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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
426
Parallel Advisors
California
$2.05M -$57.8K -628 -3%
WTC
427
WhitTier Trust Company
Nevada
$2.04M +$34.5K +375 +2%
BCMO
428
Buckingham Capital Management (Ohio)
Ohio
$2.01M +$309K +3,360 +19%
KeyBank National Association
429
KeyBank National Association
Ohio
$2M +$451K +4,899 +30%
Truist Financial
430
Truist Financial
North Carolina
$1.89M +$48.3K +525 +3%
QI
431
QS Investors
New York
$1.88M -$18.4K -200 -1%
GAM
432
Gemmer Asset Management
California
$1.87M
WMSA
433
Weiss Multi-Strategy Advisers
New York
$1.87M -$3.12M -33,933 -63%
HCM
434
Highbridge Capital Management
New York
$1.86M -$11.3M -122,493 -86%
MYAM
435
Meiji Yasuda Asset Management
Japan
$1.85M -$6.44K -70 -0.4%
ASN
436
Advisory Services Network
Georgia
$1.85M +$103K +1,122 +6%
ICRM
437
Insight Capital Research & Management
California
$1.84M +$1.82M +19,741 New
MYLI
438
Meiji Yasuda Life Insurance
Japan
$1.84M -$64.4K -700 -3%
KIA
439
KCM Investment Advisors
California
$1.83M -$36.3K -395 -2%
NPT
440
Nixon Peabody Trust
Massachusetts
$1.82M +$87.9K +955 +5%
DWM
441
Dakota Wealth Management
Florida
$1.82M +$79.2K +861 +5%
AIM
442
Assured Investment Management
New York
$1.8M +$1.78M +19,295 New
PWM
443
Perigon Wealth Management
California
$1.79M -$2.52M -27,339 -59%
UB
444
UMB Bank
Missouri
$1.79M -$29.4K -320 -2%
CRC
445
Curi RMB Capital
Illinois
$1.78M +$274K +2,976 +19%
Koshinski Asset Management
446
Koshinski Asset Management
Illinois
$1.78M +$1.27M +13,765 +262%
OMCS
447
Old Mutual Customised Solutions
South Africa
$1.77M
II
448
IFM Investors
Australia
$1.77M +$85.5K +929 +5%
IRF
449
IBM Retirement Fund
New York
$1.73M +$28.5K +310 +2%
LBC
450
Lawrence B. Cohen
$1.73M +$65.8K +715 +4%

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.