Tiedemann Wealth Management Has Lowered Holding in Time Warner (TWX) by $1.51 Million; Salesforce Com (CRM) Shareholder Lone Pine Capital Has Lowered Position

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Stephen Mandel decreased its stake in Salesforce Com Inc (CRM) by 22.43% based on its latest 2017Q4 regulatory filing with the SEC. Lone Pine Capital Llc sold 1.41 million shares as the company’s stock rose 10.89% while stock markets declined. The hedge fund run by Stephen Mandel held 4.86 million shares of the prepackaged software company at the end of 2017Q4, valued at $497.31M, down from 6.27 million at the end of the previous reported quarter. Lone Pine Capital Llc who had been investing in Salesforce Com Inc for a number of months, seems to be less bullish one the $88.17 billion market cap company. The stock decreased 0.50% or $0.61 during the last trading session, reaching $120.22. About 3.80M shares traded. salesforce.com, inc. (NYSE:CRM) has risen 39.46% since April 30, 2017 and is uptrending. It has outperformed by 27.91% the S&P500.

Tiedemann Wealth Management Llc decreased its stake in Time Warner Inc (TWX) by 81.36% based on its latest 2017Q4 regulatory filing with the SEC. Tiedemann Wealth Management Llc sold 16,619 shares as the company’s stock rose 1.97% while stock markets declined. The institutional investor held 3,808 shares of the television services company at the end of 2017Q4, valued at $347,000, down from 20,427 at the end of the previous reported quarter. Tiedemann Wealth Management Llc who had been investing in Time Warner Inc for a number of months, seems to be less bullish one the $74.01B market cap company. The stock increased 0.99% or $0.93 during the last trading session, reaching $94.6. About 7.35M shares traded or 35.03% up from the average. Time Warner Inc. (NYSE:TWX) has declined 3.25% since April 30, 2017 and is downtrending. It has underperformed by 14.80% the S&P500.

Among 41 analysts covering Time Warner Inc. (NYSE:TWX), 18 have Buy rating, 0 Sell and 23 Hold. Therefore 44% are positive. Time Warner Inc. had 126 analyst reports since August 6, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Outperform” rating in Thursday, November 5 report. The company was maintained on Thursday, November 5 by FBR Capital. The firm earned “Hold” rating on Friday, November 17 by Loop Capital. The rating was maintained by Wedbush with “Neutral” on Monday, October 24. Wedbush maintained the stock with “Outperform” rating in Friday, February 12 report. The firm earned “Neutral” rating on Monday, October 24 by Goldman Sachs. UBS maintained it with “Buy” rating and $90 target in Thursday, August 4 report. The stock has “Hold” rating by RBC Capital Markets on Thursday, July 13. Guggenheim maintained Time Warner Inc. (NYSE:TWX) rating on Thursday, February 1. Guggenheim has “Buy” rating and $107.0 target. The rating was downgraded by Macquarie Research on Monday, October 24 to “Neutral”.

Investors sentiment increased to 0.91 in 2017 Q4. Its up 0.15, from 0.76 in 2017Q3. It increased, as 64 investors sold TWX shares while 363 reduced holdings. 122 funds opened positions while 265 raised stakes. 598.25 million shares or 1.97% more from 586.69 million shares in 2017Q3 were reported. Manikay Prns Lc owns 1.87 million shares. Tiedemann Wealth holds 3,808 shares or 0.03% of its portfolio. Engineers Gate Manager Lp owns 0.05% invested in Time Warner Inc. (NYSE:TWX) for 7,283 shares. 130 are owned by Contravisory Mngmt. Cambridge Invest Rech Advisors Incorporated holds 22,181 shares or 0.02% of its portfolio. 9,371 were reported by American Assets Inv Limited Liability Corporation. Envestnet Asset Mngmt Incorporated holds 0.01% of its portfolio in Time Warner Inc. (NYSE:TWX) for 67,750 shares. Churchill accumulated 16,342 shares. Woodmont Invest Counsel Limited reported 0.06% in Time Warner Inc. (NYSE:TWX). Mrj Cap owns 28,500 shares for 1.4% of their portfolio. Barrett Asset Management Llc reported 0.18% of its portfolio in Time Warner Inc. (NYSE:TWX). State Of Tennessee Treasury Department owns 0.2% invested in Time Warner Inc. (NYSE:TWX) for 487,027 shares. Ubs Asset Mngmt Americas Inc holds 0.21% in Time Warner Inc. (NYSE:TWX) or 2.73M shares. Baupost Gru Ltd Company Ma holds 7.33% or 8.10M shares. 665,000 are held by Greenlight Capital Inc.

Tiedemann Wealth Management Llc, which manages about $5.35B and $1.31B US Long portfolio, upped its stake in Eqt Midstream Partners Lp (NYSE:EQM) by 41,680 shares to 258,448 shares, valued at $18.89 million in 2017Q4, according to the filing. It also increased its holding in Williams Partners LP New (ACMP) by 80,926 shares in the quarter, for a total of 409,322 shares, and has risen its stake in Enbridge Energy Partners LP (NYSE:EEP).

Since December 14, 2017, it had 0 buys, and 3 insider sales for $2.88 million activity. OLAFSSON OLAF sold $2.11 million worth of stock or 23,450 shares. 4,019 shares were sold by BARR WILLIAM P, worth $390,647.

Investors sentiment decreased to 1.19 in Q4 2017. Its down 0.15, from 1.34 in 2017Q3. It fall, as 39 investors sold CRM shares while 274 reduced holdings. 110 funds opened positions while 261 raised stakes. 608.21 million shares or 0.25% less from 609.74 million shares in 2017Q3 were reported. Private Ocean owns 124 shares. Blair William And Il has 1.23 million shares. 7,921 were reported by Chem Bancorp. First Republic Invest Mngmt holds 0.09% or 128,396 shares. Fisher Asset Management Limited Liability Com has invested 0.05% in salesforce.com, inc. (NYSE:CRM). Nordea Investment Mgmt reported 0.02% in salesforce.com, inc. (NYSE:CRM). Ballentine Ltd Liability Corporation reported 0.06% of its portfolio in salesforce.com, inc. (NYSE:CRM). Alley Ltd Liability Co reported 2,000 shares stake. Adirondack Tru holds 200 shares or 0.01% of its portfolio. 840 were accumulated by Clearbridge Llc. Edgewood accumulated 8,411 shares. Altimeter Capital LP accumulated 0.56% or 105,000 shares. 2,862 are owned by Intersect Cap Ltd Liability. Tpg Holdg (Sbs) Advsr Incorporated accumulated 0.05% or 32,648 shares. Covington Advsrs reported 43,940 shares.

Lone Pine Capital Llc, which manages about $34.98B and $19.16 billion US Long portfolio, upped its stake in Paypal Hldgs Inc by 2.77M shares to 9.49M shares, valued at $698.52M in 2017Q4, according to the filing. It also increased its holding in Adobe Sys Inc (NASDAQ:ADBE) by 1.86M shares in the quarter, for a total of 5.79 million shares, and has risen its stake in Priceline Grp Inc (NASDAQ:PCLN).

Among 55 analysts covering Salesforce.com (NYSE:CRM), 49 have Buy rating, 1 Sell and 5 Hold. Therefore 89% are positive. Salesforce.com had 231 analyst reports since August 21, 2015 according to SRatingsIntel. The stock of salesforce.com, inc. (NYSE:CRM) earned “Overweight” rating by Barclays Capital on Thursday, March 1. Oppenheimer maintained the shares of CRM in report on Wednesday, August 19 with “Buy” rating. The firm has “Outperform” rating given on Thursday, November 19 by Oppenheimer. The stock of salesforce.com, inc. (NYSE:CRM) has “Buy” rating given on Monday, August 24 by S&P Research. Goldman Sachs maintained salesforce.com, inc. (NYSE:CRM) on Wednesday, November 22 with “Buy” rating. Barclays Capital maintained the shares of CRM in report on Thursday, November 19 with “Overweight” rating. The stock of salesforce.com, inc. (NYSE:CRM) has “Hold” rating given on Saturday, August 22 by TheStreet. The firm has “Buy” rating by Brean Capital given on Tuesday, January 12. The firm has “Overweight” rating by Morgan Stanley given on Friday, March 2. The stock of salesforce.com, inc. (NYSE:CRM) earned “Outperform” rating by FBR Capital on Thursday, February 25.

Analysts await salesforce.com, inc. (NYSE:CRM) to report earnings on May, 17. They expect $0.18 earnings per share, up 200.00% or $0.12 from last year’s $0.06 per share. CRM’s profit will be $132.01 million for 166.97 P/E if the $0.18 EPS becomes a reality. After $0.15 actual earnings per share reported by salesforce.com, inc. for the previous quarter, Wall Street now forecasts 20.00% EPS growth.

Since October 31, 2017, it had 4 insider purchases, and 152 selling transactions for $93.75 million activity. 16,844 salesforce.com, inc. (NYSE:CRM) shares with value of $1.99 million were sold by Hawkins Mark J. The insider Benioff Marc sold $534,182. Dayon Alexandre had sold 1,015 shares worth $115,177 on Thursday, February 22. On Thursday, December 14 Roos John Victor sold $13,442 worth of salesforce.com, inc. (NYSE:CRM) or 129 shares. Another trade for 6,000 shares valued at $766,939 was made by Wojcicki Susan on Tuesday, March 13. BLOCK KEITH had sold 10,000 shares worth $1.26 million.

Time Warner Inc. (NYSE:TWX) Institutional Positions Chart