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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 %
QT
451
Quantbot Technologies
New York
$85K -$590K -10,743 -87%
PSUF
452
People's United Financial
Connecticut
$82K +$65.4K +1,180 +393%
HF
453
Hoxton Financial
West Virginia
$82K +$82K +1,490 New
Bessemer Group
454
Bessemer Group
New Jersey
$81K -$6.6K -120 -8%
FFC
455
First Financial Corp
Indiana
$80K – – –
DSI
456
Daiwa SB Investments
Japan
$79K – – –
BPBT
457
Boston Private Bank & Trust
Massachusetts
$77K +$77K +1,402 New
DADC
458
D.A. Davidson & Co
Montana
$74K +$40.1K +742 +119%
AW
459
Alpha Windward
Massachusetts
$73K +$73K +1,320 New
M&T Bank
460
M&T Bank
New York
$72K – – –
BFEC
461
Benjamin F. Edwards & Company
Missouri
$69K +$44.2K +800 +179%
MA
462
MUFG Americas
New York
$66K – – –
WRM
463
Westport Resources Management
Connecticut
$60K – – –
LNB
464
Ledyard National Bank
$55K +$55K +997 New
FNYS
465
First New York Securities
New York
$55K +$55K +1,000 New
MAM
466
Mizuho Asset Management
Japan
$53K – – –
IMS
467
Index Management Solutions
Pennsylvania
$48K +$8.49K +154 +21%
PC
468
Pier Capital
Connecticut
$47K -$62K -1,134 -57%
WEC
469
Winslow Evans & Crocker
Massachusetts
$47K +$47K +851 New
CTC
470
Central Trust Company
Missouri
$44K -$1.4K -25 -3%
AA
471
Apriem Advisors
California
$44K +$44K +800 New
LOCC
472
Lombard Odier & Cie (Canada)
Quebec, Canada
$44K +$44K +800 New
ST
473
Stifel Trust
Missouri
$40K -$2.09K -37 -5%
WA
474
Winfield Associates
Ohio
$39K +$39K +700 New
AFIA
475
America First Investment Advisors
Nebraska
$38K – – –
17 18
19
20 21