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Salesforce
CRM

Overview Fund Activity

663 hedge funds and large institutions have $40.2B invested in Salesforce in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 320 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+21
Holders Change %
+3.27%
% of All Funds
18.53%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.67%
New
83
Increased
320
Reduced
180
Closed
59
Calls
$654M
Puts
$512M
Net Calls
+$142M
Net Calls Change
-$94.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$298M
2
Artisan Partners
Artisan Partners
Wisconsin
+$95.3M
3
MCM
Marsico Capital Management
Colorado
+$86M
4
CCM
Criterion Capital Management
California
+$76.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$68.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$312M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$120M
3
Sands Capital Management
Sands Capital Management
Virginia
-$95.9M
4
Brown Advisory
Brown Advisory
Maryland
-$76.9M
5
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
476
Kessler Investment Group
Indiana
$453K -$2.84K -41 -0.6%
BA
477
Birinyi Associates
Connecticut
$451K +$76.3K +1,100 +20%
FAAS
478
First Allied Advisory Services
California
$435K +$49.2K +714 +13%
AI
479
Atria Investments
North Carolina
$421K +$37.1K +535 +10%
Northwestern Mutual Wealth Management
480
Northwestern Mutual Wealth Management
Wisconsin
$418K -$1.87K -27 -0.4%
NIMI
481
Natixis Investment Managers International
France
$411K – – –
WS
482
Wedbush Securities
California
$399K +$51.6K +743 +15%
GIM
483
Grassi Investment Management
California
$398K -$22.8K -328 -5%
OA
484
OFI Advisors
Pennsylvania
$397K +$23.6K +339 +6%
CG
485
Caprock Group
Idaho
$392K +$69.4K +1,000 +22%
FFC
486
First Financial Corp
Indiana
$392K +$210K +3,020 +115%
PAI
487
Pittenger & Anderson Inc
Nebraska
$392K +$368K +5,289 +1,511%
Edgewood Management
488
Edgewood Management
Connecticut
$389K -$4.3K -62 -1%
MYAM
489
Meiji Yasuda Asset Management
Japan
$382K +$382K +5,508 New
AP
490
Advisor Partners
California
$380K -$47.7K -686 -11%
SBH
491
Segall Bryant & Hamill
Illinois
$378K -$69.5K -1,000 -16%
SIG
492
Schooner Investment Group
Pennsylvania
$365K -$183K -2,500 -33%
GI
493
Gradient Investments
Minnesota
$360K +$360K +5,178 New
BCM
494
BBT Capital Management
Texas
$360K +$360K +5,188 New
DP
495
Dearborn Partners
Illinois
$358K -$152K -2,187 -30%
SCM
496
Southport Capital Management
Tennessee
$354K +$354K +5,100 New
UCFA
497
United Capital Financial Advisors
Texas
$351K +$89.5K +1,289 +34%
RHBC
498
R.H. Bluestein & Co
Michigan
$347K – – –
CA
499
Cornerstone Advisors
North Carolina
$347K +$347K +5,000 New
FIM
500
Freedom Investment Management
Connecticut
$346K -$19.8K -245 -5%
18 19
20
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