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Salesforce
CRM

Overview Fund Activity

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$338M
2
Millennium Management
Millennium Management
New York
+$211M
3
PC
PointState Capital
New York
+$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$117M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$301M
3
TCM
Tybourne Capital Management
Hong Kong
-$125M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
5
MNA
Manning & Napier Advisors
New York
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
551
Rampart Investment Management
Connecticut
$845K +$51.6K +553 +7%
PJSIMP
552
P.J. Schmidt Investment Management (PJS)
Wisconsin
$844K +$378K +4,047 +81%
RFS
553
Rockefeller Financial Services
New York
$843K +$631K +6,755 +298%
AI
554
Atria Investments
North Carolina
$835K +$128K +1,372 +18%
GCP
555
GSA Capital Partners
United Kingdom
$832K +$383K +4,100 +85%
WP
556
WealthSource Partners
California
$823K +$83.5K +894 +11%
SPIA
557
Steward Partners Investment Advisory
New York
$823K +$206K +2,201 +33%
AP
558
Advisor Partners
California
$811K +$20.6K +220 +3%
QSS
559
Quantitative Systematic Strategies
Florida
$808K -$1.52M -16,326 -65%
BSPF
560
British Steel Pension Fund
United Kingdom
$805K -$200K -2,141 -20%
NB
561
Nicolet Bankshares
Wisconsin
$797K +$89.1K +953 +13%
SSA
562
Schonfeld Strategic Advisors
New York
$795K -$4.09M -43,765 -84%
EMG
563
Ellington Management Group
Connecticut
$794K +$74.7K +800 +10%
Edgewood Management
564
Edgewood Management
Connecticut
$786K -$13K -139 -2%
DADC
565
D.A. Davidson & Co
Montana
$761K +$125K +1,340 +20%
AAM
566
Azzad Asset Management
Virginia
$756K +$28.4K +304 +4%
PIM
567
Parker Investment Management
California
$754K +$747 +8 +0.1%
CIBC World Market
568
CIBC World Market
Ontario, Canada
$752K -$379K -4,057 -34%
FC
569
FIC Capital
New York
$750K -$18.7K -200 -2%
CCM
570
Covington Capital Management
California
$741K +$145K +1,550 +24%
MNBTD
571
Moody National Bank Trust Division
Texas
$732K -$121K -1,300 -14%
LOAME
572
Lombard Odier Asset Management (Europe)
United Kingdom
$725K +$24.3K +260 +3%
DWA
573
Douglass Winthrop Advisors
New York
$718K +$9.9K +106 +1%
CIM
574
CIM Investment Management
Pennsylvania
$714K -$48.5K -519 -6%
ANRIA
575
American National Registered Investment Advisor
Texas
$703K -$122K -1,300 -15%
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