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Salesforce
CRM

Overview Fund Activity

534 hedge funds and large institutions have $36.2B invested in Salesforce in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
15.43%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.52%
New
63
Increased
216
Reduced
193
Closed
50
Calls
$597M
Puts
$526M
Net Calls
+$70.6M
Net Calls Change
-$16.4M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.67B
2
JHIU
2
Janus Henderson Investors US
Colorado
$291M
3
MCM
3
Marsico Capital Management
Colorado
$344M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.22B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$464M

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$1.56B
2
Capital World Investors
2
Capital World Investors
California
$1.4B
3
Goldman Sachs
3
Goldman Sachs
New York
$165M
4
IIS
4
Ignis Investment Services
United Kingdom
$266M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
376
Constellation Investments
Ohio
$599K +$17.1K +300 +3%
PCM
377
Prelude Capital Management
New York
$599K +$114K +2,000 +24%
PSC
378
Piper Sandler & Co
Minnesota
$571K +$571K +10,000 New
TH
379
TCTC Holdings
Texas
$566K – – –
LIA
380
LS Investment Advisors
Michigan
$566K +$218K +3,812 +62%
MFS
381
MSI Financial Services
Massachusetts
$548K +$335K +5,869 +157%
GIP
382
Granite Investment Partners
California
$547K -$92K -1,613 -14%
MCM
383
MAI Capital Management
Ohio
$539K +$54.6K +956 +11%
BCM
384
Barometer Capital Management
Ontario, Canada
$536K +$536K +9,400 New
MFS
385
Monetta Financial Services
Illinois
$514K +$514K +9,000 New
Toronto Dominion Bank
386
Toronto Dominion Bank
Ontario, Canada
$512K +$6.11K +107 +1%
TIA
387
Tiemann Investment Advisors
California
$510K +$510K +8,936 New
FMBTD
388
First Midwest Bank Trust Division
Illinois
$508K +$9.14K +160 +2%
Los Angeles Capital Management
389
Los Angeles Capital Management
California
$506K +$16.6K +290 +3%
RCM
390
Reynolds Capital Management
Nevada
$502K +$108K +1,900 +28%
QI
391
QS Investors
New York
$496K – – –
JFGIW
392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$479K -$210K -3,681 -30%
HHC
393
Hutchin Hill Capital
New York
$468K +$468K +8,200 New
SCM
394
Stux Capital Management
New York
$457K +$457K +8,000 New
BAS
395
Brown Advisory Securities
Maryland
$449K +$48.3K +848 +12%
GG
396
Gofen & Glossberg
Illinois
$438K -$6.24K -100 -1%
IHL
397
Investment House LLC
California
$438K – – –
MCM
398
Mazama Capital Management
Oregon
$435K -$627K -10,987 -59%
FMT
399
First Mercantile Trust
Tennessee
$424K -$39.3K -688 -8%
LTFS
400
Ladenburg Thalmann Financial Services
Florida
$415K +$10.5K +185 +3%
14 15
16
17 18