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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 %
NG
401
NatWest Group
United Kingdom
$414K -$2.52M -44,122 -86%
Cambridge Investment Research Advisors
402
Cambridge Investment Research Advisors
Iowa
$408K +$22.1K +387 +6%
WT
403
Wellcome Trust
United Kingdom
$394K +$394K +6,912 New
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$378K -$1.26K -22 -0.3%
FAAS
405
First Allied Advisory Services
California
$378K +$8.68K +153 +2%
SBH
406
Segall Bryant & Hamill
Illinois
$368K – – –
G
407
GlobalBridge
Minnesota
$351K +$7.36K +129 +2%
MYAM
408
Meiji Yasuda Asset Management
Japan
$343K -$17.1K -300 -5%
TCM
409
Texan Capital Management
Texas
$343K – – –
YMRC
410
Yorktown Management & Research Company
Virginia
$343K – – –
BA
411
Birinyi Associates
Connecticut
$339K -$4.91K -86 -1%
Twin Tree Management
412
Twin Tree Management
Texas
$319K -$449K -7,853 -58%
QC
413
QCM Cayman
Texas
$315K +$315K +5,520 New
AI
414
Atria Investments
North Carolina
$313K +$21.4K +375 +7%
FTI
415
Fiduciary Trust International
Massachusetts
$313K +$313K +5,486 New
SI
416
SII Investments
Wisconsin
$312K +$312K +6,660 New
HHGA
417
Halbert Hargrove Global Advisors
California
$311K -$13.4K -234 -4%
Envestnet Asset Management
418
Envestnet Asset Management
Illinois
$311K +$70.8K +1,241 +29%
CAG
419
Crestwood Advisors Group
Massachusetts
$308K – – –
Janney Montgomery Scott
420
Janney Montgomery Scott
Pennsylvania
$306K +$90.1K +1,579 +42%
WS
421
Wedbush Securities
California
$303K +$303K +5,309 New
CIM
422
Calvert Investment Management
Maryland
$302K +$571 +10 +0.2%
LMIM
423
Lockheed Martin Investment Management
Maryland
$297K -$12.7M -221,800 -98%
HAI
424
Hennessy Advisors Inc
California
$297K +$24.8K +435 +9%
ICAS
425
Investors Capital Advisory Services
Massachusetts
$293K – – –
15 16
17
18 19