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Salesforce
CRM

Overview Fund Activity

466 hedge funds and large institutions have $25.7B invested in Salesforce in 2013 Q2 according to their latest regulatory filings, with 466 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+466
Holders Change %
–
% of All Funds
15.21%
Holding in Top 10
14
Holding in Top 10 Change
+14
Holding in Top 10 Change %
%
% of All Funds
0.46%
New
466
Increased
–
Reduced
–
Closed
–
Calls
$376M
Puts
$448M
Net Calls
-$71.7M
Net Calls Change
-$71.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
376
Crestwood Advisors Group
Massachusetts
$218K +$218K +5,720 New
GG
377
Gofen & Glossberg
Illinois
$217K +$217K +5,692 New
Fisher Asset Management
378
Fisher Asset Management
Washington
$213K +$213K +5,578 New
LTFS
379
Ladenburg Thalmann Financial Services
Florida
$211K +$211K +5,425 New
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$206K +$206K +5,386 New
AI
381
Atria Investments
North Carolina
$205K +$205K +5,359 New
T
382
TradeWorx
New Jersey
$205K +$205K +5,370 New
G
383
GlobalBridge
Minnesota
$204K +$204K +5,349 New
WA
384
WFG Advisors
Texas
$200K +$200K +5,228 New
ICAS
385
Investors Capital Advisory Services
Massachusetts
$200K +$200K +5,244 New
FIG
386
Fortress Investment Group
New York
$197K +$197K +5,150 New
GIS
387
Guardian Investor Services
New York
$167K +$167K +4,378 New
Envestnet Asset Management
388
Envestnet Asset Management
Illinois
$154K +$154K +4,029 New
OA
389
OFI Advisors
Pennsylvania
$149K +$149K +3,891 New
FLC
390
Francis L. Coolidge
$149K +$149K +3,896 New
EWM
391
Edge Wealth Management
New York
$149K +$149K +3,900 New
Bessemer Group
392
Bessemer Group
New Jersey
$145K +$145K +3,812 New
Fuller & Thaler Asset Management
393
Fuller & Thaler Asset Management
California
$137K +$137K +3,600 New
Robeco Institutional Asset Management
394
Robeco Institutional Asset Management
Netherlands
$126K +$126K +3,288 New
AAM
395
Advisors Asset Management
Colorado
$126K +$126K +3,300 New
SAMC
396
Shinko Asset Management Company
Japan
$107K +$107K +2,800 New
OMCS
397
Old Mutual Customised Solutions
South Africa
$103K +$103K +2,700 New
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$101K +$101K +2,639 New
GT
399
Glenmede Trust
Pennsylvania
$97K +$97K +2,580 New
RNS
400
Robert N. Shapiro
$94K +$94K +2,460 New
14 15
16
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