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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 %
TSWM
501
Triangle Securities Wealth Management
North Carolina
$803K -$6.5K -95 -0.8%
TH
502
TCTC Holdings
Texas
$799K – – –
BSPF
503
British Steel Pension Fund
United Kingdom
$797K – – –
AP
504
AlpInvest Partners
Netherlands
$797K +$797K +11,639 New
NB
505
Nicolet Bankshares
Wisconsin
$765K +$83.8K +1,224 +12%
TW
506
Transform Wealth
Colorado
$763K +$53.8K +785 +8%
1GA
507
1st Global Advisors
Texas
$762K +$305K +4,460 +67%
GIM
508
Grassi Investment Management
California
$759K -$276K -4,025 -27%
SACTSONJ
509
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$753K – – –
SGI
510
Summit Global Investments
Utah
$748K +$748K +10,922 New
MCM
511
Murphy Capital Management
New Jersey
$739K +$65K +950 +10%
MFS
512
MSI Financial Services
Massachusetts
$724K +$253K +3,695 +54%
RIA
513
RPG Investment Advisory
California
$720K -$79.1K -1,157 -10%
RMAM
514
Raab & Moskowitz Asset Management
New Jersey
$719K -$26.7K -390 -4%
RJT
515
Raymond James Trust
Florida
$717K +$15.2K +222 +2%
NCCM
516
Nine Chapters Capital Management
New Jersey
$712K +$712K +10,400 New
Rafferty Asset Management
517
Rafferty Asset Management
New York
$709K +$709K +10,359 New
CONA
518
Capital One National Association
New York
$702K -$4.14M -60,475 -86%
YWP
519
YorkBridge Wealth Partners
New York
$700K +$700K +9,500 New
LIA
520
LS Investment Advisors
Michigan
$699K +$35K +511 +5%
AO
521
Allen Operations
New York
$692K +$692K +10,098 New
KCM
522
Karp Capital Management
California
$687K -$328K -4,785 -32%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$686K +$59K +862 +9%
DAM
524
Deltec Asset Management
New York
$685K -$822K -12,000 -55%
HBT
525
Hills Bank & Trust
Iowa
$674K +$28.1K +410 +4%
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