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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
TCM
901
Tuttle Capital Management
Connecticut
-$488K -5,640 Closed
MC
902
Miles Capital
Iowa
-$475K -5,486 Closed
LP
903
LGL Partners
Pennsylvania
-$454K -5,239 Closed
HHMI
904
Howard Hughes Medical Institute
Maryland
-$378K -4,361 Closed
BHB
905
Bank Hapoalim BM
Israel
-$377K -4,350 Closed
BRWA
906
B. Riley Wealth Advisors
Florida
-$373K -4,304 Closed
DCM
907
Dupont Capital Management
Delaware
-$371K -4,285 Closed
Parallax Volatility Advisers
908
Parallax Volatility Advisers
California
-$338K -3,675 Closed
IFWM
909
Institute for Wealth Management
Colorado
-$294K -3,398 Closed
GC
910
Gilbert & Cook
Iowa
-$251K -2,902 Closed
FT
911
Fiduciary Trust
Massachusetts
-$187K -2,155 Closed
HA
912
Harfst & Associates
Wyoming
-$164K -1,894 Closed
PSUF
913
People's United Financial
Connecticut
-$127K -1,465 Closed
AIM
914
Acrospire Investment Management
Illinois
-$69K -800 Closed
MFW
915
Mosaic Family Wealth
Missouri
-$35K -400 Closed
LYV
916
Live Your Vision
Pennsylvania
-$18.4K -200 Closed
IP
917
Isthmus Partners
Wisconsin
-$15K -178 Closed
VWA
918
V Wealth Advisors
Kansas
-$14K -160 Closed
QAM
919
QCI Asset Management
New York
-$13K -150 Closed
PFPT
920
Pinnacle Financial Partners (Tennessee)
Tennessee
-$8K -95 Closed
MA
921
MCF Advisors
Kentucky
-$6K -75 Closed
AIS
922
Accurate Investment Solutions
Pennsylvania
-$3K -40 Closed
RFM
923
Royal Fund Management
Florida
-$2.48K -27 -73%
CIM
924
Contravisory Investment Management
Massachusetts
+$460 +5 New

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.