CRM icon

Salesforce
CRM

Overview Fund Activity

762 hedge funds and large institutions have $43B invested in Salesforce in 2016 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.34%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
87
Increased
312
Reduced
294
Closed
82
Calls
$612M
Puts
$337M
Net Calls
+$275M
Net Calls Change
-$367M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$617M
3
SCP
3
Soroban Capital Partners
New York
$290M
4
Ameriprise
4
Ameriprise
Minnesota
$581M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$1.8B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$498M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$236M
3
Deutsche Bank
3
Deutsche Bank
Germany
$71.3M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$512M
5
MCM
5
Marsico Capital Management
Colorado
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Sutton Wealth Advisors
Florida
$135K +$135K +1,825 New
CBOA
652
Commonwealth Bank of Australia
Australia
$130K +$16.9K +229 +15%
NFG
653
Next Financial Group
Texas
$130K +$20.8K +283 +19%
SAMC
654
Shinko Asset Management Company
Japan
$122K -$5.55K -75 -4%
EDRE
655
Edmond de Rothschild (Europe)
Luxembourg
$114K – – –
LOT
656
Lombard Odier Transatlantic
Quebec, Canada
$100K – – –
CTC
657
Central Trust Company
Missouri
$100K +$100K +1,355 New
AIM
658
Assured Investment Management
New York
$96K -$112K -1,505 -54%
ED
659
Exane Derivatives
France
$89.7K -$30.8K -417 -26%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$86K +$7.4K +100 +9%
AIC
661
Ayalon Insurance Company
Israel
$83K – – –
LNB
662
Ledyard National Bank
$80K – – –
AssetMark Inc
663
AssetMark Inc
California
$78K -$20.7K -279 -21%
IWM
664
Integrated Wealth Management
California
$73K -$6.48K -88 -8%
First Manhattan
665
First Manhattan
New York
$73K +$73K +1,000 New
CB
666
Community Bank
New York
$72K -$8.48K -115 -11%
GWM
667
Gupta Wealth Management
California
$71K -$4.05K -55 -5%
AW
668
Alpha Windward
Massachusetts
$70K – – –
KT
669
Kanaly Trust
Texas
$69K -$4.55K -62 -6%
TWA
670
TCI Wealth Advisors
Arizona
$68K -$662 -9 -1%
MA
671
MUFG Americas
New York
$68K +$50.7K +685 +294%
TCOV
672
Trust Company of Vermont
Vermont
$64K – – –
SEC
673
Seven Eight Capital
New York
$59K -$669K -9,100 -92%
QCG
674
Quadrant Capital Group
Ohio
$59K +$3.17K +47 +6%
AIM
675
Acrospire Investment Management
Illinois
$59K +$59K +800 New
25 26
27
28 29