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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
OFS
501
Orrstown Financial Services
Pennsylvania
$1.22M -$164K -1,783 -12%
PAM
502
Private Asset Management
California
$1.2M +$56.1K +610 +5%
GHCM
503
Glen Harbor Capital Management
California
$1.2M -$1.64M -17,780 -58%
Rafferty Asset Management
504
Rafferty Asset Management
New York
$1.2M -$151K -1,638 -11%
MCM
505
Murphy Capital Management
New Jersey
$1.2M
TNAM
506
Terra Nova Asset Management
New York
$1.19M +$13.5K +147 +1%
LIA
507
LS Investment Advisors
Michigan
$1.18M +$48.7K +529 +4%
TI
508
Trexquant Investment
Connecticut
$1.16M +$823K +8,947 +254%
JWS
509
Juncture Wealth Strategies
Arizona
$1.16M -$82.8K -900 -7%
MF
510
Magnetar Financial
Illinois
$1.16M -$991K -10,771 -47%
GLA
511
Great Lakes Advisors
Illinois
$1.16M +$1.14M +12,387 New
LS
512
Livforsakringsbolaget Skandia
Sweden
$1.15M
W
513
Wealthfront
California
$1.14M +$150K +1,635 +15%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$1.13M +$46.9K +510 +4%
ZCA
515
Zeke Capital Advisors
Pennsylvania
$1.13M +$547K +5,947 +96%
SBA
516
Seven Bridges Advisors
New York
$1.13M +$293K +3,181 +36%
TSWM
517
Triangle Securities Wealth Management
North Carolina
$1.12M +$27.6K +300 +3%
BGDI
518
BW Gestao de Investimentos
Brazil
$1.12M +$1.1M +12,000 New
AIM
519
Allen Investment Management
New York
$1.12M +$29.6K +322 +3%
RCM
520
Riverhead Capital Management
Delaware
$1.1M -$1.45M -15,804 -57%
BP
521
Ballentine Partners
Massachusetts
$1.1M +$6.35K +69 +0.6%
BO
522
Bank OZK
Arkansas
$1.1M +$173K +1,880 +19%
TH
523
TCTC Holdings
Texas
$1.09M
HBT
524
Hills Bank & Trust
Iowa
$1.07M +$57.1K +621 +6%
RIM
525
Rainier Investment Management
Washington
$1.04M -$505K -5,490 -33%

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.