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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 %
PAM
351
PartnerRe Asset Management
Connecticut
$737K -$34.3K -621 -4%
ECM
352
Everence Capital Management
Indiana
$684K – – –
WFM
353
Wilmington Funds Management
Delaware
$678K -$77.3K -1,400 -10%
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$666K -$68.9K -1,248 -9%
B
355
Barings
North Carolina
$655K +$381K +6,900 +139%
FA
356
FDx Advisors
Illinois
$653K +$416K +7,529 +176%
JG
357
Jefferies Group
New York
$651K -$2.06M -37,383 -76%
PAM
358
Paradigm Asset Management
New York
$626K +$626K +11,350 New
GIP
359
Granite Investment Partners
California
$618K -$131K -2,376 -18%
SACTSONJ
360
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$607K -$75.3K -1,364 -11%
CC
361
ClearArc Capital
Ohio
$584K +$39.9K +723 +7%
WTIM
362
Wilmington Trust Investment Management
Delaware
$574K -$66.2K -1,200 -10%
RBC
363
Ronald Blue & Co
Georgia
$563K -$25K -453 -4%
CI
364
Constellation Investments
Ohio
$563K +$49.7K +900 +10%
PJSIMP
365
P.J. Schmidt Investment Management (PJS)
Wisconsin
$559K +$286K +5,175 +105%
TH
366
TCTC Holdings
Texas
$547K – – –
HK
367
Horizon Kinetics
New York
$542K +$188K +3,416 +53%
QBFM
368
QS Batterymarch Financial Management
New York
$535K -$9.29K -168 -2%
PG
369
PEAK6 Group
Illinois
$535K +$535K +9,691 New
LPL Financial
370
LPL Financial
California
$503K +$112K +2,026 +29%
ICMC
371
Intrepid Capital Management (Connecticut)
Connecticut
$497K -$867K -15,700 -64%
Toronto Dominion Bank
372
Toronto Dominion Bank
Ontario, Canada
$489K +$489K +8,854 New
FMBTD
373
First Midwest Bank Trust Division
Illinois
$482K -$24.8K -450 -5%
QI
374
QS Investors
New York
$480K +$237K +4,300 +98%
Los Angeles Capital Management
375
Los Angeles Capital Management
California
$473K -$17.7K -320 -4%
13 14
15
16 17