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Salesforce
CRM

Overview Fund Activity

777 hedge funds and large institutions have $41.6B invested in Salesforce in 2016 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 317 increasing their positions, 286 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
20.76%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.59%
New
88
Increased
317
Reduced
286
Closed
91
Calls
$711M
Puts
$600M
Net Calls
+$111M
Net Calls Change
-$160M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$250M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$215M
3
JHIU
Janus Henderson Investors US
Colorado
+$141M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$139M
5
State Street
State Street
Massachusetts
+$131M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$640M
2
Capital World Investors
Capital World Investors
California
-$159M
3
Millennium Management
Millennium Management
New York
-$150M
4
Sands Capital Management
Sands Capital Management
Virginia
-$125M
5
HCMT
Highland Capital Management (Texas)
Texas
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
501
Fisher Asset Management
Washington
$684K -$154K -2,157 -18%
QAM
502
Quantres Asset Management
Cayman Islands
$678K -$228K -3,200 -25%
OMCS
503
Old Mutual Customised Solutions
South Africa
$678K – – –
O
504
OppenheimerFunds
New York
$677K +$162K +2,276 +32%
HBT
505
Hills Bank & Trust
Iowa
$673K +$69.6K +975 +12%
Marshall Wace
506
Marshall Wace
United Kingdom
$663K -$5.99M -84,039 -90%
TIA
507
Tiemann Investment Advisors
California
$663K -$7.14K -100 -1%
GG
508
Gofen & Glossberg
Illinois
$656K -$11.6K -163 -2%
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$653K -$26.6K -373 -4%
MNBTD
510
Moody National Bank Trust Division
Texas
$652K +$33.2K +465 +5%
GCA
511
Gideon Capital Advisors
New York
$644K -$354K -4,965 -35%
NCIM
512
New Century Investment Management
Michigan
$643K -$473K -6,627 -42%
QI
513
Quotient Investors
New York
$642K – – –
BRA
514
Blue Rock Advisors
Minnesota
$639K – – –
CM
515
Crestline Management
Texas
$639K +$639K +8,955 New
CIM
516
CIM Investment Management
Pennsylvania
$633K -$44.2K -620 -7%
IB
517
Intrust Bank
Kansas
$633K +$9.34K +131 +1%
ANRIA
518
American National Registered Investment Advisor
Texas
$629K – – –
BRWA
519
B. Riley Wealth Advisors
Florida
$616K +$9.87K +138 +2%
WAM
520
Wealthspire Advisors (Maryland)
Maryland
$596K -$9.06K -127 -1%
PCMM
521
Private Capital Management (Minnesota)
Minnesota
$592K +$207K +2,900 +54%
EGM
522
Engineers Gate Manager
New York
$585K -$6.21M -87,057 -91%
MFIMFI
523
Mesirow Financial Investment Management - Fixed Income
Illinois
$584K +$584K +8,205 New
LOAME
524
Lombard Odier Asset Management (Europe)
United Kingdom
$583K +$26.8K +376 +5%
PI
525
PineBridge Investments
New York
$581K +$96.9K +1,359 +20%
19 20
21
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