Applied Matls (AMAT) Shareholder Maverick Capital LTD Has Increased Holding; Salesforce Com (CRM) Holder Davide Leone & Partners Investment Company Llp Has Lowered Its Position

February 22, 2018 - By reb123z

Davide Leone & Partners Investment Company Llp decreased its stake in Salesforce Com Inc (CRM) by 78.01% based on its latest 2017Q3 regulatory filing with the SEC. Davide Leone & Partners Investment Company Llp sold 709,698 shares as the company’s stock rose 7.28% with the market. The institutional investor held 200,000 shares of the prepackaged software company at the end of 2017Q3, valued at $18.68 million, down from 909,698 at the end of the previous reported quarter. Davide Leone & Partners Investment Company Llp who had been investing in Salesforce Com Inc for a number of months, seems to be less bullish one the $82.29B market cap company. The stock decreased 0.48% or $0.55 during the last trading session, reaching $113.93. About 2.23M shares traded. Salesforce.com, inc. (NYSE:CRM) has risen 7.78% since February 22, 2017 and is uptrending. It has underperformed by 8.92% the S&P500.




Lee Ainslie increased its stake in Applied Matls Inc (AMAT) by 6.76% based on its latest 2017Q3 regulatory filing with the SEC. Maverick Capital Ltd bought 6,220 shares as the company’s stock rose 23.58% with the market. The hedge fund run by Lee Ainslie held 98,250 shares of the technology company at the end of 2017Q3, valued at $5.12 million, up from 92,030 at the end of the previous reported quarter. Maverick Capital Ltd who had been investing in Applied Matls Inc for a number of months, seems to be bullish on the $59.72B market cap company. The stock increased 1.15% or $0.645 during the last trading session, reaching $56.775. About 6.25 million shares traded. Applied Materials, Inc. (NASDAQ:AMAT) has risen 121.40% since February 22, 2017 and is uptrending. It has outperformed by 104.70% the S&P500.

Analysts await Salesforce.com, inc. (NYSE:CRM) to report earnings on February, 28 after the close. They expect $0.11 earnings per share, up 450.00% or $0.09 from last year’s $0.02 per share. CRM’s profit will be $79.45 million for 258.93 P/E if the $0.11 EPS becomes a reality. After $0.15 actual earnings per share reported by Salesforce.com, inc. for the previous quarter, Wall Street now forecasts -26.67% negative EPS growth.

Since August 24, 2017, it had 2 insider buys, and 94 selling transactions for $75.21 million activity. Another trade for 8,477 shares valued at $855,499 was sold by Dayon Alexandre. Allanson Joe had sold 191 shares worth $17,897. $654,820 worth of Salesforce.com, inc. (NYSE:CRM) shares were bought by Wojcicki Susan. Harris Parker also sold $743,264 worth of Salesforce.com, inc. (NYSE:CRM) shares. Another trade for 129 shares valued at $13,674 was made by Roos John Victor on Thursday, January 4. On Tuesday, September 26 the insider BLOCK KEITH sold $711,967.

Investors sentiment decreased to 1.34 in Q3 2017. Its down 0.04, from 1.38 in 2017Q2. It worsened, as 40 investors sold CRM shares while 234 reduced holdings. 73 funds opened positions while 295 raised stakes. 609.74 million shares or 0.30% less from 611.55 million shares in 2017Q2 were reported. State Teachers Retirement Sys invested in 0.24% or 1.05 million shares. Tokio Marine Asset Ltd accumulated 5,716 shares. 15,209 are held by Fulton National Bank & Trust Na. Essex Inv Management Communication Limited Liability Company owns 28,120 shares or 0.36% of their US portfolio. Richard Bernstein Limited Liability reported 33,521 shares. Lombard Odier Asset Management (Switzerland) owns 3,311 shares. New York-based Arrowgrass Prns (Us) LP has invested 0.04% in Salesforce.com, inc. (NYSE:CRM). Umb Bank N A Mo invested in 0.06% or 19,135 shares. United Automobile Association stated it has 0.17% in Salesforce.com, inc. (NYSE:CRM). Tiaa Cref Invest Mgmt Ltd Liability has invested 0.59% of its portfolio in Salesforce.com, inc. (NYSE:CRM). Peloton Wealth Strategists stated it has 2.19% in Salesforce.com, inc. (NYSE:CRM). Alexandria Cap Ltd invested in 100 shares or 0% of the stock. 35,342 were reported by Virtu Fincl Limited Com. Coatue Ltd Liability Com holds 1.09M shares or 0.83% of its portfolio. Point72 Asset Mngmt LP invested in 0.03% or 79,000 shares.

Among 51 analysts covering Salesforce.com (NYSE:CRM), 45 have Buy rating, 1 Sell and 5 Hold. Therefore 88% are positive. Salesforce.com had 203 analyst reports since August 21, 2015 according to SRatingsIntel. The rating was maintained by TH Capital on Thursday, November 19 with “Buy”. The stock of Salesforce.com, inc. (NYSE:CRM) has “Positive” rating given on Tuesday, November 15 by OTR Global. The firm has “Hold” rating by Jefferies given on Friday, June 16. The company was maintained on Friday, August 18 by Cowen & Co. Jefferies maintained Salesforce.com, inc. (NYSE:CRM) rating on Thursday, February 25. Jefferies has “Hold” rating and $60 target. On Thursday, January 18 the stock rating was maintained by Barclays Capital with “Buy”. The rating was upgraded by Wedbush to “Outperform” on Friday, December 18. As per Wednesday, August 23, the company rating was maintained by Deutsche Bank. The firm has “Buy” rating given on Tuesday, October 31 by Robert W. Baird. Macquarie Research initiated Salesforce.com, inc. (NYSE:CRM) on Tuesday, April 26 with “Outperform” rating.

Investors sentiment increased to 1.06 in Q3 2017. Its up 0.24, from 0.82 in 2017Q2. It is positive, as 40 investors sold AMAT shares while 325 reduced holdings. 123 funds opened positions while 263 raised stakes. 811.15 million shares or 1.86% less from 826.54 million shares in 2017Q2 were reported. Moreover, Associated Banc has 0.02% invested in Applied Materials, Inc. (NASDAQ:AMAT) for 6,921 shares. Wells Fargo & Mn reported 4.44M shares. Telemus Cap Ltd Liability Corp holds 0.1% of its portfolio in Applied Materials, Inc. (NASDAQ:AMAT) for 12,162 shares. Mengis Cap Mngmt holds 0.22% in Applied Materials, Inc. (NASDAQ:AMAT) or 6,403 shares. Greenwich Wealth Ltd Liability Company stated it has 0.99% in Applied Materials, Inc. (NASDAQ:AMAT). Barnett And accumulated 1,548 shares or 0.04% of the stock. Baker Avenue Asset Management Limited Partnership invested in 292,176 shares. Livforsakringsbolaget Skandia Omsesidigt reported 39,614 shares stake. Twin Tree LP stated it has 68,248 shares or 0.03% of all its holdings. Spirit Of America Mngmt Corp Ny has invested 0.11% in Applied Materials, Inc. (NASDAQ:AMAT). American Trust Inv Advsr Limited Liability has 1.01% invested in Applied Materials, Inc. (NASDAQ:AMAT) for 21,645 shares. Pictet Asset Limited holds 0.14% of its portfolio in Applied Materials, Inc. (NASDAQ:AMAT) for 961,644 shares. Central Bancorp Communication invested in 14,550 shares or 0.19% of the stock. Polar Asset Mgmt Prtn owns 0.4% invested in Applied Materials, Inc. (NASDAQ:AMAT) for 377,700 shares. Qci Asset New York invested in 370 shares or 0% of the stock.

Among 28 analysts covering Applied Materials Inc. (NASDAQ:AMAT), 28 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Applied Materials Inc. had 116 analyst reports since August 4, 2015 according to SRatingsIntel. The stock of Applied Materials, Inc. (NASDAQ:AMAT) has “Neutral” rating given on Tuesday, June 28 by Susquehanna. The firm earned “Buy” rating on Thursday, February 15 by Deutsche Bank. The stock of Applied Materials, Inc. (NASDAQ:AMAT) earned “Negative” rating by Susquehanna on Tuesday, April 19. B. Riley & Co maintained the shares of AMAT in report on Thursday, September 28 with “Buy” rating. The stock of Applied Materials, Inc. (NASDAQ:AMAT) has “Neutral” rating given on Monday, December 19 by Goldman Sachs. The rating was maintained by Deutsche Bank on Thursday, October 12 with “Buy”. The firm has “Buy” rating given on Monday, July 10 by DA Davidson. The company was maintained on Monday, November 9 by B. Riley & Co. The company was maintained on Friday, February 19 by B. Riley & Co. The firm earned “Buy” rating on Thursday, February 15 by Susquehanna.

Maverick Capital Ltd, which manages about $14.71B and $7.88 billion US Long portfolio, decreased its stake in Sprouts Fmrs Mkt Inc (NASDAQ:SFM) by 186,073 shares to 2,137 shares, valued at $40,000 in 2017Q3, according to the filing. It also reduced its holding in Five Below Inc (NASDAQ:FIVE) by 6,448 shares in the quarter, leaving it with 29,942 shares, and cut its stake in Cigna Corporation (NYSE:CI).

Since August 23, 2017, it had 0 insider buys, and 4 insider sales for $11.03 million activity. On Thursday, October 5 the insider Larkins Thomas F sold $1.54 million. 53,466 shares were sold by Nalamasu Omkaram, worth $2.83M. Salehpour Ali had sold 125,125 shares worth $6.44 million on Friday, December 29. $214,680 worth of Applied Materials, Inc. (NASDAQ:AMAT) was sold by Forrest Stephen R on Wednesday, January 3.

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