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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 %
RA
601
Rational Advisors
New York
$488K +$488K +5,640 New
CL
602
CSS LLC
Illinois
$479K +$346K +3,989 +259%
MC
603
Miles Capital
Iowa
$475K – – –
BFS
604
Bradley Foster & Sargent
Connecticut
$465K +$465K +5,372 New
PMG
605
ProVise Management Group
Florida
$462K +$61.1K +705 +15%
SSP
606
Sapphire Star Partners
Washington
$459K – – –
Koshinski Asset Management
607
Koshinski Asset Management
Illinois
$455K +$455K +5,259 New
LP
608
LGL Partners
Pennsylvania
$454K – – –
CL
609
CPWM LLC
Washington
$447K +$6.41K +74 +1%
AIS
610
AlphaOne Investment Services
Pennsylvania
$443K +$53.6K +620 +14%
FRM
611
Fox Run Management
Connecticut
$442K -$20.1K -232 -4%
BUB
612
BBVA USA Bancshares
Texas
$440K -$55.3K -638 -11%
GI
613
GAMCO Investors
Connecticut
$439K -$4.25K -49 -1%
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
$435K +$30.3K +350 +7%
AWA
615
ARS Wealth Advisors
Florida
$434K +$78.4K +905 +22%
PJSIMP
616
P.J. Schmidt Investment Management (PJS)
Wisconsin
$432K +$8.66K +100 +2%
BIG
617
Bellwether Investment Group
Tennessee
$431K +$418K +4,827 +3,197%
BJL
618
Brighton Jones LLC
Washington
$427K +$427K +4,930 New
IHL
619
Investment House LLC
California
$426K – – –
CBT
620
Capital Bank & Trust
California
$426K +$426K +4,916 New
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$425K -$421K -4,850 -50%
ACI
622
Alpha Cubed Investments
California
$425K +$425K +4,903 New
QAM
623
Quantres Asset Management
Cayman Islands
$424K +$424K +4,900 New
SLF
624
Sun Life Financial
Ontario, Canada
$423K +$420K +4,855 +16,741%
GCP
625
GSA Capital Partners
United Kingdom
$416K -$448K -5,175 -52%
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