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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 %
TCM
401
Texan Capital Management
Texas
$331K +$331K +6,000 New
MSU
402
Maple Securities USA
New Jersey
$322K +$322K +5,840 New
HHGA
403
Halbert Hargrove Global Advisors
California
$314K -$20.5K -371 -6%
Parallax Volatility Advisers
404
Parallax Volatility Advisers
California
$313K -$474K -8,578 -60%
CAG
405
Crestwood Advisors Group
Massachusetts
$298K -$17.5K -318 -6%
CIM
406
Calvert Investment Management
Maryland
$291K – – –
ICAS
407
Investors Capital Advisory Services
Massachusetts
$283K – – –
AI
408
Atria Investments
North Carolina
$282K +$42.3K +766 +18%
RHBC
409
R.H. Bluestein & Co
Michigan
$276K -$171K -3,100 -38%
CI
410
Cowen Inc
New York
$276K +$276K +5,000 New
JT
411
Jump Trading
Illinois
$274K -$108K -1,961 -28%
FAM
412
Formidable Asset Management
Ohio
$274K +$256K +4,150 +1,383%
HAI
413
Hennessy Advisors Inc
California
$263K +$6.35K +115 +2%
WA
414
WFG Advisors
Texas
$250K -$5.52K -100 -2%
ST
415
Spot Trading
Illinois
$248K +$248K +4,500 New
GIS
416
Guardian Investor Services
New York
$243K +$2.49K +45 +1%
HCM
417
Hollencrest Capital Management
California
$242K +$242K +4,374 New
WB
418
WesBanco Bank
West Virginia
$239K -$43.4K -785 -15%
Envestnet Asset Management
419
Envestnet Asset Management
Illinois
$232K -$30.9K -561 -12%
DS
420
DRW Securities
Illinois
$232K +$232K +4,195 New
ACM
421
Azimuth Capital Management
Michigan
$229K – – –
FIM
422
Freedom Investment Management
Connecticut
$223K -$16.9K -307 -7%
CCC
423
Chelsea Counsel Company
California
$221K +$221K +4,000 New
S
424
SignatureFD
Georgia
$221K +$221K +4,000 New
RNS
425
Robert N. Shapiro
$215K – – –
15 16
17
18 19