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Salesforce
CRM

Overview Fund Activity

812 hedge funds and large institutions have $41.2B invested in Salesforce in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 287 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+35
Holders Change %
+4.5%
% of All Funds
20.33%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.8%
New
153
Increased
298
Reduced
287
Closed
103
Calls
$687M
Puts
$821M
Net Calls
-$134M
Net Calls Change
-$245M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$565M
2
Citadel Advisors
Citadel Advisors
Florida
+$269M
3
CM
Corvex Management
New York
+$236M
4
JP
Jana Partners
New York
+$217M
5
SIM
SRS Investment Management
New York
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
2
Sands Capital Management
Sands Capital Management
Virginia
-$307M
3
Jennison Associates
Jennison Associates
New York
-$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$248M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
651
Hollencrest Capital Management
California
$246K -$205K -3,000 -45%
AB
652
Atlas Brown
Kentucky
$246K – – –
Mariner
653
Mariner
Kansas
$246K +$35.3K +515 +17%
HSA
654
HBK Sorce Advisory
Pennsylvania
$245K -$31.6K -460 -11%
MC
655
Miles Capital
Iowa
$243K – – –
ANB
656
Amarillo National Bank
Texas
$243K – – –
EWM
657
Edge Wealth Management
New York
$237K -$22.7K -333 -9%
IIC
658
Integrated Investment Consultants
Michigan
$235K +$48.4K +706 +26%
ICOA
659
Investment Centers of America
North Dakota
$231K +$231K +3,406 New
AA
660
Apriem Advisors
California
$229K +$54.7K +800 +31%
RCAG
661
Rehmann Capital Advisory Group
Michigan
$229K +$229K +3,339 New
NL
662
NWAM LLC
Washington
$229K +$229K +3,344 New
SCA
663
Snowden Capital Advisors
New York
$220K -$1.18M -17,252 -84%
ZCA
664
Zeke Capital Advisors
Pennsylvania
$219K +$219K +3,196 New
Luther King Capital Management (LKCM)
665
Luther King Capital Management (LKCM)
Texas
$218K -$65.2K -954 -23%
HWA
666
HCR Wealth Advisors
California
$216K +$216K +3,160 New
WIM
667
Westside Investment Management
California
$202K +$202K +2,668 New
AIS
668
AlphaOne Investment Services
Pennsylvania
$201K -$40.5K -590 -17%
SPIA
669
Steward Partners Investment Advisory
New York
$197K +$197K +2,888 New
TF
670
Tompkins Financial
New York
$187K +$47.4K +690 +34%
WPA
671
West Paces Advisors
Georgia
$175K +$175K +2,554 New
RFS
672
Rockefeller Financial Services
New York
$171K +$20.7K +302 +14%
GLI
673
Guardian Life Insurance
New York
$167K +$4.44K +65 +3%
AF
674
Allworth Financial
California
$164K – – –
KF
675
Krilogy Financial
Missouri
$157K -$3.41K -50 -2%
25 26
27
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