CRM icon

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 %
WT
476
Whittier Trust
California
$38K – – –
BBPWM
477
Blue Bell Private Wealth Management
Pennsylvania
$38K +$38K +689 New
SFSIG
478
San Francisco Sentry Investment Group
California
$32K -$8.69K -158 -21%
Manulife (Manufacturers Life Insurance)
479
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9K -$3.01K -54,500 -9%
TCOV
480
Trust Company of Vermont
Vermont
$29K +$29K +525 New
SSB
481
Sandy Spring Bank
Maryland
$27K – – –
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$24K – – –
JIC
483
Joel Isaacson & Co
New York
$23K – – –
MCM
484
Manchester Capital Management
Vermont
$23K +$7.52K +136 +49%
PO
485
Private Ocean
California
$23K +$23K +412 New
ACM
486
Aviance Capital Management
Florida
$22K -$3.39K -62 -13%
ST
487
SpiderRock Trading
Illinois
$22K – – –
PAS
488
Partnervest Advisory Services
California
$22K – – –
RA
489
Rational Advisors
New York
$20K -$1.33K -24 -6%
MUMSS
490
Mitsubishi UFJ Morgan Stanley Securities
Japan
$18K -$15.3K -280 -46%
AA
491
AlphaMark Advisors
Kentucky
$17K – – –
ClearBridge Investments
492
ClearBridge Investments
New York
$17K +$17K +300 New
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$15K +$542 +10 +4%
FHA
494
First Horizon Advisors
Tennessee
$15K +$9.06K +154 +152%
CG
495
Colony Group
Massachusetts
$15K +$15K +268 New
WA
496
WealthTrust-Arizona
Arizona
$12K – – –
RIA
497
Regal Investment Advisors
Michigan
$11K -$57.8K -1,050 -84%
WA
498
Waverly Advisors
Alabama
$11K +$11K +199 New
NIM
499
NuWave Investment Management
New Jersey
$10K -$598 -11 -6%
ST
500
Smithfield Trust
Pennsylvania
$10K +$10K +182 New
18 19
20
21 22