We are live on ! Find out more
CRM icon

Salesforce
CRM

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: 858 → 877 (+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: 40 → 39 (-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

Top Buyers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
+$333M
2
Millennium Management
Millennium Management
New York
+$208M
3
PC
PointState Capital
New York
+$160M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$115M
5
JP Morgan Chase
JP Morgan Chase
New York
+$114M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$633M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$296M
3
TCM
Tybourne Capital Management
Hong Kong
-$123M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$104M
5
MNA
Manning & Napier Advisors
New York
-$97.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
876
Pacific Center for Financial Services
California
$1K – – –
MCMC
877
Matrix Capital Management Company
New Hampshire
– -$86.6M -1,000,000 Closed
CCM
878
Conatus Capital Management
Connecticut
– -$47.2M -545,019 Closed
GH
879
GAM Holding
Switzerland
– -$13.7M -158,494 Closed
PG
880
PEAK6 Group
Illinois
– -$9.3M -101,039 Closed
SI
881
Stephens Inc
Arkansas
– -$8.14M -94,028 Closed
SCM
882
Sandler Capital Management
New York
– -$6.49M -74,900 Closed
PL
883
Perpetual Ltd
Australia
– -$4.97M -57,411 Closed
Simplex Trading
884
Simplex Trading
Illinois
– -$4.88M -53,057 Closed
ESCM
885
Echo Street Capital Management
New York
– -$4.43M -51,115 Closed
OCM
886
Oribel Capital Management
New York
– -$3.84M -41,700 Closed
LSA
887
L & S Advisors
California
– -$3.04M -35,161 Closed
PL
888
Parkwood LLC
Ohio
– -$2.64M -30,524 Closed
OI
889
Oakbrook Investments
Illinois
– -$2.34M -27,050 Closed
Twin Tree Management
890
Twin Tree Management
Texas
– -$2.18M -23,727 Closed
SIC
891
Salem Investment Counselors
North Carolina
– -$1.9M -21,985 Closed
PP
892
Peconic Partners
New York
– -$1.73M -20,000 Closed
AC
893
Allstate Corporation
Illinois
– -$1.73M -19,931 Closed
AIMCA
894
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.58M -18,200 Closed
CPIM
895
Columbia Partners Investment Management
Virginia
– -$1.25M -14,395 Closed
TH
896
Timber Hill
Connecticut
– -$856K -9,884 Closed
BFM
897
Boothbay Fund Management
New York
– -$865K -9,400 Closed
SM
898
SG3 Management
Puerto Rico
– -$650K -7,500 Closed
Verition Fund Management
899
Verition Fund Management
Connecticut
– -$644K -6,999 Closed
RA
900
Rational Advisors
New York
– -$488K -5,640 Closed
33 34 35
36
37

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.