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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 %
TCIM
551
TIAA CREF Investment Management
New York
$471K -$144K -2,025,386 -23%
ECM
552
ETrade Capital Management
Virginia
$468K +$80.6K +1,131 +21%
JIP
553
Jaffetilchin Investment Partners
Florida
$457K +$151K +2,110 +49%
MAM
554
Mizuho Asset Management
Japan
$451K -$166K -2,322 -27%
BA
555
Birinyi Associates
Connecticut
$449K +$214K +3,000 +91%
NERM
556
New England Research & Management
Illinois
$449K +$449K +6,300 New
AP
557
Advisor Partners
California
$448K -$52.7K -738 -11%
AAM
558
Azzad Asset Management
Virginia
$448K +$126K +1,767 +39%
Tudor Investment Corp
559
Tudor Investment Corp
Connecticut
$445K +$445K +6,242 New
PIM
560
Partner Investment Management
California
$442K +$442K +6,191 New
AI
561
Atria Investments
North Carolina
$437K +$52.9K +742 +14%
EC
562
Eachwin Capital
New York
$433K – – –
KA
563
Kovack Advisors
Florida
$420K +$154K +2,159 +58%
WEC
564
Winslow Evans & Crocker
Massachusetts
$410K +$231K +3,246 +130%
TPWA
565
TRUE Private Wealth Advisors
Oregon
$408K +$11.1K +158 +3%
LP
566
LGL Partners
Pennsylvania
$403K – – –
HB
567
Homrich & Berg
Georgia
$401K +$128K +1,796 +47%
WP
568
WealthSource Partners
California
$396K +$194K +2,725 +96%
DA
569
DSC Advisors
Illinois
$396K +$199K +2,789 +101%
HK
570
Horizon Kinetics
New York
$394K +$17.2K +241 +5%
LP
571
LMR Partners
United Kingdom
$388K -$1.81M -25,422 -82%
IA
572
IFP Advisors
Florida
$388K -$93.2K -1,307 -19%
SBH
573
Segall Bryant & Hamill
Illinois
$388K -$49.9K -700 -11%
KIG
574
Kessler Investment Group
Indiana
$388K -$15.3K -214 -4%
PAG
575
Private Advisor Group
New Jersey
$386K -$227K -3,129 -37%
21 22
23
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