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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
BJL
626
Brighton Jones LLC
Washington
$453K -$7.64K -83 -2%
CG
627
Clinton Group
New York
$448K +$441K +4,796 New
BUB
628
BBVA USA Bancshares
Texas
$440K -$33.9K -368 -7%
IPAM
629
ICICI Prudential Asset Management
India
$439K -$184K -2,000 -30%
CC
630
Cedar Capital
Illinois
$438K +$111K +1,205 +35%
DA
631
DSC Advisors
Illinois
$437K +$34.8K +378 +9%
SWP
632
Stratos Wealth Partners
Ohio
$436K +$15.3K +166 +4%
BB
633
Bell Bank
North Dakota
$431K -$12.5K -136 -3%
SPC
634
Sigma Planning Corp
Michigan
$430K +$23K +250 +6%
DG
635
Davidson & Garrard
Virginia
$428K
TCOT
636
Trust Company of Toledo
Ohio
$423K +$20.7K +225 +5%
SCI
637
S&CO Inc
Massachusetts
$420K
MCM
638
MAI Capital Management
Ohio
$418K -$18.4K -200 -4%
TI
639
Turner Investments
Pennsylvania
$413K -$332K -3,610 -45%
ClearBridge Investments
640
ClearBridge Investments
New York
$411K -$15.5K -169 -4%
LW
641
Linscomb Wealth
Texas
$408K +$16.6K +180 +4%
CCA
642
Checchi Capital Advisers
California
$406K -$18.2K -198 -4%
FFC
643
First Financial Corp
Indiana
$405K -$18.4K -200 -4%
HIMC
644
Heritage Investors Management Corp
Maryland
$405K +$398K +4,330 New
CL
645
CSS LLC
Illinois
$404K -$110K -1,200 -22%
ACM
646
Aviance Capital Management
Florida
$402K +$5.06K +55 +1%
JIP
647
Jaffetilchin Investment Partners
Florida
$395K +$389K +4,230 New
APP
648
Avantax Planning Partners
Iowa
$393K +$92K +1,000 +31%
Fifth Third Bancorp
649
Fifth Third Bancorp
Ohio
$388K +$15.2K +165 +4%
CCA
650
Cobblestone Capital Advisors
New York
$387K -$6.9K -75 -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.