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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
WA
826
Winfield Associates
Ohio
$17K +$460 +5 +3%
KF
827
Krilogy Financial
Missouri
$16K -$18.4K -200 -53%
AWM
828
Avior Wealth Management
Nebraska
$16K
MSFP
829
Mark Sheptoff Financial Planning
Connecticut
$16K
VCM
830
Vigilant Capital Management
Maine
$16K
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
CHP
832
Cable Hill Partners
Oregon
$14K
BRC
833
Bell Rock Capital
Delaware
$14K +$13.8K +150 New
ED
834
Exane Derivatives
France
$13.7K -$76.4K -831 -85%
GWS
835
Glassman Wealth Services
Virginia
$13K -$12.4K -135 -49%
PA
836
Perennial Advisors
New York
$13K
TG
837
TLP Group
Illinois
$13K +$12.4K +135 New
SQA
838
Simon Quick Advisors
New Jersey
$13K +$12.8K +139 New
SSA
839
South Street Advisors
New York
$12.3K -$64.9K -705 -0.5%
SH
840
SeaTown Holdings
Singapore
$12.1K -$13.8M -150,000 -54%
VCM
841
Versant Capital Management
Arizona
$12K -$1.93K -21 -14%
HL
842
Harding Loevner
New Jersey
$12K
RIM
843
Ranger Investment Management
Texas
$12K
AIM
844
Arcadia Investment Management
Michigan
$10K
MWM
845
MinichMacGregor Wealth Management
New York
$10K
AIM
846
Advantage Investment Management
Iowa
$9K -$46K -500 -83%
AC
847
Alexandria Capital
Virginia
$9K
KTC
848
Kistler-Tiffany Companies
Pennsylvania
$9K
MCIA
849
Mountain Capital Investment Advisors
Colorado
$9K
NSB
850
Norway Savings Bank
Maine
$9K

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.