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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 %
AB
626
Atlas Brown
Kentucky
$246K +$246K +3,449 New
1SB
627
1ST Source Bank
Indiana
$244K -$17.9K -251 -7%
PJSIMP
628
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$3.56K +50 +2%
VFA
629
Voya Financial Advisors
Connecticut
$233K -$4.84K -68 -2%
CIP
630
Convergence Investment Partners
Florida
$233K +$233K +3,266 New
BCP
631
Berkeley Capital Partners
Georgia
$228K +$228K +3,674 New
SWP
632
Stratos Wealth Partners
Ohio
$225K -$89.4K -1,256 -28%
GF
633
Gerstein Fisher
New York
$223K +$15.2K +213 +7%
Mariner
634
Mariner
Kansas
$220K +$220K +3,072 New
MFW
635
Meristem Family Wealth
Minnesota
$219K -$4.06K -57 -2%
AWA
636
ARS Wealth Advisors
Florida
$215K +$215K +3,012 New
1832 Asset Management
637
1832 Asset Management
Ontario, Canada
$214K -$114M -1,602,100 -100%
CBU
638
CIBC Bank USA
Illinois
$209K +$28.5K +400 +16%
GBT
639
Grove Bank & Trust
Florida
$208K +$64.1K +900 +45%
IIC
640
Integrated Investment Consultants
Michigan
$192K -$7.82K -111 -4%
MWP
641
MYCIO Wealth Partners
Pennsylvania
$188K +$53.9K +756 +40%
AA
642
Apriem Advisors
California
$182K -$128K -1,800 -41%
AF
643
Allworth Financial
California
$171K – – –
GLI
644
Guardian Life Insurance
New York
$170K +$1.14K +16 +0.7%
TRCT
645
Tower Research Capital (TRC)
New York
$168K -$1.86M -26,124 -92%
KF
646
Krilogy Financial
Missouri
$168K +$16.9K +237 +11%
SEIA
647
Signature Estate & Investment Advisors
California
$167K -$16.6K -232 -9%
ACM
648
Argentus Capital Management
Texas
$163K -$576K -8,087 -78%
RFS
649
Rockefeller Financial Services
New York
$157K – – –
PO
650
Private Ocean
California
$156K – – –
24 25
26
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