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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
NLI
376
Nippon Life Insurance
Japan
$3.05M +$59.2K +643 +2%
TGHSA
377
TPG Group Holdings (SBS) Advisors
Texas
$3.05M
Natixis Advisors
378
Natixis Advisors
Massachusetts
$2.99M +$303K +3,299 +11%
SLI
379
Sumitomo Life Insurance
Japan
$2.98M -$54K -587 -2%
AAM
380
Advisors Asset Management
Colorado
$2.98M +$278K +3,018 +10%
TCM
381
Twin Capital Management
Pennsylvania
$2.91M -$23K -250 -0.8%
BAS
382
Brown Advisory Securities
Maryland
$2.84M +$75.3K +818 +3%
PWS
383
Peloton Wealth Strategists
Indiana
$2.84M +$27.6K +300 +1%
GF
384
Gabelli Funds
New York
$2.83M
CI
385
Cigna Investments
Connecticut
$2.82M +$16K +174 +0.6%
AG
386
Advisor Group
Arizona
$2.77M +$437K +4,751 +19%
IAM
387
Impax Asset Management
New Hampshire
$2.76M
CCG
388
Cypress Capital Group
Florida
$2.75M +$1.2M +13,090 +80%
Squarepoint
389
Squarepoint
New York
$2.71M +$2.67M +28,992 New
TFA
390
Transamerica Financial Advisors
Florida
$2.67M -$85.8K -933 -3%
NIMI
391
Natixis Investment Managers International
France
$2.64M +$746K +8,104 +40%
SIMG
392
Stephens Investment Management Group
Texas
$2.63M -$255K -2,775 -9%
EIM
393
Essex Investment Management
Massachusetts
$2.63M -$164K -1,778 -6%
AAF
394
Andra AP-fonden
Sweden
$2.56M +$957K +10,400 +61%
EWM
395
Evercore Wealth Management
New York
$2.55M +$17K +185 +0.7%
CWM
396
Cabot Wealth Management
Massachusetts
$2.53M -$38K -413 -2%
WWM
397
Willingdon Wealth Management
North Carolina
$2.53M +$85.7K +932 +4%
PCM
398
Prelude Capital Management
New York
$2.52M -$790K -8,587 -24%
SSB
399
Sandy Spring Bank
Maryland
$2.51M +$36.8K +400 +2%
DY
400
Dowling & Yahnke
California
$2.49M +$75.5K +821 +3%

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.