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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.89B +$10.8M +117,462 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.43B +$115M +1,252,689 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.41B -$633M -6,876,811 -13%
BlackRock
4
BlackRock
New York
$3.65B +$5.27M +57,328 +0.1%
State Street
5
State Street
Massachusetts
$2.61B -$10.2M -110,422 -0.4%
Jennison Associates
6
Jennison Associates
New York
$1.71B -$48.6M -528,782 -3%
Morgan Stanley
7
Morgan Stanley
New York
$1.46B -$42.2M -458,566 -3%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$1.26B +$62.1M +675,471 +5%
Sands Capital Management
9
Sands Capital Management
Virginia
$1.25B -$81.9M -889,834 -6%
Bank of America
10
Bank of America
North Carolina
$969M +$83.1M +903,597 +10%
Northern Trust
11
Northern Trust
Illinois
$943M +$31M +337,400 +3%
TCIM
12
TIAA CREF Investment Management
New York
$861M -$11.4M -124,161 -1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$821M +$20.7M +225,227 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$802M +$14.5M +157,577 +2%
Ameriprise
15
Ameriprise
Minnesota
$651M -$2.08M -22,590 -0.3%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$623M +$37M +401,801 +6%
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$600M -$32.3M -351,196 -5%
Norges Bank
18
Norges Bank
Norway
$599M +$53.2M +578,530 +10%
LPC
19
Lone Pine Capital
Connecticut
$586M +$333M +3,622,378 +137%
Citadel Advisors
20
Citadel Advisors
Florida
$583M -$76.6M -832,321 -12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$582M +$21.3M +231,625 +4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$563M +$17.5M +189,997 +3%
Wells Fargo
23
Wells Fargo
California
$523M -$64.8M -704,541 -11%
Capital Research Global Investors
24
Capital Research Global Investors
California
$486M -$296M -3,221,373 -38%
JP Morgan Chase
25
JP Morgan Chase
New York
$465M +$114M +1,241,184 +33%

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.