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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 %
Acadian Asset Management
551
Acadian Asset Management
Massachusetts
$210K – – –
CI
552
CAZ Investments
Texas
$208K -$416 -6 -0.2%
CCC
553
Chelsea Counsel Company
California
$208K – – –
AAM
554
Advisors Asset Management
Colorado
$201K -$13.9K -200 -6%
SPC
555
Sigma Planning Corp
Michigan
$201K +$201K +2,894 New
TF
556
Tompkins Financial
New York
$196K – – –
AA
557
Apriem Advisors
California
$184K +$66K +950 +56%
WEC
558
Winslow Evans & Crocker
Massachusetts
$181K -$971 -14 -0.5%
FNBT
559
FineMark National Bank & Trust
Florida
$173K -$35.8K -515 -17%
SEC
560
Seven Eight Capital
New York
$167K +$27.8K +400 +20%
HTHT
561
Hemenway Trust Hemenway Trust
New Hampshire
$139K +$139K +1,998 New
TDC
562
Thompson Davis & Co
Virginia
$136K -$13.9K -201 -9%
PHK
563
Point72 Hong Kong
Hong Kong
$131K -$319K -4,596 -71%
Bessemer Group
564
Bessemer Group
New Jersey
$128K -$57.8K -828 -31%
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K – – –
MWP
566
MYCIO Wealth Partners
Pennsylvania
$128K +$556 +8 +0.4%
CG
567
Colony Group
Massachusetts
$127K – – –
SAMC
568
Shinko Asset Management Company
Japan
$120K – – –
Twin Tree Management
569
Twin Tree Management
Texas
$118K -$442K -6,373 -79%
ASN
570
Advisory Services Network
Georgia
$113K – – –
GT
571
Glenmede Trust
Pennsylvania
$113K +$18.4K +267 +19%
EDRS
572
Edmond de Rothschild (Suisse)
Switzerland
$111K -$143K -2,060 -56%
HA
573
Harfst & Associates
Wyoming
$110K -$2.78K -40 -2%
EDRE
574
Edmond de Rothschild (Europe)
Luxembourg
$108K +$108K +1,550 New
NFG
575
Next Financial Group
Texas
$98K +$17.2K +250 +21%
21 22
23
24 25