CRM icon

Salesforce
CRM

Overview Fund Activity

777 hedge funds and large institutions have $41.6B invested in Salesforce in 2016 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 317 increasing their positions, 286 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
20.76%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.59%
New
88
Increased
317
Reduced
286
Closed
91
Calls
$711M
Puts
$600M
Net Calls
+$111M
Net Calls Change
-$160M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$250M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$215M
3
JHIU
Janus Henderson Investors US
Colorado
+$141M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$139M
5
State Street
State Street
Massachusetts
+$131M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$640M
2
Capital World Investors
Capital World Investors
California
-$159M
3
Millennium Management
Millennium Management
New York
-$150M
4
Sands Capital Management
Sands Capital Management
Virginia
-$125M
5
HCMT
Highland Capital Management (Texas)
Texas
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
451
SVB Wealth
Massachusetts
$1.05M -$80.4K -1,126 -7%
SLG
452
Stanley-Laman Group
Pennsylvania
$1.04M +$142K +1,992 +16%
V
453
Veritable
Delaware
$1.04M -$53.4K -748 -5%
MYAM
454
Meiji Yasuda Asset Management
Japan
$1.04M +$151K +2,120 +17%
WIC
455
Woodmont Investment Counsel
Tennessee
$1.03M +$1.03M +59,923 New
MIS
456
Morningstar Investment Services
Illinois
$997K -$78.9K -1,105 -7%
EOJOAM
457
E. Ohman J:or Asset Management
Sweden
$963K +$92.7K +1,300 +11%
NIMI
458
Natixis Investment Managers International
France
$959K +$332K +4,647 +53%
GLRA
459
Gerald L. Ray & Associates
Texas
$958K +$578K +8,110 +152%
LTFS
460
Ladenburg Thalmann Financial Services
Florida
$930K +$93.4K +1,318 +11%
B
461
Barings
North Carolina
$925K -$385K -5,400 -29%
IIM
462
Intact Investment Management
Quebec, Canada
$884K +$157K +2,200 +22%
JWS
463
Juncture Wealth Strategies
Arizona
$872K +$81.2K +1,139 +10%
EAM
464
EverPoint Asset Management
Connecticut
$856K -$8.77M -123,000 -91%
EDRAML
465
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$856K -$71.3K -1,000 -8%
AF
466
Ally Financial
Michigan
$856K +$856K +12,000 New
SCM
467
Shelton Capital Management
Colorado
$853K +$128K +1,800 +18%
SF
468
Synovus Financial
Georgia
$851K +$490K +6,861 +136%
TSWM
469
Triangle Securities Wealth Management
North Carolina
$843K +$843K +11,825 New
RIA
470
RPG Investment Advisory
California
$833K -$63.9K -897 -7%
TH
471
TCTC Holdings
Texas
$832K – – –
FP
472
FDO Partners
Massachusetts
$831K +$831K +11,657 New
BSPF
473
British Steel Pension Fund
United Kingdom
$830K – – –
WS
474
Wedbush Securities
California
$815K +$141K +1,972 +21%
CG
475
Clinton Group
New York
$812K +$812K +11,378 New
17 18
19
20 21