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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$198M -$24.2M -263,433 -11%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$198M -$3.58M -38,900 -2%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$195M +$5.25M +57,078 +3%
UBS Group
54
UBS Group
Switzerland
$192M -$4.52M -49,096 -2%
AllianceBernstein
55
AllianceBernstein
Tennessee
$172M -$2.62M -28,516 -2%
SMDAM
56
Sumitomo Mitsui DS Asset Management
Japan
$165M +$3.11M +33,859 +2%
PI
57
Putnam Investments
Massachusetts
$163M +$8.08M +87,837 +5%
PC
58
PointState Capital
New York
$162M +$160M +1,735,407 New
PPA
59
Parametric Portfolio Associates
Washington
$159M +$29.7M +322,822 +23%
CCM
60
Criterion Capital Management
California
$157M +$6.88M +74,830 +5%
GIM
61
Generation Investment Management
United Kingdom
$156M -$836K -9,089 -0.5%
Artisan Partners
62
Artisan Partners
Wisconsin
$152M +$2.67M +29,023 +2%
Federated Hermes
63
Federated Hermes
Pennsylvania
$151M +$1.46M +15,880 +1%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$148M +$3.64M +39,611 +3%
DFO
65
Duquesne Family Office
New York
$143M +$40.9M +444,900 +41%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$139M +$19.2M +209,184 +16%
Westfield Capital Management
67
Westfield Capital Management
Massachusetts
$139M +$4.57M +49,671 +3%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$132M +$56.7M +616,172 +77%
SO
69
STRS Ohio
Ohio
$131M +$23.6K +256 +0%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$130M +$23.9M +259,800 +23%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$130M +$45.3M +492,002 +55%
PAMU
72
Pictet Asset Management (UK)
United Kingdom
$125M +$13.8M +150,335 +13%
Fidelity International
73
Fidelity International
Bermuda
$123M -$20.1M -218,607 -14%
Principal Financial Group
74
Principal Financial Group
Iowa
$115M +$21.7M +235,869 +24%
William Blair & Company
75
William Blair & Company
Illinois
$115M +$1.02M +11,056 +0.9%

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.