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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
CIM
576
CIM Investment Management
Pennsylvania
$714K -$47.7K -519 -6%
ANRIA
577
American National Registered Investment Advisor
Texas
$703K -$120K -1,300 -15%
TSS
578
Two Sigma Securities
New York
$702K +$692K +7,518 New
HCMT
579
Highland Capital Management (Tennessee)
Tennessee
$695K -$37.2K -404 -5%
CBOA
580
Commonwealth Bank of Australia
Australia
$693K -$65.1K -708 -9%
FCM
581
Flinton Capital Management
Pennsylvania
$688K -$935K -10,160 -58%
RJT
582
Raymond James Trust
Florida
$688K +$24.8K +270 +4%
PCMM
583
Private Capital Management (Minnesota)
Minnesota
$687K
PWP
584
Private Wealth Partners
California
$683K +$43.6K +474 +7%
Tudor Investment Corp
585
Tudor Investment Corp
Connecticut
$664K +$653K +7,103 New
JDR
586
Jay D. Rosenbaum
$650K +$32.2K +350 +5%
JT
587
Jump Trading
Illinois
$644K +$595K +6,466 +1,514%
SCM
588
Southport Capital Management
Tennessee
$640K
FCBT
589
First Citizens Bank & Trust
North Carolina
$617K -$3.13K -34 -0.5%
PRCM
590
Pine River Capital Management
Minnesota
$611K -$3.57M -38,791 -86%
DP
591
Dearborn Partners
Illinois
$609K -$1.2M -12,999 -67%
NFG
592
Nations Financial Group
Iowa
$607K
BWM
593
Bernicke Wealth Management
Wisconsin
$605K -$84.8K -922 -12%
FBT
594
First Bank & Trust
South Dakota
$604K +$13.9K +151 +2%
FAM
595
Fortaleza Asset Management
Illinois
$599K
CCM
596
Compton Capital Management
Rhode Island
$589K
SOADOR
597
State of Alaska Department of Revenue
Alaska
$582K +$574K +6,240 New
CB
598
Chemical Bank
Michigan
$581K +$166K +1,800 +41%
Marshall Wace
599
Marshall Wace
United Kingdom
$577K -$166K -1,800 -23%
CB
600
Commerce Bank
Missouri
$576K +$10.3K +112 +2%

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.