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Salesforce
CRM

Overview Fund Activity

812 hedge funds and large institutions have $41.2B invested in Salesforce in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 287 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+35
Holders Change %
+4.5%
% of All Funds
20.33%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.8%
New
153
Increased
298
Reduced
287
Closed
103
Calls
$687M
Puts
$821M
Net Calls
-$134M
Net Calls Change
-$245M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$565M
2
Citadel Advisors
Citadel Advisors
Florida
+$269M
3
CM
Corvex Management
New York
+$236M
4
JP
Jana Partners
New York
+$217M
5
SIM
SRS Investment Management
New York
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
2
Sands Capital Management
Sands Capital Management
Virginia
-$307M
3
Jennison Associates
Jennison Associates
New York
-$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$248M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
476
Compagnie Lombard Odier SCmA
Switzerland
$995K +$714K +10,440 +255%
AAF
477
Andra AP-fonden
Sweden
$993K -$1.02M -14,900 -51%
AF
478
Aldebaran Financial
$991K -$248K -3,625 -20%
UBG
479
United Bank (Georgia)
Georgia
$972K +$972K +14,193 New
RCM
480
RB Capital Management
Nevada
$972K +$972K +14,200 New
SW
481
SVB Wealth
Massachusetts
$971K -$35.2K -514 -3%
TM
482
Thrax Management
New York
$948K +$948K +13,851 New
MYAM
483
Meiji Yasuda Asset Management
Japan
$937K -$57.5K -840 -6%
LTFS
484
Ladenburg Thalmann Financial Services
Florida
$930K +$24.4K +354 +3%
WS
485
Wedbush Securities
California
$909K +$126K +1,847 +16%
EDRH
486
Edmond de Rothschild Holding
Switzerland
$897K -$1M -14,673 -53%
ECM
487
Everence Capital Management
Indiana
$897K -$143K -2,090 -14%
FAAS
488
First Allied Advisory Services
California
$878K +$531K +7,749 +153%
QAM
489
Quantres Asset Management
Cayman Islands
$869K +$219K +3,200 +34%
O
490
OppenheimerFunds
New York
$866K +$216K +3,155 +33%
TMAM
491
Tokio Marine Asset Management
Japan
$861K -$329K -4,803 -28%
TNAM
492
Terra Nova Asset Management
New York
$848K +$118K +1,720 +16%
CWM
493
Concert Wealth Management
California
$840K -$215K -3,115 -20%
JWS
494
Juncture Wealth Strategies
Arizona
$833K -$3.83K -56 -0.5%
Pacer Advisors
495
Pacer Advisors
Pennsylvania
$827K +$66.3K +969 +9%
PAG
496
Private Advisor Group
New Jersey
$827K +$425K +5,625 +106%
AAP
497
Ardsley Advisory Partners
Connecticut
$822K +$822K +12,000 New
LCM
498
Lee Capital Management
New York
$822K +$822K +12,000 New
Fisher Asset Management
499
Fisher Asset Management
Washington
$817K +$160K +2,335 +24%
BCM
500
Boltwood Capital Management
California
$814K +$37.6K +550 +5%
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