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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 %
AAM
451
Advisors Asset Management
Colorado
$177K – – –
OMCS
452
Old Mutual Customised Solutions
South Africa
$154K – – –
SAMC
453
Shinko Asset Management Company
Japan
$137K -$11.8K -206 -8%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$137K -$6.88K -121 -5%
MWP
455
MYCIO Wealth Partners
Pennsylvania
$125K +$125K +2,185 New
TDC
456
Thompson Davis & Co
Virginia
$123K +$30K +525 +32%
BRWA
457
B. Riley Wealth Advisors
Florida
$111K +$111K +1,946 New
Fuller & Thaler Asset Management
458
Fuller & Thaler Asset Management
California
$108K -$114K -2,000 -51%
FNBT
459
FineMark National Bank & Trust
Florida
$107K -$34.6K -608 -24%
OIA
460
Optimum Investment Advisors
Illinois
$103K – – –
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K -$83.7K -1,465 -46%
PC
462
Pier Capital
Connecticut
$98K +$48.7K +849 +99%
BPBT
463
Boston Private Bank & Trust
Massachusetts
$94K +$14.2K +250 +18%
M&T Bank
464
M&T Bank
New York
$92K +$17.2K +301 +23%
Bessemer Group
465
Bessemer Group
New Jersey
$84K – – –
PSUF
466
People's United Financial
Connecticut
$84K – – –
DADC
467
D.A. Davidson & Co
Montana
$81K +$4.9K +88 +6%
LOCC
468
Lombard Odier & Cie (Canada)
Quebec, Canada
$77K +$31.4K +550 +69%
Parallax Volatility Advisers
469
Parallax Volatility Advisers
California
$75K -$248K -4,347 -77%
AW
470
Alpha Windward
Massachusetts
$75K – – –
FFC
471
First Financial Corp
Indiana
$72K -$11.4K -200 -14%
GT
472
Glenmede Trust
Pennsylvania
$68K -$24.8K -445 -27%
NIM
473
NuWave Investment Management
New Jersey
$67K +$56.6K +999 +543%
WEC
474
Winslow Evans & Crocker
Massachusetts
$66K +$17.4K +305 +36%
AR
475
Advisory Research
Illinois
$64K +$64K +1,119 New
17 18
19
20 21