We are live on ! Find out more
CRM icon

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
RMAM
526
Raab & Moskowitz Asset Management
New Jersey
$1.03M -$52.9K -575 -5%
FMLI
527
Fukoku Mutual Life Insurance
Japan
$1.03M +$699K +7,600 +224%
AFNAS
528
American Financial Network Advisory Services
California
$988K +$973K +10,574 New
GT
529
Glenmede Trust
Pennsylvania
$977K +$28.4K +309 +3%
BFS
530
Bradley Foster & Sargent
Connecticut
$975K +$465K +5,060 +94%
GG
531
Gofen & Glossberg
Illinois
$969K +$43.1K +468 +5%
MC
532
Moors & Cabot
Massachusetts
$965K +$953K +10,355 New
Robeco Institutional Asset Management
533
Robeco Institutional Asset Management
Netherlands
$951K +$20.2K +220 +2%
MCIM
534
Meadow Creek Investment Management
Georgia
$945K -$1.29M -13,970 -58%
FAAS
535
First Allied Advisory Services
California
$944K -$155K -1,681 -14%
VIA
536
Vident Investment Advisory
Georgia
$944K +$930K +10,104 New
AO
537
Allen Operations
New York
$943K
KCM
538
Karp Capital Management
California
$939K +$12.9K +140 +1%
RIL
539
Rothschild Investment LLC
Illinois
$938K +$924K +10,046 New
CG
540
Caprock Group
Idaho
$936K +$73.8K +802 +9%
ZB
541
Zions Bancorporation
Utah
$927K +$914K +9,932 New
OLA
542
Oliver Luxxe Assets
New Jersey
$915K +$9.84K +107 +1%
LMIM
543
Lockheed Martin Investment Management
Maryland
$906K -$984K -10,700 -52%
EP
544
Edgestream Partners
New Jersey
$904K -$1.15M -12,478 -56%
CAN
545
Cetera Advisor Networks
California
$889K +$24.4K +265 +3%
ARTA
546
A.R.T. Advisors
New York
$879K +$866K +9,410 New
IB
547
Intrust Bank
Kansas
$873K +$38.6K +420 +5%
WC
548
Wexford Capital
Florida
$859K
QI
549
Quotient Investors
New York
$859K +$202K +2,200 +31%
TIA
550
Tiemann Investment Advisors
California
$854K

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.