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Salesforce

845 hedge funds and large institutions have $50.6B invested in Salesforce in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 331 increasing their positions, 314 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $652M

64% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $41.2B → $50.6B (+$9.41B)

16% more funds holding in top 10

Funds holding in top 10: 3237 (+5)

4% more funds holding

Funds holding: 814845 (+31)

5% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 314

1.92% less ownership

Funds ownership: 88.57%86.65% (-1.9%)

Holders
845
Holders Change
+31
Holders Change %
+3.81%
% of All Funds
21.04%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.92%
New
113
Increased
331
Reduced
314
Closed
69
Calls
$1.12B
Puts
$652M
Net Calls
+$465M
Net Calls Change
+$599M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
876
Transform Wealth
Colorado
-$763K -11,139 Closed
NCCM
877
Nine Chapters Capital Management
New Jersey
-$712K -10,400 Closed
Rafferty Asset Management
878
Rafferty Asset Management
New York
-$709K -10,359 Closed
DAM
879
Deltec Asset Management
New York
-$685K -10,000 Closed
CA
880
Cornerstone Advisors
North Carolina
-$671K -9,800 Closed
IIM
881
Intact Investment Management
Quebec, Canada
-$623K -9,100 Closed
QI
882
Quotient Investors
New York
-$616K -9,000 Closed
MFIMFI
883
Mesirow Financial Investment Management - Fixed Income
Illinois
-$562K -8,205 Closed
NJBEST
884
New Jersey Better Educational Savings Trust
New Jersey
-$548K -8,000 Closed
HLA
885
Hamilton Lane Advisors
Pennsylvania
-$510K -7,449 Closed
SLAM
886
Swiss Life Asset Management
-$504K -7,368 Closed
FMT
887
First Mercantile Trust
Tennessee
-$479K -7,000 Closed
FTIOP
888
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$421K -6,148 Closed
HHMI
889
Howard Hughes Medical Institute
Maryland
-$341K -4,982 Closed
IR
890
Invictus RG
Bermuda
-$325K -4,750 Closed
HSA
891
HBK Sorce Advisory
Pennsylvania
-$285K -3,572 Closed
HTHT
892
Hemenway Trust Hemenway Trust
New Hampshire
-$137K -1,998 Closed
FNBT
893
FineMark National Bank & Trust
Florida
-$134K -1,960 Closed
Acadian Asset Management
894
Acadian Asset Management
Massachusetts
-$99K -1,439 Closed
FO
895
FT Options
Illinois
-$82K -1,200 Closed
ED
896
Exane Derivatives
France
-$62.4K -912 Closed
NFM
897
North Forty Management
Washington
-$56K -824 Closed
SIG
898
Stanford Investment Group
California
-$49K -723 Closed
DPA
899
Delphi Private Advisors
California
-$30K -439 Closed
JIC
900
Joel Isaacson & Co
New York
-$29K -425 Closed

CRM Hedge Fund Activity: Q1 2017 in Review

845 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2017, worth a combined $50.6B — up 23% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CRM positions and 69 closed out — a net gain of 44 holders — while 331 added to existing stakes and 314 trimmed.

The largest buyer was BlackRock, adding an estimated $2.9B. The largest seller was Fidelity Investments, cutting an estimated $222M.

  • 845 institutional investors held Salesforce (CRM) as of Q1 2017, up from 814 in Q4 2016.
  • Funds reported $50.6B of Salesforce stock for Q1 2017, up 23% quarter-over-quarter.
  • 113 funds opened new Salesforce positions in Q1 2017 and 69 closed out, a net change of +44 holders.
  • The largest Salesforce buyer in Q1 2017 was BlackRock, an estimated $2.9B added.
  • The largest Salesforce seller in Q1 2017 was Fidelity Investments, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2017.