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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
FIB
776
First Interstate Bank
Montana
$61K
HFM
777
Harvest Fund Management
China
$60K
EMG
778
ETF Managers Group
New Jersey
$60K +$4.88K +53 +9%
FMII
779
Farmers & Merchants Investments Inc
Nebraska
$59K +$26K +283 +81%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$58K +$3.4K +37 +6%
Carson Wealth (CWM LLC)
781
Carson Wealth (CWM LLC)
Nebraska
$58K +$32K +348 +129%
PMFA
782
Plante Moran Financial Advisors
Michigan
$57K -$10.8K -117 -16%
HFM
783
Hartford Financial Management
Connecticut
$56K
MIC
784
MU Investments Company
Japan
$54K -$13.8K -150 -21%
LWM
785
Lenox Wealth Management
Ohio
$52K +$3.68K +40 +8%
RFWA
786
RPg Family Wealth Advisory
Massachusetts
$50.2K
CB
787
Community Bank
New York
$50K +$17K +185 +53%
VFA
788
Valeo Financial Advisors
Indiana
$50K +$48.9K +532 New
BL
789
Balentine LLC
Georgia
$49K +$920 +10 +2%
HRC
790
Hoertkorn Richard Charles
$47K
GEA
791
Glen Eagle Advisors
New Jersey
$46K +$1.1K +12 +3%
ST
792
Smithfield Trust
Pennsylvania
$45K +$8.28K +90 +23%
AIL
793
AGF Investments LLC
Ontario, Canada
$44K -$4.6K -50 -10%
HDIM
794
Hanson & Doremus Investment Management
Vermont
$42K
WAM
795
Watermark Asset Management
California
$38K +$10.1K +110 +37%
SFG
796
SevenBridge Financial Group
Pennsylvania
$37K
Bessemer Group
797
Bessemer Group
New Jersey
$36K -$46.6K -507 -57%
AP
798
Atwood & Palmer
Missouri
$36K
BDWM
799
Brewin Dolphin Wealth Management
Ireland
$36K +$35.4K +385 New
HI
800
Hudock Inc
Pennsylvania
$35K

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.