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Salesforce
CRM

Overview Fund Activity

856 hedge funds and large institutions have $54B invested in Salesforce in 2017 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 372 increasing their positions, 275 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
21.37%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1%
New
88
Increased
372
Reduced
275
Closed
70
Calls
$857M
Puts
$841M
Net Calls
+$15.4M
Net Calls Change
-$450M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$996M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
3
Jennison Associates
Jennison Associates
New York
+$237M
4
LPC
Lone Pine Capital
Connecticut
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$196M

Top Sellers

1
TP
Third Point
New York
-$247M
2
Capital World Investors
Capital World Investors
California
-$233M
3
DCM
Discovery Capital Management
Connecticut
-$149M
4
Sands Capital Management
Sands Capital Management
Virginia
-$110M
5
CM
Corvex Management
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
526
Partner Investment Management
California
$859K +$859K +9,919 New
KCM
527
Karp Capital Management
California
$858K +$51.9K +600 +6%
GG
528
Gofen & Glossberg
Illinois
$858K +$68.5K +791 +9%
TH
529
Timber Hill
Connecticut
$856K -$1.38M -15,881 -62%
BO
530
Bank OZK
Arkansas
$853K +$31.2K +360 +4%
OLA
531
Oliver Luxxe Assets
New Jersey
$839K +$31.3K +361 +4%
GT
532
Glenmede Trust
Pennsylvania
$837K – – –
BFM
533
Boothbay Fund Management
New York
$814K +$476K +5,500 +141%
CG
534
Caprock Group
Idaho
$798K +$68.3K +789 +9%
CAN
535
Cetera Advisor Networks
California
$797K +$190K +2,200 +31%
WC
536
Wexford Capital
Florida
$797K +$797K +9,200 New
TIA
537
Tiemann Investment Advisors
California
$792K – – –
MNBTD
538
Moody National Bank Trust Division
Texas
$791K – – –
BCM
539
Bayesian Capital Management
New York
$782K +$782K +9,035 New
AAP
540
Ardsley Advisory Partners
Connecticut
$779K +$779K +9,000 New
IB
541
Intrust Bank
Kansas
$773K +$5.37K +62 +0.7%
SBA
542
Seven Bridges Advisors
New York
$769K +$165K +1,910 +27%
LFAS
543
Level Four Advisory Services
Texas
$764K -$561K -6,579 -42%
ANRIA
544
American National Registered Investment Advisor
Texas
$764K – – –
YWP
545
YorkBridge Wealth Partners
New York
$759K – – –
Edgewood Management
546
Edgewood Management
Connecticut
$740K – – –
RIM
547
Rampart Investment Management
Connecticut
$736K +$583K +6,734 +382%
AP
548
Advisor Partners
California
$732K +$26K +300 +4%
FC
549
FIC Capital
New York
$713K +$6.93K +80 +1%
CIM
550
CIM Investment Management
Pennsylvania
$707K -$9.96K -115 -1%
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