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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
CS
726
Credential Securities
$224K -$6.44K -70 -3%
AL
727
Aspiriant LLC
California
$222K +$219K +2,376 New
SA
728
SpiderRock Advisors
Delaware
$215K
SBIA
729
Sheaff Brock Investment Advisors
Indiana
$214K +$210K +2,286 New
BSW
730
Buckingham Strategic Wealth
Missouri
$213K +$210K +2,280 New
AIA
731
Allegis Investment Advisors
Idaho
$211K +$208K +2,263 New
KP
732
Keel Point
Alabama
$209K +$206K +2,242 New
AA
733
Apriem Advisors
California
$208K -$57.5K -625 -22%
PGFC
734
Peapack-Gladstone Financial Corp
New Jersey
$208K -$12.9K -140 -6%
HT
735
Heritage Trust
Oklahoma
$207K -$24.9K -271 -11%
JRP
736
Jasper Ridge Partners
California
$207K +$204K +2,216 New
CAG
737
Crestwood Advisors Group
Massachusetts
$206K +$202K +2,200 New
NAM
738
North American Management
Massachusetts
$203K +$200K +2,171 New
TF
739
Tompkins Financial
New York
$202K
PAM
740
Paradigm Asset Management
New York
$196K
AF
741
Allworth Financial
California
$187K
SWA
742
Sutton Wealth Advisors
Florida
$174K
JFA
743
JNBA Financial Advisors
Minnesota
$171K
EDRH
744
Edmond de Rothschild Holding
Switzerland
$165K
FPFS
745
First Personal Financial Services
North Carolina
$153K
AOWM
746
Alpha Omega Wealth Management
Virginia
$149K
SIAS
747
Shine Investment Advisory Services
Colorado
$148K +$7.64K +83 +6%
GLI
748
Guardian Life Insurance
New York
$145K +$3.59K +39 +3%
MRCM
749
M&R Capital Management
New Jersey
$144K
TRCT
750
Tower Research Capital (TRC)
New York
$139K +$127K +1,384 +1,384%

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.