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Salesforce
CRM

Overview Fund Activity

505 hedge funds and large institutions have $33.5B invested in Salesforce in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 190 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+39
Holders Change %
+8.37%
% of All Funds
16.38%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.71%
New
88
Increased
190
Reduced
172
Closed
45
Calls
$562M
Puts
$579M
Net Calls
-$17M
Net Calls Change
+$54.7M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$131M
2
Ameriprise
Ameriprise
Minnesota
$664M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$213M
4
Invesco
Invesco
Georgia
$260M
5
Renaissance Technologies
Renaissance Technologies
New York
$70.7M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.64B
2
Morgan Stanley
Morgan Stanley
New York
$361M
3
MC
Maverick Capital
Texas
$0
4
Sands Capital Management
Sands Capital Management
Virginia
$2.34B
5
Calamos Advisors
Calamos Advisors
Illinois
$56.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
451
Howe & Rusling
New York
$55K +$4.81K +92 +10%
MAM
452
Mizuho Asset Management
Japan
$50K – – –
ECM
453
ETrade Capital Management
Virginia
$42K – – –
CTC
454
Central Trust Company
Missouri
$42K +$12.4K +240 +42%
ST
455
Stifel Trust
Missouri
$39K – – –
SFSIG
456
San Francisco Sentry Investment Group
California
$38K -$3.85K -75 -9%
IMS
457
Index Management Solutions
Pennsylvania
$37K +$37K +717 New
WT
458
Whittier Trust
California
$36K – – –
TC
459
TradeLink Capital
Illinois
$36K +$36K +700 New
AFIA
460
America First Investment Advisors
Nebraska
$35K +$35K +680 New
DADC
461
D.A. Davidson & Co
Montana
$32K +$31K +606 +3,030%
MUMSS
462
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$32K +610 New
Manulife (Manufacturers Life Insurance)
463
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.9K -$20K -385,164 -39%
SSB
464
Sandy Spring Bank
Maryland
$25K +$25K +488 New
ACM
465
Aviance Capital Management
Florida
$24K -$73.6K -1,423 -75%
BFEC
466
Benjamin F. Edwards & Company
Missouri
$23K – – –
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$212 +4 +0.9%
JIC
468
Joel Isaacson & Co
New York
$22K +$22K +425 New
PAS
469
Partnervest Advisory Services
California
$21K – – –
FANJ
470
Financial Architects (New Jersey)
New Jersey
$21K +$21K +404 New
RA
471
Rational Advisors
New York
$20K – – –
PC
472
Polar Capital
United Kingdom
$18.3K +$727 +13,999 +4%
AA
473
AlphaMark Advisors
Kentucky
$16K -$10.7K -200 -40%
PSUF
474
People's United Financial
Connecticut
$16K – – –
FAM
475
Formidable Asset Management
Ohio
$16K +$16K +300 New
17 18
19
20 21