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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
SW
476
SVB Wealth
Massachusetts
$1.43M +$252K +2,736 +22%
ONB
477
Old National Bancorp
Indiana
$1.43M +$2.12K +23 +0.2%
FB
478
Fulton Bank
Pennsylvania
$1.42M -$105K -1,136 -7%
AF
479
Ally Financial
Michigan
$1.4M +$276K +3,000 +25%
UCFA
480
United Capital Financial Advisors
Texas
$1.39M +$343K +3,724 +33%
WSCM
481
Wellington Shields Capital Management
New York
$1.39M -$36.8K -400 -3%
CNC
482
Citizens & Northern Corp
Pennsylvania
$1.38M -$25.8K -280 -2%
CWM
483
Calamos Wealth Management
Illinois
$1.38M +$644 +7 +0%
PAG
484
Private Advisor Group
New Jersey
$1.37M +$395K +4,294 +43%
Pacer Advisors
485
Pacer Advisors
Pennsylvania
$1.36M +$126K +1,372 +10%
HNB
486
Huntington National Bank
Ohio
$1.36M -$58.7K -638 -4%
AF
487
Aldebaran Financial
$1.36M +$4.6K +50 +0.3%
CONA
488
Capital One National Association
New York
$1.34M +$117K +1,271 +10%
DTL
489
Dynamic Technology Lab
Singapore
$1.34M +$728K +7,911 +124%
Cambridge Investment Research Advisors
490
Cambridge Investment Research Advisors
Iowa
$1.33M +$159K +1,725 +14%
ECM
491
ETrade Capital Management
Virginia
$1.33M +$233K +2,532 +22%
UBG
492
United Bank (Georgia)
Georgia
$1.28M -$33.7K -366 -3%
PP
493
Prudential plc
United Kingdom
$1.27M -$399K -4,333 -24%
BCM
494
Boltwood Capital Management
California
$1.27M -$3.68K -40 -0.3%
QAM
495
Quantres Asset Management
Cayman Islands
$1.27M +$800K +8,700 +178%
FP
496
FDO Partners
Massachusetts
$1.27M +$1.25M +13,560 New
CTC
497
Central Trust Company
Missouri
$1.25M +$145K +1,571 +13%
O
498
OppenheimerFunds
New York
$1.24M -$13.2K -143 -1%
ECM
499
Everence Capital Management
Indiana
$1.22M
MML Investors Services
500
MML Investors Services
Massachusetts
$1.22M +$66.7K +725 +6%

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.