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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
EGM
451
Engineers Gate Manager
New York
$1.72M +$1.7M +18,454 New
GIM
452
Grassi Investment Management
California
$1.71M +$129K +1,400 +8%
CI
453
Conning Inc
Connecticut
$1.7M +$1.84K +20 +0.1%
TCOV
454
Trust Company of Vermont
Vermont
$1.69M +$700K +7,611 +72%
WS
455
Wedbush Securities
California
$1.69M -$81K -880 -5%
IG
456
ING Group
Netherlands
$1.68M -$3.02M -32,812 -65%
BCM
457
Bayesian Capital Management
New York
$1.66M +$806K +8,765 +97%
NCGI
458
Next Century Growth Investors
Minnesota
$1.66M -$136K -1,482 -8%
SIA
459
Sit Investment Associates
Minnesota
$1.66M +$4.6K +50 +0.3%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.65M -$58K -631 -3%
MERSOM
461
Municipal Employees' Retirement System of Michigan
Michigan
$1.65M -$385K -4,190 -19%
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$1.64M +$27.6K +300 +2%
CC
463
ClearArc Capital
Ohio
$1.64M +$103K +1,124 +7%
CWM
464
CMH Wealth Management
New Hampshire
$1.62M -$763K -8,295 -32%
V
465
Veritable
Delaware
$1.62M -$140K -1,523 -8%
Jane Street
466
Jane Street
New York
$1.57M -$4.47M -48,593 -74%
BTS
467
BB&T Securities
Virginia
$1.56M +$31.3K +340 +2%
SLAM
468
Swiss Life Asset Management
$1.53M +$1.51M +16,458 New
ID
469
Integral Derivatives
New York
$1.53M -$140K -1,526 -9%
DZ Bank
470
DZ Bank
Germany
$1.53M -$9.2K -100 -0.6%
LFAS
471
Level Four Advisory Services
Texas
$1.49M +$639K +6,942 +77%
HCA
472
Harbour Capital Advisors
Virginia
$1.48M +$15.2K +165 +1%
JSL
473
JT Stratford LLC
Georgia
$1.47M +$104K +1,128 +8%
EP
474
Elkfork Partners
Oregon
$1.46M -$1.99M -21,590 -58%
AIP
475
Ameritas Investment Partners
Nebraska
$1.45M

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.