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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
CTA
301
Chesley Taft & Associates
Illinois
$6.69M +$45.7K +497 +0.7%
CA
302
Cullinan Associates
Kentucky
$6.55M +$635K +6,905 +11%
SAM
303
Shell Asset Management
Netherlands
$6.51M -$852K -9,257 -12%
SAM
304
Securian Asset Management
Minnesota
$6.48M +$172K +1,873 +3%
BC
305
Brinker Capital
Pennsylvania
$6.33M +$431K +4,686 +7%
BOTW
306
Bank of the West
California
$6.19M -$99.1K -1,077 -2%
IGIM
307
I.G. Investment Management
Manitoba, Canada
$6.15M -$575K -6,250 -9%
WAM
308
World Asset Management
Michigan
$6.09M +$69.1K +751 +1%
PP
309
Paloma Partners
Connecticut
$6.08M +$3.19M +34,682 +114%
SPM
310
Symmetry Peak Management
Pennsylvania
$6.07M -$1.89M -20,546 -24%
WB
311
WesBanco Bank
West Virginia
$5.98M +$4.97K +54 +0.1%
NIPH
312
NN Investment Partners Holdings
Netherlands
$5.98M +$1.49M +16,241 +34%
GCM
313
Glaxis Capital Management
Florida
$5.95M +$4.48M +48,670 +324%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$5.93M +$293K +3,185 +5%
ANI
315
American National Insurance
Texas
$5.92M
WT
316
Whittier Trust
California
$5.91M +$616K +6,701 +12%
RSS
317
Rosenblum Silverman Sutton
California
$5.88M +$212K +2,300 +4%
NMERB
318
New Mexico Educational Retirement Board
New Mexico
$5.8M
CGH
319
Crossmark Global Holdings
Texas
$5.76M +$5.67M +61,671 New
SB
320
Suntrust Banks
Georgia
$5.74M -$36.8K -400 -0.6%
QT
321
Quantbot Technologies
New York
$5.71M +$5.63M +61,161 New
N
322
Nuveen
North Carolina
$5.71M -$182K -1,979 -3%
MC
323
Mathes Company
New York
$5.69M -$16.1K -175 -0.3%
MLL
324
Moody Lynn & Lieberson
Massachusetts
$5.55M +$4.28M +46,560 +363%
ACPU
325
Arrowgrass Capital Partners (US)
Delaware
$5.48M +$1.16M +12,586 +27%

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.