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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
AW
701
ACG Wealth
Georgia
$292K -$2.12K -23 -0.7%
NL
702
NWAM LLC
Washington
$287K +$16.6K +180 +6%
Wolverine Trading
703
Wolverine Trading
Illinois
$280K -$1.68M -18,218 -86%
CC
704
Cadinha & Co
Hawaii
$273K +$269K +2,920 New
AB
705
Atlas Brown
Kentucky
$270K
IUHSA
706
Itau Unibanco Holding S.A.
Brazil
$268K -$197K -2,140 -70%
IC
707
Intersect Capital
California
$267K
MWP
708
MYCIO Wealth Partners
Pennsylvania
$265K -$7.45K -81 -3%
PAS
709
Partnervest Advisory Services
California
$265K +$4.6K +50 +2%
LCP
710
Legacy Capital Partners
Wisconsin
$261K
SC
711
Savant Capital
Illinois
$260K +$920 +10 +0.4%
WSFS
712
Wilmington Savings Fund Society
Delaware
$260K +$16.8K +183 +7%
AWA
713
Arete Wealth Advisors
Illinois
$260K +$256K +2,783 New
CA
714
Cetera Advisors
Colorado
$258K -$18.4K -200 -7%
WT
715
Washington Trust
Rhode Island
$257K -$18.9K -205 -7%
GT
716
Glenview Trust
Kentucky
$253K
PTC
717
Private Trust Company
Ohio
$251K +$248K +2,691 New
HB
718
Homrich & Berg
Georgia
$248K -$9.02K -98 -4%
WF
719
Welch & Forbes
Massachusetts
$247K -$30.4K -330 -11%
WCA
720
Westover Capital Advisors
Delaware
$245K -$7.82K -85 -3%
OIA
721
Optimum Investment Advisors
Illinois
$243K -$13.8K -150 -5%
EA
722
Emerald Advisers
Pennsylvania
$239K
CFA
723
Cahill Financial Advisors
Minnesota
$234K
GCA
724
Gideon Capital Advisors
New York
$231K +$227K +2,468 New
CBU
725
CIBC Bank USA
Illinois
$225K

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.