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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$498M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$236M
3
Deutsche Bank
Deutsche Bank
Germany
$71.3M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$512M
5
MCM
Marsico Capital Management
Colorado
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
476
Luther King Capital Management (LKCM)
Texas
$824K +$520K +7,044 +171%
SACTSONJ
477
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$812K – – –
MCM
478
MAI Capital Management
Ohio
$793K +$39.4K +533 +5%
MAM
479
Meeder Asset Management
Ohio
$793K +$693K +9,393 +693%
CIBC World Market
480
CIBC World Market
Ontario, Canada
$776K -$2.02M -27,327 -72%
BCM
481
Boltwood Capital Management
California
$753K +$14.8K +200 +2%
ID
482
Integral Derivatives
New York
$749K +$520K +7,044 +228%
SBA
483
Seven Bridges Advisors
New York
$737K +$77K +1,042 +12%
GCA
484
Gideon Capital Advisors
New York
$735K +$735K +9,954 New
Pacer Advisors
485
Pacer Advisors
Pennsylvania
$733K +$41.8K +566 +6%
FFC
486
First Financial Corp
Indiana
$732K +$156K +2,110 +27%
BWM
487
Bernicke Wealth Management
Wisconsin
$716K +$56.3K +763 +9%
MLL
488
Moody Lynn & Lieberson
Massachusetts
$702K -$889K -12,046 -56%
OMCS
489
Old Mutual Customised Solutions
South Africa
$701K – – –
TIA
490
Tiemann Investment Advisors
California
$682K -$6.35K -86 -0.9%
CIM
491
CIM Investment Management
Pennsylvania
$678K -$90.1K -1,221 -12%
GG
492
Gofen & Glossberg
Illinois
$678K -$6.72K -91 -1%
BRWA
493
B. Riley Wealth Advisors
Florida
$674K +$1.55K +21 +0.2%
CAN
494
Cetera Advisor Networks
California
$662K +$372K +5,036 +128%
RJT
495
Raymond James Trust
Florida
$659K +$210K +2,842 +47%
HJMC
496
Hellman Jordan Management Company
Massachusetts
$658K -$9.25M -125,310 -93%
Fisher Asset Management
497
Fisher Asset Management
Washington
$657K -$381K -4,987 -37%
BAAM
498
Baker Avenue Asset Management
California
$653K +$14K +190 +2%
ANRIA
499
American National Registered Investment Advisor
Texas
$651K – – –
BPC
500
Banque Pictet & Cie
Switzerland
$650K +$650K +8,800 New
18 19
20
21 22