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Salesforce
CRM

Overview Fund Activity

527 hedge funds and large institutions have $35.7B invested in Salesforce in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 198 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+22
Holders Change %
+4.36%
% of All Funds
15.31%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.55%
New
76
Increased
196
Reduced
198
Closed
46
Calls
$682M
Puts
$595M
Net Calls
+$87M
Net Calls Change
+$104M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$332M
2
Ameriprise
2
Ameriprise
Minnesota
$799M
3
MCM
3
Marsico Capital Management
Colorado
$150M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$84.1M
5
Invesco
5
Invesco
Georgia
$344M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.79B
2
Sands Capital Management
2
Sands Capital Management
Virginia
$2.15B
3
Jennison Associates
3
Jennison Associates
New York
$1.15B
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$862M
5
O
5
OppenheimerFunds
New York
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
326
Shepherd Kaplan Krochuk
Massachusetts
$1.05M +$1.05M +19,000 New
MCM
327
Mazama Capital Management
Oregon
$1.03M +$331K +6,003 +48%
Truist Financial
328
Truist Financial
North Carolina
$1.02M -$66.7K -1,210 -6%
DP
329
Dearborn Partners
Illinois
$1M +$62.1K +1,125 +7%
MERSOM
330
Municipal Employees' Retirement System of Michigan
Michigan
$993K – – –
CL
331
CPWM LLC
Washington
$963K -$224K -4,053 -19%
OTPPB
332
Ontario Teachers' Pension Plan Board
Ontario, Canada
$947K -$4.91M -88,911 -84%
VKH
333
Virtu KCG Holdings
New York
$915K -$232K -4,199 -20%
RBA
334
Richard Bernstein Advisors
New York
$915K – – –
CI
335
Conning Inc
Connecticut
$894K +$160K +2,900 +22%
Daiwa Securities Group
336
Daiwa Securities Group
Japan
$889K -$49.7K -900 -5%
DCMA
337
Daiwa Capital Markets America
New York
$889K +$889K +16,100 New
CIM
338
CIM Investment Management
Pennsylvania
$872K +$61.8K +1,120 +8%
MYLI
339
Meiji Yasuda Life Insurance
Japan
$863K – – –
Creative Planning
340
Creative Planning
Kansas
$852K +$89.8K +1,627 +12%
FIG
341
Fortress Investment Group
New York
$848K -$342K -6,206 -29%
AB
342
Amalgamated Bank
New York
$844K -$6.4K -116 -0.8%
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$835K +$443K +8,031 +113%
EOJOAM
344
E. Ohman J:or Asset Management
Sweden
$794K – – –
ACM
345
Artis Capital Management
California
$793K – – –
WT
346
Wilmington Trust
Delaware
$768K -$237K -4,298 -24%
CWM
347
Calamos Wealth Management
Illinois
$767K -$15.5K -280 -2%
RJFSA
348
Raymond James Financial Services Advisors
Florida
$752K +$752K +13,624 New
MWR
349
McAdams Wright Ragen
Washington
$749K +$411K +7,447 +121%
Twin Tree Management
350
Twin Tree Management
Texas
$741K -$1.2M -21,794 -62%
12 13
14
15 16