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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 %
WTC
501
WhitTier Trust Company
Nevada
$9K – – –
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
AC
503
Alexandria Capital
Virginia
$8K +$1.33K +25 +20%
LWA
504
Lenox Wealth Advisors
New York
$7K – – –
TWA
505
TCI Wealth Advisors
Arizona
$7K – – –
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$6.84K +$6.84K +124 New
Group One Trading
507
Group One Trading
Illinois
$6K +$6K +100 New
VIA
508
Vantage Investment Advisors
Pennsylvania
$6K +$6K +100 New
GLA
509
Great Lakes Advisors
Illinois
$6K +$6K +109 New
CCM
510
Chilton Capital Management
Texas
$5.96K – – –
UB
511
UMB Bank
Missouri
$5.65K +$130 +2,356 +2%
M
512
MOTCO
Texas
$5K – – –
PSI
513
Pinnacle Summer Investments
Virginia
$5K – – –
MFBTD
514
MB Financial Bank - Trust Department
Illinois
$5K +$5K +92 New
SF
515
Synovus Financial
Georgia
$5K +$5K +100 New
DIA
516
Denver Investment Advisors
Colorado
$4.11K -$399 -7,225 -9%
HDIM
517
Hanson & Doremus Investment Management
Vermont
$4K – – –
CAW
518
Cornerstone Advisors (Washington)
Washington
$4K – – –
EWM
519
Elite Wealth Management
Washington
$4K +$4K +71 New
ATC
520
Adirondack Trust Company
New York
$3K – – –
BAM
521
Barrett Asset Management
New York
$3K – – –
SHWM
522
Smith & Howard Wealth Management
Georgia
$3K – – –
RFA
523
Reilly Financial Advisors
California
$3K +$3K +58 New
PMFA
524
Plante Moran Financial Advisors
Michigan
$2K -$6.35K -108 -76%
PI
525
PineBridge Investments
New York
$2K -$91 -2 -4%
19 20
21
22 23