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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
SCM
326
Sitrin Capital Management
California
$5.3M -$32.5K -353 -0.6%
SICM
327
Sustainable Insight Capital Management
New York
$5.26M -$920K -10,000 -15%
COPPSERS
328
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.19M +$538K +5,850 +12%
PAM
329
Panagora Asset Management
Massachusetts
$5.16M +$727K +7,904 +17%
BCM
330
BBT Capital Management
Texas
$5.14M
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$5.11M +$761K +8,273 +18%
BCM
332
Barometer Capital Management
Ontario, Canada
$5.09M +$5.01M +54,500 New
NLGIA
333
Nippon Life Global Investors Americas
New York
$5.08M +$5M +54,330 New
SIM
334
Sentry Investment Management
Wisconsin
$5.06M +$203K +2,209 +4%
Creative Planning
335
Creative Planning
Kansas
$4.99M +$671K +7,295 +16%
OA
336
Oak Associates
Ohio
$4.96M
AHC
337
Adell Harriman & Carpenter
Texas
$4.94M +$168K +1,825 +4%
SHGA
338
Sand Hill Global Advisors
California
$4.91M +$109K +1,186 +2%
WCP
339
Welch Capital Partners
New York
$4.87M -$188K -2,040 -4%
Commonwealth Equity Services
340
Commonwealth Equity Services
Massachusetts
$4.78M +$264K +2,867 +6%
NB
341
Norinchukin Bank
Japan
$4.75M +$406K +4,417 +10%
ISB
342
Iowa State Bank
Iowa
$4.73M +$17.9K +195 +0.4%
JIC
343
Johnson Investment Counsel
Ohio
$4.69M +$4.6K +50 +0.1%
SGI
344
Summit Global Investments
Utah
$4.63M +$2.41M +26,181 +112%
Two Sigma Investments
345
Two Sigma Investments
New York
$4.63M +$4.56M +49,534 New
Nomura Holdings
346
Nomura Holdings
Japan
$4.62M -$4.4M -47,800 -49%
EVM
347
Evelyn V. Moreno
$4.54M +$114K +1,242 +3%
P
348
Pitcairn
Pennsylvania
$4.53M -$212K -2,305 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
349
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.43M +$92K +1,000 +2%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$4.43M +$4.23M +46,020 New

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.