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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
BAMCO Inc
351
BAMCO Inc
New York
$4.41M -$545K -5,920 -11%
APC
352
Alta Park Capital
California
$4.39M -$1.2M -13,000 -22%
TAF
353
Tredje AP-fonden
Sweden
$4.31M +$260K +2,824 +7%
NTC
354
NF Trinity Capital
Hong Kong
$4.2M
CIA
355
Covington Investment Advisors
Pennsylvania
$4.01M -$118K -1,285 -3%
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$3.98M +$101K +1,100 +3%
Two Sigma Advisers
357
Two Sigma Advisers
New York
$3.85M +$3.79M +41,159 New
KRS
358
Kentucky Retirement Systems
Kentucky
$3.83M -$166K -1,808 -4%
AF
359
Arrow Financial
New York
$3.83M -$730K -7,940 -16%
RFC
360
Regions Financial Corp
Alabama
$3.77M -$215K -2,338 -5%
JCM
361
Jafra Capital Management
New York
$3.75M +$520K +5,653 +16%
PA
362
Pinnacle Associates
New York
$3.68M -$20.7K -225 -0.6%
OC
363
Oppenheimer & Co
New York
$3.68M +$458K +4,975 +14%
SC
364
Scotia Capital
Ontario, Canada
$3.66M -$222K -2,418 -6%
BF
365
BOK Financial
Oklahoma
$3.5M -$647K -7,038 -16%
JG
366
Jefferies Group
New York
$3.43M +$3.38M +36,690 New
VCM
367
Venator Capital Management
Ontario, Canada
$3.34M -$3.41M -37,056 -51%
VF
368
Virtu Financial
New York
$3.3M +$2.85M +31,008 +715%
LWM
369
Lyell Wealth Management
California
$3.3M -$10.1K -110 -0.3%
LCM
370
Lee Capital Management
New York
$3.27M +$1.01M +11,000 +46%
MWVC
371
Morgens Waterfall Vintiadis & Co
New York
$3.18M +$3.13M +34,000 New
VIA
372
Virtus Investment Advisers
Connecticut
$3.16M -$579K -6,296 -16%
FA
373
FDx Advisors
Illinois
$3.15M -$149K -1,615 -5%
RBA
374
Richard Bernstein Advisors
New York
$3.13M
DAM
375
Deltec Asset Management
New York
$3.13M -$2.99M -32,500 -49%

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.