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
FWM
551
Frontier Wealth Management
Missouri
$850K +$276K +3,000 +49%
YWP
552
YorkBridge Wealth Partners
New York
$845K +$21.2K +230 +3%
RIM
553
Rampart Investment Management
Connecticut
$845K +$50.9K +553 +7%
PJSIMP
554
P.J. Schmidt Investment Management (PJS)
Wisconsin
$844K +$372K +4,047 +81%
RFS
555
Rockefeller Financial Services
New York
$843K +$621K +6,755 +298%
AI
556
Atria Investments
North Carolina
$835K +$126K +1,372 +18%
GCP
557
GSA Capital Partners
United Kingdom
$832K +$377K +4,100 +85%
WP
558
WealthSource Partners
California
$823K +$82.2K +894 +11%
SPIA
559
Steward Partners Investment Advisory
New York
$823K +$202K +2,201 +33%
AP
560
Advisor Partners
California
$811K +$20.2K +220 +3%
QSS
561
Quantitative Systematic Strategies
Florida
$808K -$1.5M -16,326 -65%
BSPF
562
British Steel Pension Fund
United Kingdom
$805K -$197K -2,141 -20%
NB
563
Nicolet Bankshares
Wisconsin
$797K +$87.7K +953 +13%
SSA
564
Schonfeld Strategic Advisors
New York
$795K -$4.03M -43,765 -84%
EMG
565
Ellington Management Group
Connecticut
$794K +$73.6K +800 +10%
Edgewood Management
566
Edgewood Management
Connecticut
$786K -$12.8K -139 -2%
DADC
567
D.A. Davidson & Co
Montana
$761K +$123K +1,340 +20%
AAM
568
Azzad Asset Management
Virginia
$756K +$28K +304 +4%
PIM
569
Parker Investment Management
California
$754K +$736 +8 +0.1%
CIBC World Market
570
CIBC World Market
Ontario, Canada
$752K -$373K -4,057 -34%
FC
571
FIC Capital
New York
$750K -$18.4K -200 -2%
CCM
572
Covington Capital Management
California
$741K +$143K +1,550 +24%
MNBTD
573
Moody National Bank Trust Division
Texas
$732K -$120K -1,300 -14%
LOAME
574
Lombard Odier Asset Management (Europe)
United Kingdom
$725K +$23.9K +260 +3%
DWA
575
Douglass Winthrop Advisors
New York
$718K +$9.75K +106 +1%

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.