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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 %
WRM
476
Westport Resources Management
Connecticut
$62K – – –
WTB
477
Washington Trust Bank
Washington
$61K +$61K +1,072 New
W
478
Wealthfront
California
$59K +$59K +996 New
LNB
479
Ledyard National Bank
$57K – – –
ACMI
480
Amida Capital Management II
New York
$57K +$57K +1,000 New
MA
481
MUFG Americas
New York
$56K -$12.1K -212 -18%
MAM
482
Mizuho Asset Management
Japan
$55K – – –
BFEC
483
Benjamin F. Edwards & Company
Missouri
$48K -$22.6K -400 -32%
AA
484
Apriem Advisors
California
$46K – – –
SF
485
Synovus Financial
Georgia
$43K +$37.3K +653 +653%
SSB
486
Sandy Spring Bank
Maryland
$42K +$14.2K +250 +51%
ST
487
Stifel Trust
Missouri
$41K – – –
WA
488
Winfield Associates
Ohio
$40K – – –
AFIA
489
America First Investment Advisors
Nebraska
$39K – – –
BBPWM
490
Blue Bell Private Wealth Management
Pennsylvania
$39K – – –
TCOV
491
Trust Company of Vermont
Vermont
$37K +$7.12K +125 +24%
ACS
492
Archford Capital Strategies
Illinois
$35.7K +$35.7K +626 New
Manulife (Manufacturers Life Insurance)
493
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.9K +$1.03K +18,030 +3%
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$5.39K +95 +22%
IMS
495
Index Management Solutions
Pennsylvania
$26K -$24.5K -423 -49%
PO
496
Private Ocean
California
$26K +$2.51K +44 +11%
CTC
497
Central Trust Company
Missouri
$24K -$21.4K -370 -47%
MCM
498
Manchester Capital Management
Vermont
$24K – – –
JIC
499
Joel Isaacson & Co
New York
$24K – – –
PAS
500
Partnervest Advisory Services
California
$23K – – –
18 19
20
21 22