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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
OFW
851
Omnia Family Wealth
Florida
$9K
PG
852
Patten Group
Tennessee
$9K
CAL
853
Capital Advisors Ltd
Ohio
$9K +$9.2K +100 New
MA
854
MUFG Americas
New York
$8K -$10.9K -118 -58%
BWM
855
Baystate Wealth Management
Massachusetts
$8K
M
856
MOTCO
Texas
$8K
CJA
857
C-J Advisory
California
$7K -$2.76K -30 -30%
ADL
858
Asset Dedication LLC
California
$7K
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$6.35K
ABFS
860
Appropriate Balance Financial Services
Washington
$6.02K +$4.51K +49 +10%
CCM
861
Cribstone Capital Management
Maine
$6K
MCM
862
MV Capital Management
Maryland
$6K
PK
863
Pflug Koory
Nebraska
$6K
WA
864
WealthTrust-Arizona
Arizona
$5K -$4.6K -50 -50%
TSW
865
Thompson Siegel & Walmsley
Virginia
$5K
VIA
866
Vantage Investment Advisors
Pennsylvania
$5K
LJHT
867
Laurie J. Hall Trustee
$4.67K
GRP
868
Global Retirement Partners
California
$4K
AAP
869
Arax Advisory Partners
Colorado
$4K +$736 +8 +21%
AIM
870
Anchor Investment Management
South Carolina
$3.92K
OC
871
Oakworth Capital
Alabama
$2K
RBC
872
Roble Belko & Company
Pennsylvania
$2K
Walleye Trading
873
Walleye Trading
New York
$1.63K -$2.08M -22,620 -56%
RCM
874
RB Capital Management
Nevada
$1.51K +$127K +1,380 +9%
TCM
875
Tradewinds Capital Management
Washington
$1K -$9.2K -100 -87%

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.