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CRM Salesforce $159.66 1.12 (0.71%) 07:08 02/22/19 02/22 07:08 02/22/19 07:08 Recommendations	Salesforce analyst commentary » Oppenheimer… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return in in 9 minutes Get Free Trial 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	22 Feb 25 Feb 03 Mar 04 Mar

Over a week ago
BKNG Booking Holdings $39.00 12 (9.00%) , MA MasterCard $38.00 17 (4.00%) … 18:53 02/14/19 02/14 18:53 02/14/19 18:53 Hot Stocks	Mandel's Lone Pine adds Mastercard, exits EA in Q4 » Stephen Mandel's… Stephen Mandel's Lone Pine Capital disclosed in an SEC filing its holdings as of December 31, 2018. The fund's six new buys during the fourth quarter included, by size of position, Booking (BKNG), Mastercard (MA), Tiffany (TIF), Autodesk (ADSK), and Salesforce (CRM). Lone Pine exited six positions in the quarter, including by size of previous position Alphabet (GOOG), Electronic Arts (EA), Nvidia (NVDA), First Data (FDC), Union Pacific (UNP), and FleetCor (FLT). The fund increased its stake in six holdings, including by size of previous position Amazon (AMZN), Facebook (FB), UnitedHealth (UNH), CSX (CSX), Constellation Brands (STZ), and TransUnion (TRU). Lone Pine reduced its stake in 10 positions, including by size of previous position Alibaba (BABA), Activision Blizzard (ATVI), Microsoft (MSFT), MercadoLibre (MELI), and Adobe (ADBE). The fund's top holdings as of December 31, in order of size, were Adobe, Amazon, Microsoft, Iqvia (IQV), and UnitedHealth. BKNG Booking Holdings $39.00 12 (9.00%) MA MasterCard $38.00 17 (4.00%) TIF Tiffany $33.00 15 (3.00%) ADSK Autodesk $37.00 19 (10.00%) CRM Salesforce $38.00 15 (5.00%) GOOG Alphabet $33.00 20 (2.00%) EA Electronic Arts $39.00 15 (6.00%) NVDA Nvidia $40.00 19 (6.00%) FDC First Data $32.00 15 (8.00%) UNP Union Pacific $36.00 12 (10.00%) FLT FleetCor $32.00 13 (9.00%) AMZN Amazon.com $33.00 19 (10.00%) FB Facebook $33.00 14 (4.00%) UNH UnitedHealth $40.00 16 (4.00%) CSX CSX $38.00 20 (5.00%) STZ Constellation Brands $35.00 20 (3.00%) TRU TransUnion $32.00 11 (7.00%) BABA Alibaba $39.00 16 (4.00%) ATVI Activision Blizzard $32.00 13 (5.00%) MSFT Microsoft $39.00 15 (7.00%) MELI MercadoLibre $36.00 11 (5.00%) ADBE Adobe $39.00 19 (7.00%) IQV Iqvia $32.00 12 (3.00%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Feb 14 Feb 14 Feb 14 Feb 14 Feb 18 Feb 19 Feb 19 Feb 20 Feb 20 Feb 20 Feb 21 Feb 25 Feb 27 Feb 28 Feb 03 Mar 04 Mar 04 Mar 06 Mar 07 Mar 12 Mar 13 Mar 18 Mar 28 May
ZEN Zendesk $78.40 0.89 (1.15%) , MSFT Microsoft $106.53 -0.25 (-0.23%) … 12:01 02/14/19 02/14 12:01 02/14/19 12:01 Hot Stocks	Zendesk names Elisabeth Zornes chief customer officer, Colleen Berube CIO » Zendesk (ZEN) announced… Zendesk (ZEN) announced the appointment of three new executives to its growing leadership team. Joining the company are Elisabeth Zornes, former general manager of global support for Microsoft Office (MSFT), as Zendesk's first chief customer officer; former Adobe (ADBE) executive Colleen Berube as chief information officer; and former Salesforce (CRM) executive Shawna Wolverton as senior vice president, product management. ZEN Zendesk $78.40 0.89 (1.15%) MSFT Microsoft $106.53 -0.25 (-0.23%) ADBE Adobe $260.53 0.32 (0.12%) CRM Salesforce $159.10 -1.26 (-0.79%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	25 Feb 03 Mar 04 Mar 04 Mar 06 Mar 07 Mar 18 Mar
CNC Centene $63.68 (0.00%) , SNPS Synopsys $100.63 (0.00%) … 09:43 02/14/19 02/14 09:43 02/14/19 09:43 Hot Stocks	Jana buys Centene and Synopsys in Q4, sells out of Electronic Arts » Barry Rosenstein's… Barry Rosenstein's Jana Partners disclosed in a regulatory filing its holdings as of December 31, 2018. Jana made eight new buys during the fourth quarter, including, by size of position, Centene (CNC), Synopsys (SNPS), Salesforce (CRM), Worldpay (WP) and MasterCard (MA). Jana exited 23 positions during the quarter, including by size of previous position, Electronic Arts (EA), Keurig Dr Pepper (KDP), Alibaba (BABA), Agilent (A) and Hain Celestial (HAIN). Jana increased its stake in nine holdings, including by size, Conagra Brands (CAG), New Oriental Education (EDU), Microsoft (MSFT), Carvana (CVNA), Tiffany (TIF) and Adobe (ADBE). The fund reduced its stake in 12 holdings, including by size Zimmer Biomet (ZBH), HD Supply (HDS), Apple (AAPL), Exact Sciences (EXAS), Falcon Minerals (FLMN) and First Data (FDC). Jana's top holdings as of December 31, in order of size, were Conagra, Zimmer Biomet, HD Supply, Tiffany and Jack in the BOX (JACK). CNC Centene $63.68 (0.00%) SNPS Synopsys $100.63 (0.00%) CRM Salesforce $160.36 (0.00%) WP Worldpay $87.14 (0.00%) MA MasterCard $220.48 (0.00%) EA Electronic Arts $102.25 (0.00%) KDP Keurig Dr Pepper $28.41 (0.00%) BABA Alibaba $169.44 (0.00%) A Agilent $77.26 (0.00%) HAIN Hain Celestial $17.80 (0.00%) CAG Conagra Brands $23.53 (0.00%) EDU New Oriental Education $78.72 (0.00%) MSFT Microsoft $106.78 (0.00%) CVNA Carvana $33.13 (0.00%) TIF Tiffany $90.90 (0.00%) ADBE Adobe $260.21 (0.00%) ZBH Zimmer Biomet $123.49 (0.00%) HDS HD Supply $43.34 (0.00%) AAPL Apple $170.19 (0.00%) EXAS Exact Sciences $89.23 (0.00%) FLMN Falcon Minerals $7.27 (0.00%) FDC First Data $25.02 (0.00%) JACK Jack in the Box $84.06 (0.00%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Feb 19 Feb 20 Feb 21 Feb 21 Feb 22 Feb 25 Feb 26 Feb 27 Feb 27 Feb 28 Feb 01 Mar 03 Mar 04 Mar 04 Mar 06 Mar 06 Mar 06 Mar 06 Mar 07 Mar 13 Mar 18 Mar 27 Mar 18 May 28 May 16 Jul 17 Jul 26 Sep 27 Sep
A Agilent $75.77 (0.00%) , TD Toronto-Dominion $56.28 (0.00%) … 09:40 02/11/19 02/11 09:40 02/11/19 09:40 Options	Unusually active option classes on open February 11th » Unusual total active… Unusual total active option classes on open include: Agilent (A), Toronto Dominion Bank (TD), Electronic Arts (EA), Xilinx (XLNX), Las Vegas Sands (LVS), Salesforce (CRM), UNG (UNG), Baidu (BIDU), Cleveland-Cliffs (CLF), and Aurora Cannabis (ACB). A Agilent $75.77 (0.00%) TD Toronto-Dominion $56.28 (0.00%) EA Electronic Arts $97.64 (0.00%) XLNX Xilinx $113.62 (0.00%) LVS Las Vegas Sands $58.99 (0.00%) CRM Salesforce $156.67 (0.00%) UNG United States Natural Gas Fund $23.29 (0.00%) BIDU Baidu $169.72 (0.00%) CLF Cleveland-Cliffs $11.83 (0.00%) ACB Aurora Cannabis $7.54 (0.00%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	11 Feb 12 Feb 14 Feb 14 Feb 21 Feb 25 Feb 03 Mar 04 Mar 28 May

CI Cigna $181.09 -4.85 (-2.61%) , UTX United Technologies $122.47 1.72 (1.42%) … 20:02 02/08/19 02/08 20:02 02/08/19 20:02 Hot Stocks	Third Point buys Cigna, sells United Technologies, Alibaba and Netflix in Q4 » Dan Loeb's Third… Dan Loeb's Third Point disclosed in an SEC filing its holdings as of December 31, 2018. Third Point had one new buy in the quarter, it bought 575,000 shares of Cigna (CI). The fund exited 10 positions during the quarter, including by size of previous position, United Technologies (UTX), Alibaba (BABA), Microsoft (MSFT), Netflix (NFLX) and Marathon Petroleum (MPC). Third Point increased its stake in four holdings, Salesforce (CRM), Campbell Soup (CPB), Shire (SHPG) and Iqvia Holdings (IQV). The fund reduced its stake in 12 holdings, including by size of previous position, Baxter (BAX), PayPal (PYPL), DowDuPont (DWDP), American Express (AXP) and Constellation Brands (STZ). Third Point's top holdings as of December 31, 2018, in order of size, were Baxter, Campbell Soup, DowDuPont, PayPal and Danaher (DHR). CI Cigna $181.09 -4.85 (-2.61%) UTX United Technologies $122.47 1.72 (1.42%) BABA Alibaba $167.36 0.39 (0.23%) MSFT Microsoft $105.74 0.44 (0.42%) NFLX Netflix $347.53 2.73 (0.79%) MPC Marathon Petroleum $62.71 -0.95 (-1.49%) CRM Salesforce $156.67 1.78 (1.15%) CPB Campbell Soup $34.27 0.07 (0.20%) SHPG Shire $0.00 (0.00%) IQV Iqvia $128.77 -0.84 (-0.65%) BAX Baxter $71.44 0.33 (0.46%) PYPL PayPal $91.83 0.97 (1.07%) DWDP DowDuPont $51.70 -0.48 (-0.92%) AXP American Express $104.50 0.13 (0.12%) STZ Constellation Brands $175.19 1.17 (0.67%) DHR Danaher $109.35 0.77 (0.71%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	10 Feb 12 Feb 14 Feb 18 Feb 19 Feb 25 Feb 25 Feb 27 Feb 27 Feb 03 Mar 03 Mar 04 Mar 06 Mar 07 Mar 13 Mar 18 Mar 24 Apr 18 May 28 May
SERV ServiceMaster , CRM Salesforce $159.00 1.33 (0.84%) 08:48 02/06/19 02/06 08:48 02/06/19 08:48 Recommendations	ServiceMaster, Salesforce analyst commentary at Morgan Stanley » ServiceMaster guidance… ServiceMaster guidance likely to surprise to the downside, says Morgan Stanley. Morgan Stanley analyst Toni Kaplan said she expects ServiceMaster (SERV) management to guide to adjusted EBITDA that is materially below current consensus estimates when the company reports Q4 earnings later this month. She believes consensus has not built in higher costs from dis-synergies and a $9M investment related to its new partnership with Salesforce.com (CRM). She also expects investors to focus on Terminix organic sales growth guidance, which she predicts will be guided at roughly 2%. In a case where the company issues below-consensus FY19 adjusted EBITDA guidance with 2% or less organic revenue growth for Terminix, which she views as the most likely scenario, Kaplan sees the stock declining 7%. If the EBITDA guidance misses but Terminix organic revenue growth is guided to be 2.5% or better at the midpoint, Kaplan expects the stock to be flat. In a scenario where FY19 EBITDA guidance is in-line and Terminix organic growth guidance is 2.5% or better, Kaplan sees the stock increasing 5%. She keeps an Equal Weight rating on ServiceMaster with a $36 price target. SERV ServiceMaster CRM Salesforce $159.00 1.33 (0.84%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	25 Feb 03 Mar 07 Mar 08 Mar
DATA Tableau $132.88 0.76 (0.58%) , ADBE Adobe $254.91 0.31 (0.12%) … 08:41 02/06/19 02/06 08:41 02/06/19 08:41 Recommendations	Tableau, Adobe, Salesforce analyst commentary at BMO Capital » Tableau price target… Tableau price target raised to $145 from $125 at BMO Capital. BMO Capital analyst Keith Bachman raised his price target on Tableau (DATA) to $145 after its 2019 annual recurring revenue growth outlook of mid-30%. The analyst notes that while the management affirmed its FY19 revenue view, the ARR outlook should support investor interest. Bachman is also keeping his Market Perform rating on Tableau, stating that Adobe (ADBE) and salesforce (CRM) are his preferred companies in the space given their growth profiles. DATA Tableau $132.88 0.76 (0.58%) ADBE Adobe $254.91 0.31 (0.12%) CRM Salesforce $159.00 1.33 (0.84%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	25 Feb 03 Mar

Over a month ago
CL Colgate-Palmolive $61.99 (0.00%) , AXP American Express $99.50 (0.00%) … 09:40 01/18/19 01/18 09:40 01/18/19 09:40 Options	Unusually active option classes on open January 18th » Unusual total active… Unusual total active option classes on open include: Colgate Palmolive (CL), American Express (AXP), Cronos Group (CRON), Netflix (NFLX), Tesla (TSLA), Schlumberger (SLB), Bausch Health (BHC), Salesforce (CRM), iShares Silver Trust (SLV), and CVS Health (CVS). CL Colgate-Palmolive $61.99 (0.00%) AXP American Express $99.50 (0.00%) CRON Cronos Group $13.64 (0.00%) NFLX Netflix $353.22 (0.00%) TSLA Tesla $347.44 (0.00%) SLB Schlumberger $41.37 (0.00%) BHC Bausch Health $23.03 (0.00%) CRM Salesforce $149.79 (0.00%) SLV iShares Silver Trust $14.57 (0.00%) CVS CVS Health $63.36 (0.00%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	18 Jan 18 Jan 22 Jan 23 Jan 24 Jan 24 Jan 25 Jan 10 Feb 15 Feb 18 Feb 20 Feb 25 Feb 25 Feb 03 Mar 28 May
CRM Salesforce $149.79 1.27 (0.86%) 05:47 01/18/19 01/18 05:47 01/18/19 05:47 Hot Stocks	Salesforce announces Salesforce Tower Dublin, to add 1,500 new jobs in Ireland » Salesforce announced… Salesforce announced Salesforce Tower Dublin, significantly expanding the company's regional headquarters in Ireland. As part of the expansion, Salesforce plans to add 1,500 new local jobs over the next five years. Salesforce.org, the philanthropic arm of Salesforce, also announced a $1 million grant to Educate Together, supporting the opening and running of schools in Ireland. Today's announcements were made with the Irish Prime Minister, An Taoiseach Leo Varadkar TD at an event in the Convention Centre Dublin where nearly 1,000 Salesforce employees were present to hear details of the new plans. Salesforce Tower Dublin will be an urban campus of four interconnected buildings located on North Wall Quay within Dublin's vibrant Silicon Docks, overlooking the River Liffey. Salesforce employees are due to start moving into the 430,000 Sq ft campus in mid-2021. Salesforce Tower Dublin is being developed by Ronan Group Real Estate and Colony Capital. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	22 Jan 23 Jan 25 Feb 03 Mar

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