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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 %
RHBC
426
R.H. Bluestein & Co
Michigan
$285K – – –
ACM
427
Artis Capital Management
California
$282K -$538K -9,429 -66%
WA
428
WFG Advisors
Texas
$259K – – –
HCM
429
Hollencrest Capital Management
California
$250K – – –
WB
430
WesBanco Bank
West Virginia
$247K – – –
GIS
431
Guardian Investor Services
New York
$244K -$6.62K -116 -3%
PCM
432
Parsons Capital Management
Rhode Island
$244K +$244K +4,255 New
DY
433
Dowling & Yahnke
California
$242K +$25.8K +452 +12%
Robeco Institutional Asset Management
434
Robeco Institutional Asset Management
Netherlands
$237K +$48.9K +855 +26%
SC
435
Scotia Capital
Ontario, Canada
$234K +$234K +4,100 New
Edgewood Management
436
Edgewood Management
Connecticut
$231K +$231K +4,043 New
AP
437
Advisor Partners
California
$229K +$229K +4,014 New
ACM
438
Azimuth Capital Management
Michigan
$228K -$8.55K -150 -4%
IC
439
IKOS CIF
Cyprus
$227K +$72.4K +1,564 +47%
FIM
440
Freedom Investment Management
Connecticut
$224K -$6.5K -114 -3%
RNS
441
Robert N. Shapiro
$222K – – –
FAM
442
Formidable Asset Management
Ohio
$219K – – –
SHA
443
Smith Hayes Advisers
Nebraska
$219K +$11.1K +195 +5%
HNB
444
Huntington National Bank
Ohio
$217K +$93.7K +1,642 +76%
SCM
445
Shelton Capital Management
Colorado
$215K – – –
OA
446
OFI Advisors
Pennsylvania
$210K -$4.57K -80 -2%
CA
447
Capital Advantage
California
$206K +$206K +3,600 New
PAG
448
Private Advisor Group
New Jersey
$205K +$205K +3,588 New
EWM
449
Edge Wealth Management
New York
$194K – – –
GLI
450
Guardian Life Insurance
New York
$178K +$1.65K +29 +0.9%
16 17
18
19 20