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Salesforce
CRM

Overview Fund Activity

642 hedge funds and large institutions have $40.2B invested in Salesforce in 2015 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 216 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+73
Holders Change %
+12.83%
% of All Funds
17.31%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.49%
New
115
Increased
241
Reduced
216
Closed
37
Calls
$755M
Puts
$518M
Net Calls
+$237M
Net Calls Change
+$78.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$312M
2
HCMT
Highland Capital Management (Texas)
Texas
$131M
3
MCM
Marsico Capital Management
Colorado
$209M
4
Millennium Management
Millennium Management
New York
$127M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.42B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$307M
2
Deutsche Bank
Deutsche Bank
Germany
$167M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$258M
4
Invesco
Invesco
Georgia
$380M
5
Jennison Associates
Jennison Associates
New York
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
626
Aris Wealth Services
Pennsylvania
$8K – – –
BCM
627
Brookstone Capital Management
Illinois
$8K +$8K +116 New
SF
628
Synovus Financial
Georgia
$7K – – –
TFA
629
Transamerica Financial Advisors
Florida
$7K – – –
ATC
630
Adirondack Trust Company
New York
$7K +$2.58K +35 +58%
SAM
631
Shamrock Asset Management
Texas
$7K +$7K +100 New
PG
632
Patten Group
Tennessee
$6.96K +$6.96K +100 New
UB
633
UMB Bank
Missouri
$6.06K -$328 -4,709 -5%
BBHC
634
Brown Brothers Harriman & Co
New York
$5K – – –
MCM
635
MV Capital Management
Maryland
$4K – – –
TFO
636
Tarbox Family Office
California
$4K +$1.19K +19 +42%
M
637
MOTCO
Texas
$3K – – –
VIA
638
Vident Investment Advisory
Georgia
$3K +$3K +43 New
PRS
639
Pinkerton Retirement Specialists
Idaho
$3K +$3K +48 New
DBT
640
Dubuque Bank & Trust
Iowa
$2K – – –
OC
641
Oakworth Capital
Alabama
$2K – – –
GXMC
642
Global X Management Company
New York
$2K +$2K +24 New
AT
643
Arden Trust
Delaware
$462 -$136 -1,957 -23%
SCP
644
Soroban Capital Partners
New York
– -$70.9M -1,061,000 Closed
SCM
645
Steadfast Capital Management
New York
– -$35.8M -535,475 Closed
CC
646
Curian Capital
Colorado
– -$10.8M -161,568 Closed
TCM
647
TimesSquare Capital Management
New York
– -$10.1M -150,915 Closed
EAM
648
EverPoint Asset Management
Connecticut
– -$10M -150,000 Closed
UPA
649
Union Point Advisors
California
– -$7.33M -109,705 Closed
ZDA
650
Zweig-DiMenna Associates
New York
– -$7.02M -105,000 Closed
24 25
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