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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
151
Tekne Capital Management
New York
$32.6M
Macquarie Group
152
Macquarie Group
Australia
$32.3M -$4.85M -52,669 -13%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$32.2M -$67.4M -732,866 -68%
Barclays
154
Barclays
United Kingdom
$31.9M -$2.88M -31,255 -8%
WIM
155
Waverton Investment Management
United Kingdom
$31.7M +$2.02M +21,955 +7%
GCM
156
Glynn Capital Management
California
$31.2M -$1.72M -18,725 -5%
NC
157
Nicholas Company
Wisconsin
$30.8M
William Blair Investment Management
158
William Blair Investment Management
Illinois
$30.6M -$396K -4,300 -1%
IG
159
Ithaka Group
Virginia
$30.5M -$1.61M -17,467 -5%
AG
160
Aperio Group
California
$30.4M +$3.32M +36,132 +13%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$30.1M +$29.6M +322,156 New
MCM
162
McKinley Capital Management
Alaska
$29.5M -$5.34M -58,041 -16%
CC
163
Carlson Capital
Texas
$28.2M +$12.3M +134,001 +80%
RHBC
164
R.H. Bluestein & Co
Michigan
$28.2M +$3.23M +35,162 +13%
N
165
Natixis
France
$27.9M +$17.9M +195,019 +189%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$27M +$2M +21,733 +8%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$26.7M +$1.49M +16,205 +6%
EAM
168
EULAV Asset Management
Florida
$26.3M -$368K -4,000 -1%
Comerica Bank
169
Comerica Bank
Texas
$26.1M +$1.05M +11,415 +5%
RG
170
Rathbones Group
United Kingdom
$25.8M -$14.3K -155 -0.1%
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$25.4M +$1.75M +19,000 +8%
CT
172
Cambridge Trust
Massachusetts
$25.2M -$726K -7,895 -3%
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$24.2M +$2.97M +32,274 +14%
ERSOT
174
Employees Retirement System of Texas
Texas
$24M +$285K +3,100 +1%
WCM
175
Windward Capital Management
California
$23.9M -$82.2K -894 -0.3%

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.