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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
BTNA
601
Bremer Trust National Association
Minnesota
$573K -$40K -435 -7%
ACI
602
Alpha Cubed Investments
California
$573K +$113K +1,231 +25%
IIM
603
Intact Investment Management
Quebec, Canada
$570K
SSWM
604
Sheets Smith Wealth Management
North Carolina
$563K -$4.14K -45 -0.7%
TPWA
605
TRUE Private Wealth Advisors
Oregon
$561K
IA
606
IFP Advisors
Florida
$560K +$12.7K +138 +2%
P8IP
607
Pier 88 Investment Partners
California
$551K +$253K +2,749 +87%
NFG
608
Next Financial Group
Texas
$546K -$78.2K -850 -13%
SBH
609
Segall Bryant & Hamill
Illinois
$540K -$15.6K -170 -3%
SCM
610
Shelton Capital Management
Colorado
$535K -$18.4K -200 -3%
TMAM
611
Tokio Marine Asset Management
Japan
$534K -$151K -1,644 -22%
IDBONY
612
Israel Discount Bank of New York
New York
$529K -$29.4K -320 -5%
BCM
613
BlueCrest Capital Management
Jersey
$504K +$496K +5,390 New
PMG
614
ProVise Management Group
Florida
$498K
SSP
615
Sapphire Star Partners
Washington
$495K
EFS
616
Essex Financial Services
Connecticut
$495K +$78.4K +852 +19%
BIG
617
Bellwether Investment Group
Tennessee
$491K +$25.9K +282 +6%
CBT
618
Capital Bank & Trust
California
$484K +$23.9K +260 +5%
AIS
619
AlphaOne Investment Services
Pennsylvania
$472K -$6.26K -68 -1%
SLF
620
Sun Life Financial
Ontario, Canada
$470K +$13.6K +148 +3%
FDCDDQ
621
Federation des caisses Desjardins du Quebec
Quebec, Canada
$469K
IHL
622
Investment House LLC
California
$459K
GI
623
GAMCO Investors
Connecticut
$458K -$14.7K -160 -3%
CLOS
624
Compagnie Lombard Odier SCmA
Switzerland
$457K
TA
625
Tiedemann Advisors
New York
$456K +$448K +4,875 New

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.