset Management
288
Point72 Asset Management
Connecticut
$7.38M -$54.7M -594,700 -88%
Mirae Asset Global Investments
289
Mirae Asset Global Investments
South Korea
$7.26M +$202K +2,200 +3%
FQ
290
First Quadrant
California
$7.2M +$63.2K +687 +0.9%
AQR Capital Management
291
AQR Capital Management
Connecticut
$7.16M +$195K +2,122 +3%
CGI
292
CI Global Investments
California
$7.09M +$6.98M +75,890 New
PPCM
293
Pillar Pacific Capital Management
California
$6.97M -$18.4K -200 -0.3%
Public Sector Pension Investment Board (PSP Investments)
294
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.96M -$157K -1,702 -2%
LPL Financial
295
LPL Financial
California
$6.88M +$536K +5,826 +9%
NCM
296
Nelson Capital Management
California
$6.83M -$7.36K -80 -0.1%
Nordea Investment Management
297
Nordea Investment Management
Sweden
$6.83M +$550K +5,976 +9%
OPERF
298
Oregon Public Employees Retirement Fund
Oregon
$6.82M +$366K +3,983 +6%
Envestnet Asset Management
299
Envestnet Asset Management
Illinois
$6.73M -$170K -1,849 -2%
FCI
300
Financial Counselors Inc
Kansas
$6.73M -$598K -6,502 -8%

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.