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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 %
FAT
601
First American Trust
California
$304K -$1.34M -18,795 -82%
CAW
602
Cornerstone Advisors (Washington)
Washington
$304K +$50.9K +715 +20%
BUB
603
BBVA USA Bancshares
Texas
$302K +$23.3K +327 +8%
ACM
604
Azimuth Capital Management
Michigan
$300K – – –
TCOV
605
Trust Company of Vermont
Vermont
$297K +$159K +2,226 +115%
Luther King Capital Management (LKCM)
606
Luther King Capital Management (LKCM)
Texas
$296K -$501K -7,015 -63%
CC
607
Cedar Capital
Illinois
$296K +$3.78K +53 +1%
CLOS
608
Compagnie Lombard Odier SCmA
Switzerland
$292K -$28.5K -400 -9%
FANJ
609
Financial Architects (New Jersey)
New Jersey
$288K +$207K +2,900 +255%
HSA
610
HBK Sorce Advisory
Pennsylvania
$288K +$288K +4,032 New
SS
611
Sunbelt Securities
Texas
$287K -$28.6K -401 -9%
RGNCM
612
R.G. Niederhoffer Capital Management
New York
$285K +$285K +4,000 New
DADC
613
D.A. Davidson & Co
Montana
$273K -$12.4K -174 -4%
CB
614
Commerce Bank
Missouri
$272K -$2.85K -40 -1%
NAMA
615
Nikko Asset Management Americas
New York
$271K – – –
EWM
616
Edge Wealth Management
New York
$271K +$23.7K +333 +10%
LNC
617
Lincoln National Corp
Pennsylvania
$269K +$5.42K +76 +2%
AL
618
Agran Libbie
California
$269K +$6.41K +90 +2%
HI
619
Horizon Investments
North Carolina
$258K +$258K +3,612 New
FO
620
FT Options
Illinois
$257K +$257K +3,600 New
DG
621
Davidson & Garrard
Virginia
$255K +$37.6K +528 +17%
ANB
622
Amarillo National Bank
Texas
$254K – – –
MC
623
Miles Capital
Iowa
$253K +$43.3K +608 +21%
GT
624
Glenmede Trust
Pennsylvania
$252K +$54.2K +762 +27%
AIS
625
AlphaOne Investment Services
Pennsylvania
$251K +$251K +3,520 New
23 24
25
26 27