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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 %
FCBT
576
First Citizens Bank & Trust
North Carolina
$575K +$575K +6,638 New
JDR
577
Jay D. Rosenbaum
$572K +$71.9K +830 +14%
SPIA
578
Steward Partners Investment Advisory
New York
$572K +$105K +1,211 +22%
BTNA
579
Bremer Trust National Association
Minnesota
$569K -$174K -2,013 -23%
NFG
580
Nations Financial Group
Iowa
$563K +$78K +900 +16%
NFG
581
Next Financial Group
Texas
$562K +$35.6K +411 +7%
FAM
582
Fortaleza Asset Management
Illinois
$555K – – –
DTL
583
Dynamic Technology Lab
Singapore
$554K +$216K +2,500 +64%
CCM
584
Covington Capital Management
California
$552K +$151K +1,750 +38%
FBT
585
First Bank & Trust
South Dakota
$547K -$2.69K -31 -0.5%
CCM
586
Compton Capital Management
Rhode Island
$546K +$87.5K +1,010 +19%
ZCA
587
Zeke Capital Advisors
Pennsylvania
$535K +$119K +1,376 +29%
FWM
588
Frontier Wealth Management
Missouri
$528K +$156K +1,800 +42%
IIM
589
Intact Investment Management
Quebec, Canada
$528K +$528K +6,100 New
SSWM
590
Sheets Smith Wealth Management
North Carolina
$526K +$526K +6,070 New
CB
591
Commerce Bank
Missouri
$525K +$41.5K +479 +9%
SACTSONJ
592
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$520K -$433K -5,000 -45%
TPWA
593
TRUE Private Wealth Advisors
Oregon
$520K +$10.9K +126 +2%
IDBONY
594
Israel Discount Bank of New York
New York
$518K -$264K -3,046 -34%
SBH
595
Segall Bryant & Hamill
Illinois
$515K -$1.13K -13 -0.2%
Group One Trading
596
Group One Trading
Illinois
$513K -$688K -7,947 -57%
SCM
597
Shelton Capital Management
Colorado
$513K +$17.3K +200 +3%
IA
598
IFP Advisors
Florida
$507K -$67.8K -783 -12%
WEC
599
Winslow Evans & Crocker
Massachusetts
$496K +$167K +1,946 +51%
TCM
600
Tuttle Capital Management
Connecticut
$488K +$488K +5,640 New
22 23
24
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