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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
JCM
801
Jacobi Capital Management
Pennsylvania
$35K +$7.36K +80 +29%
NC
802
NewSquare Capital
Pennsylvania
$33K +$32.2K +350 New
Lazard Asset Management
803
Lazard Asset Management
New York
$32K -$1.56K -17 -5%
WPA
804
West Paces Advisors
Georgia
$31.9K -$204K -2,215 -87%
SIM
805
Sonora Investment Management
Arizona
$31.2K -$31.7K -345 -51%
FANJ
806
Financial Architects (New Jersey)
New Jersey
$31K -$52.6K -572 -63%
PCTC
807
Perkins Coie Trust Company
Washington
$30K
RFA
808
Reilly Financial Advisors
California
$30K
RE
809
RBC Europe
United Kingdom
$29.7K +$29.3K +318 New
AA
810
AlphaMark Advisors
Kentucky
$28K
PCP
811
Proficio Capital Partners
Massachusetts
$27K +$460 +5 +2%
MCM
812
Manchester Capital Management
Vermont
$24K
RWML
813
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.4K
CPIG
814
Chicago Partners Investment Group
Illinois
$23K -$5.34K -58 -19%
PFO
815
Pathstone Family Office
New Jersey
$22K -$16.7K -181 -43%
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$276 -3 -1%
WAP
817
Wealthcare Advisory Partners
Pennsylvania
$22K +$21.7K +236 New
ATC
818
Adirondack Trust Company
New York
$21K
TFO
819
Tarbox Family Office
California
$21K +$2.58K +28 +14%
LA
820
Legacy Advisors
Pennsylvania
$21K +$21.1K +229 New
ANBT
821
American National Bank & Trust
Texas
$20K
FPS
822
Fieldpoint Private Securities
Connecticut
$19K
FCMT
823
Founders Capital Management (Texas)
Texas
$19K
RAM
824
Riggs Asset Management
Pennsylvania
$19K
VNA
825
Valley National Advisers
Pennsylvania
$19K

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.