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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
HK
651
Horizon Kinetics
New York
$386K -$45.7K -497 -11%
CG
652
Cutler Group
California
$383K -$991K -10,774 -72%
GI
653
Gradient Investments
Minnesota
$377K -$10.9K -118 -3%
AAP
654
Ardsley Advisory Partners
Connecticut
$374K -$460K -5,000 -56%
SACTSONJ
655
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$374K -$184K -2,000 -33%
CAW
656
Cornerstone Advisors (Washington)
Washington
$373K +$16.9K +184 +5%
GBT
657
Grove Bank & Trust
Florida
$372K -$73.2K -796 -17%
SFSIG
658
San Francisco Sentry Investment Group
California
$372K +$29.2K +317 +9%
SCA
659
Snowden Capital Advisors
New York
$371K +$20.3K +221 +6%
RWA
660
Ropes Wealth Advisors
Massachusetts
$370K +$24.4K +265 +7%
SFG
661
Summit Financial Group
West Virginia
$365K +$360K +3,908 New
CCP
662
Corient Capital Partners
California
$364K -$2.02K -22 -0.6%
NPC
663
National Planning Corporation
California
$364K +$73.3K +797 +26%
CL
664
CPWM LLC
Washington
$363K -$117K -1,269 -25%
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K
AWA
666
ARS Wealth Advisors
Florida
$360K -$107K -1,160 -23%
HCM
667
Hollencrest Capital Management
California
$359K -$736K -8,000 -68%
VFA
668
Voya Financial Advisors
Connecticut
$359K -$16.7K -182 -4%
BA
669
Birinyi Associates
Connecticut
$355K
WEC
670
Winslow Evans & Crocker
Massachusetts
$346K -$191K -2,074 -36%
FC
671
Ferris Capital
Massachusetts
$344K
KA
672
Kovack Advisors
Florida
$341K +$9.94K +108 +3%
WPP
673
Whalerock Point Partners
Rhode Island
$338K +$46K +500 +16%
GXMC
674
Global X Management Company
New York
$335K +$460 +5 +0.1%
HWA
675
HCR Wealth Advisors
California
$335K +$38.8K +422 +13%

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.