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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
MUS
751
Mitsubishi UFJ Securities
Japan
$131K +$86.5K +940 +204%
PCA
752
Peddock Capital Advisors
Massachusetts
$130K
LWCFA
753
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K
IWM
754
IHT Wealth Management
Illinois
$126K +$53.2K +578 +79%
OIA
755
OneDigital Investment Advisors
Kansas
$121K -$98.9K -1,075 -45%
CAL
756
Capital Analysts LLC
Pennsylvania
$121K +$2.76K +30 +2%
LNB
757
Ledyard National Bank
$121K +$19.3K +210 +19%
WIM
758
Westside Investment Management
California
$115K -$18.4K -200 -14%
LWAC
759
Laurel Wealth Advisors (California)
California
$107K +$105K +1,146 New
BBHC
760
Brown Brothers Harriman & Co
New York
$106K +$98.4K +1,070 +1,672%
QCG
761
Quadrant Capital Group
Ohio
$101K +$6.35K +69 +6%
GBBWRPM
762
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$95K
First Manhattan
763
First Manhattan
New York
$93K
EA
764
Edge Advisors
Georgia
$90K
TWA
765
TCI Wealth Advisors
Arizona
$84K -$8.37K -91 -9%
BTIS
766
BB&T Investment Services
North Carolina
$83K +$17.7K +192 +28%
CLM
767
ClearBridge LLC (Maryland)
Maryland
$78K
CFA
768
Carroll Financial Associates
North Carolina
$78K +$5.7K +62 +8%
WTB
769
Washington Trust Bank
Washington
$77K -$11.8K -128 -13%
FHA
770
First Horizon Advisors
Tennessee
$77K
SBL
771
Sargent Bickham Lagudis
Colorado
$73K
AssetMark Inc
772
AssetMark Inc
California
$64K +$10.8K +117 +21%
GWM
773
Geneos Wealth Management
Colorado
$64K +$55.2K +600 +645%
BCM
774
Blume Capital Management
California
$64K +$62.6K +680 New
PHK
775
Point72 Hong Kong
Hong Kong
$63K +$62.2K +676 New

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.