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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 %
RBC
501
Ronald Blue & Co
Georgia
$345K +$13.5K +195 +4%
JRP
502
Jasper Ridge Partners
California
$342K – – –
RCAG
503
Rehmann Capital Advisory Group
Michigan
$341K -$9.3K -134 -3%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K – – –
CONA
505
Capital One National Association
New York
$338K +$338K +4,872 New
JIP
506
Jaffetilchin Investment Partners
Florida
$337K -$131K -1,885 -28%
FPC
507
Falcon Point Capital
California
$335K – – –
RJT
508
Raymond James Trust
Florida
$334K +$111K +1,602 +50%
MFS
509
MSI Financial Services
Massachusetts
$334K +$155K +2,236 +87%
BCI
510
Brinker Capital Investments
Pennsylvania
$328K +$328K +4,720 New
ACM
511
Alta Capital Management
Utah
$325K +$762 +11 +0.2%
Fisher Asset Management
512
Fisher Asset Management
Washington
$320K +$320K +4,606 New
NG
513
NatWest Group
United Kingdom
$317K +$317K +4,563 New
CGT
514
Capital Guardian Trust
California
$312K – – –
SCM
515
Shelton Capital Management
Colorado
$310K – – –
IB
516
Intrust Bank
Kansas
$306K +$306K +4,406 New
QI
517
Quotient Investors
New York
$300K +$300K +4,317 New
WB
518
WesBanco Bank
West Virginia
$293K – – –
EDRH
519
Edmond de Rothschild Holding
Switzerland
$288K -$47.4K -683 -14%
PAIA
520
Park Avenue Institutional Advisers
New York
$286K +$3.19K +46 +1%
Luther King Capital Management (LKCM)
521
Luther King Capital Management (LKCM)
Texas
$286K +$77.1K +1,110 +37%
ACM
522
Azimuth Capital Management
Michigan
$285K +$6.95K +100 +3%
FIB
523
First Interstate Bank
Montana
$285K +$285K +4,110 New
NAM
524
NTV Asset Management
West Virginia
$284K – – –
FIG
525
Fortress Investment Group
New York
$282K +$282K +4,071 New
19 20
21
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