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Salesforce
CRM

Overview Fund Activity

762 hedge funds and large institutions have $43B invested in Salesforce in 2016 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.34%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
87
Increased
312
Reduced
294
Closed
82
Calls
$612M
Puts
$337M
Net Calls
+$275M
Net Calls Change
-$367M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$617M
3
SCP
3
Soroban Capital Partners
New York
$290M
4
Ameriprise
4
Ameriprise
Minnesota
$581M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$1.8B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$498M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$236M
3
Deutsche Bank
3
Deutsche Bank
Germany
$71.3M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$512M
5
MCM
5
Marsico Capital Management
Colorado
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
451
Everence Capital Management
Indiana
$1.12M – – –
AT
452
Arden Trust
Delaware
$1.11M -$514K -6,956 -32%
CI
453
Conning Inc
Connecticut
$1.1M +$62K +840 +6%
PCM
454
Prelude Capital Management
New York
$1.07M +$1.07M +14,502 New
FIM
455
FourPoints Investment Managers
France
$1.06M -$216K -2,921 -17%
CI
456
Constellation Investments
Ohio
$1.05M +$36.9K +500 +4%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$526K +7,067 +103%
MSV
458
MN Services Vermogensbeheer
Netherlands
$1.02M +$1.02M +15,764 New
JWS
459
Juncture Wealth Strategies
Arizona
$1.01M -$57.2K -775 -5%
V
460
Veritable
Delaware
$1M -$50.4K -682 -5%
Janney Montgomery Scott
461
Janney Montgomery Scott
Pennsylvania
$992K -$293K -3,970 -23%
ACM
462
Argentus Capital Management
Texas
$991K -$74.7K -1,007 -7%
FB
463
Fulton Bank
Pennsylvania
$939K +$939K +12,725 New
William Blair Investment Management
464
William Blair Investment Management
Illinois
$933K +$933K +12,639 New
SRCM
465
Sterling Ridge Capital Management
New York
$929K -$2.53M -34,227 -73%
SM
466
Southport Management
Wyoming
$923K -$738K -10,000 -44%
SAM
467
Symphony Asset Management
California
$917K +$193K +2,617 +27%
CCT
468
Country Club Trust
Missouri
$901K – – –
CLOS
469
Compagnie Lombard Odier SCmA
Switzerland
$901K +$120K +1,619 +15%
EOJOAM
470
E. Ohman J:or Asset Management
Sweden
$901K – – –
IB
471
Intrust Bank
Kansas
$882K +$313K +4,243 +55%
Bank of Nova Scotia
472
Bank of Nova Scotia
Ontario, Canada
$877K +$16.2K +220 +2%
TH
473
TCTC Holdings
Texas
$861K – – –
LIA
474
LS Investment Advisors
Michigan
$831K +$30.2K +409 +4%
SSP
475
Sapphire Star Partners
Washington
$830K +$415K +5,300 +100%
17 18
19
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