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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 %
RFS
576
Rockefeller Financial Services
New York
$98K +$98K +1,411 New
CBOA
577
Commonwealth Bank of Australia
Australia
$96K +$1.32K +19 +1%
LOT
578
Lombard Odier Transatlantic
Quebec, Canada
$94K – – –
MUS
579
Mitsubishi UFJ Securities
Japan
$94K +$20K +290 +27%
MAM
580
Meeder Asset Management
Ohio
$94K +$94K +1,355 New
AW
581
Alpha Windward
Massachusetts
$81K – – –
PSUF
582
People's United Financial
Connecticut
$78K – – –
LNB
583
Ledyard National Bank
$75K – – –
IWM
584
Integrated Wealth Management
California
$75K +$39.7K +572 +113%
GWM
585
Gupta Wealth Management
California
$71K – – –
KT
586
Kanaly Trust
Texas
$71K +$4.3K +62 +6%
BL
587
Balentine LLC
Georgia
$70K +$15.9K +228 +29%
HCMT
588
Highland Capital Management (Tennessee)
Tennessee
$69K +$69K +1,000 New
BFEC
589
Benjamin F. Edwards & Company
Missouri
$67K -$6.96K -100 -9%
AIC
590
Ayalon Insurance Company
Israel
$65K – – –
FAM
591
Formidable Asset Management
Ohio
$61K +$9.65K +140 +19%
ACS
592
Archford Capital Strategies
Illinois
$58K – – –
TCOV
593
Trust Company of Vermont
Vermont
$57K +$21.3K +305 +60%
SC
594
Saturna Capital
Washington
$56K – – –
WA
595
Winfield Associates
Ohio
$56K – – –
MA
596
MUFG Americas
New York
$55K – – –
AP
597
Atwood & Palmer
Missouri
$55K +$16K +231 +41%
PMFA
598
Plante Moran Financial Advisors
Michigan
$52K -$14.2K -203 -21%
BBPWM
599
Blue Bell Private Wealth Management
Pennsylvania
$48K – – –
LWM
600
LBA Wealth Management
Florida
$47K +$47K +680 New
22 23
24
25 26