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Salesforce
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1,003 hedge funds and large institutions have $64.1B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 345 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 45

31% more funds holding in top 10

Funds holding in top 10: 39 → 51 (+12)

14% more funds holding

Funds holding: 877 → 1,003 (+126)

10% more capital invested

Capital invested by funds: $58.3B → $64.1B (+$5.71B)

4% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 333

0.18% less ownership

Funds ownership: 86.95% → 86.77% (-0.18%)

17% less call options, than puts

Call options by funds: $999M | Put options by funds: $1.2B

Holders
1,003
Holders Change
+126
Holders Change %
+14.37%
% of All Funds
22.74%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
182
Increased
345
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$336M
2
ECU
Egerton Capital (UK)
United Kingdom
+$294M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$278M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

Rank Fund Capital Flow
1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$213M
3
Bank of America
Bank of America
North Carolina
-$190M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$166M
5
LPC
Lone Pine Capital
Connecticut
-$143M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
801
Newport Wealth Strategies
California
$225K +$201K +1,974 New
CAMG
802
CWA Asset Management Group
Florida
$225K +$224K +2,202 New
AAP
803
Aristotle Atlantic Partners
Florida
$224K +$224K +2,196 New
RWM
804
RKL Wealth Management
Pennsylvania
$223K +$222K +2,179 New
NAM
805
North American Management
Massachusetts
$222K – – –
TF
806
Tompkins Financial
New York
$222K – – –
RCAG
807
Rehmann Capital Advisory Group
Michigan
$221K +$221K +2,166 New
OWD
808
Osborn Williams & Donohoe
Ohio
$215K +$214K +2,100 New
DDC
809
DF Dent & Co
Maryland
$215K +$214K +2,103 New
HWA
810
Heritage Wealth Advisors
Virginia
$211K +$211K +2,070 New
HPWM
811
Highland Private Wealth Management
Washington
$210K +$209K +2,052 New
IAA
812
Independent Advisor Alliance
North Carolina
$208K +$194K +1,907 New
AF
813
Allworth Financial
California
$205K +$408 +4 +0.2%
NFC
814
Northeast Financial Consultants
Connecticut
$205K +$205K +2,009 New
MCMT
815
Moon Capital Management (Tennessee)
Tennessee
$204K +$204K +2,000 New
CHAM
816
Clear Harbor Asset Management
Connecticut
$204K +$204K +1,999 New
AC
817
Alley Company
Illinois
$204K +$204K +2,000 New
KJHP
818
K.J. Harrison & Partners
Ontario, Canada
$204K +$204K +2,000 New
NA
819
NewEdge Advisors
Louisiana
$201K +$188K +1,843 New
HCM
820
Hengehold Capital Management
Ohio
$200K +$199K +1,954 New
SWA
821
Sutton Wealth Advisors
Florida
$190K – – –
PAM
822
Paradigm Asset Management
New York
$189K -$25.5K -250 -12%
JFA
823
JNBA Financial Advisors
Minnesota
$187K – – –
IWM
824
IHT Wealth Management
Illinois
$185K +$39.8K +391 +30%
SMFG
825
Sumitomo Mitsui Financial Group
Japan
$182K +$180K +1,768 New
31 32
33
34 35

CRM Hedge Fund Activity: Q4 2017 in Review

1,003 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2017, worth a combined $64.1B — up 9.8% from $58.3B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new CRM positions and 45 closed out — a net gain of 137 holders — while 345 added to existing stakes and 333 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $336M. The largest seller was SRS Investment Management, exiting entirely with an estimated $221M sold.

  • 1,003 institutional investors held Salesforce (CRM) as of Q4 2017, up from 877 in Q3 2017.
  • Funds reported $64.1B of Salesforce stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 182 funds opened new Salesforce positions in Q4 2017 and 45 closed out, a net change of +137 holders.
  • The largest Salesforce buyer in Q4 2017 was Wellington Management Group, an estimated $336M added.
  • The largest Salesforce seller in Q4 2017 was SRS Investment Management, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2017.