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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
TDC
676
Thompson Davis & Co
Virginia
$334K +$37.6K +409 +13%
BBP
677
Banco BTG Pactual
Brazil
$334K +$329K +3,574 New
1SB
678
1ST Source Bank
Indiana
$332K
ANB
679
Amarillo National Bank
Texas
$332K
GFPC
680
Global Financial Private Capital
Florida
$329K +$324K +3,518 New
LNC
681
Lincoln National Corp
Pennsylvania
$328K +$7.27K +79 +2%
RGNCM
682
R.G. Niederhoffer Capital Management
New York
$326K -$73.6K -800 -19%
Group One Trading
683
Group One Trading
Illinois
$325K -$225K -2,451 -41%
HTHT
684
Hemenway Trust Hemenway Trust
New Hampshire
$325K -$45.8K -498 -13%
IIC
685
Integrated Investment Consultants
Michigan
$321K +$5.34K +58 +2%
Luther King Capital Management (LKCM)
686
Luther King Capital Management (LKCM)
Texas
$319K +$44.1K +479 +16%
BFO
687
Boston Family Office
Massachusetts
$319K +$315K +3,420 New
PI
688
Parkside Investments
Illinois
$318K +$313K +3,400 New
EWM
689
Edge Wealth Management
New York
$317K -$6.44K -70 -2%
FIM
690
Freedom Investment Management
Connecticut
$316K -$66.3K -721 -18%
WAM
691
Wealthspire Advisors (Maryland)
Maryland
$314K +$6.99K +76 +2%
LOAMS
692
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K
IR
693
Invictus RG
Bermuda
$308K -$22.2K -241 -7%
CCMW
694
Cypress Capital Management (Wyoming)
Wyoming
$302K
DBT
695
Dubuque Bank & Trust
Iowa
$301K
FRM
696
Fox Run Management
Connecticut
$299K -$175K -1,900 -37%
HSA
697
HBK Sorce Advisory
Pennsylvania
$299K -$21.4K -233 -7%
BFEC
698
Benjamin F. Edwards & Company
Missouri
$295K -$4.42K -48 -1%
Mariner
699
Mariner
Kansas
$295K +$19.4K +211 +7%
CL
700
Choreo LLC
Illinois
$293K +$51.7K +562 +22%

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.