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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 %
AOWM
651
Alpha Omega Wealth Management
Virginia
$150K +$150K +2,100 New
GXMC
652
Global X Management Company
New York
$147K +$108K +1,520 +278%
TF
653
Tompkins Financial
New York
$145K -$8.43K -118 -5%
CI Investments Inc
654
CI Investments Inc
Ontario, Canada
$143K – – –
CLM
655
ClearBridge LLC (Maryland)
Maryland
$138K -$4.98K -70 -3%
SWA
656
Sutton Wealth Advisors
Florida
$130K – – –
RWA
657
Ropes Wealth Advisors
Massachusetts
$128K – – –
CBOA
658
Commonwealth Bank of Australia
Australia
$126K – – –
FNBT
659
FineMark National Bank & Trust
Florida
$125K -$7.16K -100 -5%
NFG
660
Next Financial Group
Texas
$125K +$2.78K +39 +2%
MRCM
661
M&R Capital Management
New Jersey
$124K +$17.4K +245 +16%
S
662
SignatureFD
Georgia
$119K +$23K +323 +24%
JFA
663
JNBA Financial Advisors
Minnesota
$119K +$119K +1,673 New
SAMC
664
Shinko Asset Management Company
Japan
$118K – – –
ASN
665
Advisory Services Network
Georgia
$108K -$48.8K -687 -31%
LAM
666
Lebenthal Asset Management
New York
$100K -$653K -9,142 -87%
LOT
667
Lombard Odier Transatlantic
Quebec, Canada
$96K – – –
CS
668
Credential Securities
$89K -$428 -6 -0.5%
LWCFA
669
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K -$43.2K -606 -33%
BFEC
670
Benjamin F. Edwards & Company
Missouri
$88K +$3.58K +50 +4%
ST
671
Spot Trading
Illinois
$88K +$88K +1,235 New
PSUF
672
People's United Financial
Connecticut
$87K +$10.7K +150 +14%
AW
673
Alpha Windward
Massachusetts
$84K – – –
HIIFS
674
Harel Insurance Investments & Financial Services
Israel
$82K -$97K -1,360 -54%
MUS
675
Mitsubishi UFJ Securities
Japan
$81K -$63.1K -880 -44%
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