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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
1
T. Rowe Price Associates
Maryland
$3.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$617M
3
SCP
3
Soroban Capital Partners
New York
$290M
4
Ameriprise
4
Ameriprise
Minnesota
$581M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$1.8B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$498M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$236M
3
Deutsche Bank
3
Deutsche Bank
Germany
$71.3M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$512M
5
MCM
5
Marsico Capital Management
Colorado
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
Murphy Capital Management
New Jersey
$649K +$358K +4,850 +123%
MNBTD
502
Moody National Bank Trust Division
Texas
$640K – – –
HCA
503
Harbour Capital Advisors
Virginia
$637K +$162K +2,200 +34%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$635K -$46.3K -627 -7%
ACM
505
Aviance Capital Management
Florida
$625K -$120K -1,624 -16%
PP
506
Prudential plc
United Kingdom
$623K -$135K -1,829 -18%
HBT
507
Hills Bank & Trust
Iowa
$612K +$612K +8,285 New
SSB
508
Sandy Spring Bank
Maryland
$596K +$555K +7,515 +1,356%
PIM
509
Parker Investment Management
California
$594K +$594K +8,040 New
WS
510
Wedbush Securities
California
$583K +$104K +1,412 +22%
WAM
511
Wealthspire Advisors (Maryland)
Maryland
$582K -$15.2K -206 -3%
HLA
512
Hamilton Lane Advisors
Pennsylvania
$574K +$574K +7,771 New
O
513
OppenheimerFunds
New York
$573K +$153K +2,065 +36%
MFS
514
MSI Financial Services
Massachusetts
$567K +$66.3K +899 +13%
W
515
Wealthfront
California
$560K -$207K -2,810 -27%
SFI
516
SPC Financial Inc
Maryland
$557K -$18.5K -250 -3%
MFS
517
Monetta Financial Services
Illinois
$554K – – –
CCMW
518
Cypress Capital Management (Wyoming)
Wyoming
$546K -$51.7K -700 -9%
MYAM
519
Meiji Yasuda Asset Management
Japan
$546K +$35.1K +475 +7%
PAG
520
Private Advisor Group
New Jersey
$544K -$1.73M -23,681 -76%
ABFS
521
Appropriate Balance Financial Services
Washington
$540K -$40.5K -548 -7%
IIM
522
Intact Investment Management
Quebec, Canada
$539K +$539K +7,300 New
IC
523
Intersect Capital
California
$533K +$110K +1,495 +26%
CG
524
Caprock Group
Idaho
$524K +$106K +1,441 +26%
BP
525
Ballentine Partners
Massachusetts
$522K +$282K +3,824 +118%
19 20
21
22 23