CRM icon

Salesforce
CRM

Overview Fund Activity

812 hedge funds and large institutions have $41.2B invested in Salesforce in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 287 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+35
Holders Change %
+4.5%
% of All Funds
20.33%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.8%
New
153
Increased
298
Reduced
287
Closed
103
Calls
$687M
Puts
$821M
Net Calls
-$134M
Net Calls Change
-$245M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$565M
2
Citadel Advisors
Citadel Advisors
Florida
+$269M
3
CM
Corvex Management
New York
+$236M
4
JP
Jana Partners
New York
+$217M
5
SIM
SRS Investment Management
New York
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
2
Sands Capital Management
Sands Capital Management
Virginia
-$307M
3
Jennison Associates
Jennison Associates
New York
-$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$248M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSP
601
Sapphire Star Partners
Washington
$363K – – –
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K +$7.19K +105 +2%
W
603
Wealthfront
California
$358K -$112K -1,635 -24%
BUB
604
BBVA USA Bancshares
Texas
$358K +$68K +994 +23%
TI
605
Turner Investments
Pennsylvania
$357K -$2.63M -38,450 -88%
FIM
606
Freedom Investment Management
Connecticut
$352K -$11.9K -174 -3%
DA
607
DSC Advisors
Illinois
$348K -$32.4K -473 -9%
RHBC
608
R.H. Bluestein & Co
Michigan
$342K – – –
ACM
609
Aviance Capital Management
Florida
$341K -$152K -2,219 -31%
HHMI
610
Howard Hughes Medical Institute
Maryland
$341K +$341K +4,982 New
SPC
611
Sigma Planning Corp
Michigan
$338K +$27.3K +398 +9%
CB
612
Commerce Bank
Missouri
$338K +$77.4K +1,133 +30%
CL
613
CPWM LLC
Washington
$337K +$8.82K +129 +3%
SCM
614
Southport Capital Management
Tennessee
$329K -$13.7K -200 -4%
AWA
615
ARS Wealth Advisors
Florida
$329K +$123K +1,793 +60%
IR
616
Invictus RG
Bermuda
$325K +$325K +4,750 New
CCA
617
Checchi Capital Advisers
California
$324K -$28.2K -412 -8%
WEC
618
Winslow Evans & Crocker
Massachusetts
$323K -$70.8K -1,034 -18%
TCOV
619
Trust Company of Vermont
Vermont
$319K +$34.2K +499 +12%
GW
620
GW & Wade
Massachusetts
$318K -$5.28K -77 -2%
BCMO
621
Buckingham Capital Management (Ohio)
Ohio
$318K +$318K +4,640 New
FFC
622
First Financial Corp
Indiana
$314K -$17.1K -250 -5%
BB
623
Bell Bank
North Dakota
$310K +$310K +4,535 New
SCI
624
S&CO Inc
Massachusetts
$308K +$308K +4,500 New
EP
625
Edgestream Partners
New Jersey
$308K +$308K +4,502 New
23 24
25
26 27