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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
DLPIC
201
Davide Leone & Partners Investment Company
United Kingdom
$18.7M -$65.3M -709,698 -78%
CA
202
Commerzbank Aktiengesellschaft
Germany
$18.2M -$3.13M -34,034 -15%
ACI
203
AMP Capital Investors
Australia
$17.9M +$960K +10,434 +6%
NAMA
204
Nikko Asset Management Americas
New York
$17.7M +$6.94M +75,400 +66%
TPSF
205
Texas Permanent School Fund
Texas
$17.7M +$123K +1,341 +0.7%
FA
206
Friess Associates
Delaware
$17.6M +$778K +8,460 +5%
MJRIC
207
Mogy Joel R Investment Counsel
California
$17.3M +$644K +6,995 +4%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$17.2M -$982K -10,672 -5%
FHAM
209
Folger Hill Asset Management
New York
$17M +$672K +7,300 +4%
ADEF
210
Adams Diversified Equity Fund
Maryland
$16.9M -$1.75M -19,000 -9%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$16.7M +$465K +5,051 +3%
ZDA
212
Zweig-DiMenna Associates
New York
$16.3M +$570K +6,197 +4%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$16.2M +$285K +3,100 +2%
DBG
214
De Burlo Group
Massachusetts
$16.1M -$18.4K -200 -0.1%
CS
215
Candriam SCA
Luxembourg
$16.1M -$5.15M -55,970 -25%
KCM
216
Kingdon Capital Management
New York
$15.9M -$4.49M -48,762 -22%
ASRS
217
Arizona State Retirement System
Arizona
$15.8M +$313K +3,400 +2%
WBC
218
Westpac Banking Corp
Australia
$15.8M +$5.92M +64,308 +61%
EB
219
Eastern Bank
Massachusetts
$15.4M -$2.08M -22,624 -12%
FAF
220
Fjarde Ap-fonden
Sweden
$15M +$525K +5,707 +4%
GAMA
221
Graticule Asia Macro Advisors
New York
$15M +$14.8M +160,547 New
AIM
222
ARK Investment Management
Florida
$14.9M +$4.44M +48,231 +43%
PC
223
Passport Capital
California
$14.7M +$9.94K +108 +0.1%
QIM
224
Quest Investment Management
Oregon
$14.4M -$253K -2,745 -2%
NMIMC
225
Northwestern Mutual Investment Management Company
Wisconsin
$14.3M -$33.5K -364 -0.2%

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.