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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 %
CCA
526
Checchi Capital Advisers
California
$275K +$18.6K +268 +7%
MCM
527
Murphy Capital Management
New Jersey
$274K +$3.47K +50 +1%
PAM
528
Princeton Alpha Management
New Jersey
$270K -$3.55M -51,115 -93%
AAM
529
Azzad Asset Management
Virginia
$270K +$13.5K +195 +5%
PJSIMP
530
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K +$20.8K +300 +9%
DADC
531
D.A. Davidson & Co
Montana
$263K +$84.6K +1,235 +47%
FMBTD
532
First Midwest Bank Trust Division
Illinois
$260K -$47.3K -680 -15%
SRAM
533
Stone Ridge Asset Management
New York
$257K – – –
CAN
534
Cetera Advisor Networks
California
$257K +$37.9K +543 +17%
RCM
535
Reynolds Capital Management
Nevada
$257K +$257K +3,700 New
BJL
536
Brighton Jones LLC
Washington
$254K +$254K +3,656 New
CNB
537
City National Bank
California
$254K +$254K +3,658 New
GLI
538
Guardian Life Insurance
New York
$252K +$66.4K +956 +36%
FTIOP
539
Fiduciary Trust International of Pennsylvania
Pennsylvania
$251K +$251K +3,620 New
IC
540
IKOS CIF
Cyprus
$250K +$44.9K +780 +22%
EFS
541
Essex Financial Services
Connecticut
$247K +$247K +3,555 New
ANB
542
Amarillo National Bank
Texas
$247K +$247K +3,555 New
CB
543
Commerce Bank
Missouri
$239K +$833 +12 +0.3%
HCA
544
Harbour Capital Advisors
Virginia
$235K +$235K +3,380 New
EWM
545
Edge Wealth Management
New York
$232K – – –
SIM
546
SSI Investment Management
California
$229K – – –
BP
547
Ballentine Partners
Massachusetts
$223K +$3.61K +52 +2%
NRS
548
Neville Rodie & Shaw
New York
$222K +$222K +3,200 New
PGFC
549
Peapack-Gladstone Financial Corp
New Jersey
$213K – – –
WSFS
550
Wilmington Savings Fund Society
Delaware
$213K – – –
20 21
22
23 24