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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 %
RWA
676
Ropes Wealth Advisors
Massachusetts
$58K +$57.3K +778 +8,644%
IA
677
IFP Advisors
Florida
$57K -$894K -5,597 -94%
CFA
678
Carroll Financial Associates
North Carolina
$56K +$56K +770 New
FAM
679
Formidable Asset Management
Ohio
$55K -$11.4K -150 -17%
CFN
680
Cordasco Financial Network
Florida
$55K +$55K +740 New
BWP
681
Baldwin Wealth Partners
Massachusetts
$55K +$55K +750 New
PSUF
682
People's United Financial
Connecticut
$54K -$7.45K -100 -12%
MUS
683
Mitsubishi UFJ Securities
Japan
$52K -$168K -2,260 -76%
AC
684
Alexandria Capital
Virginia
$52K +$17.6K +239 +51%
BBPWM
685
Blue Bell Private Wealth Management
Pennsylvania
$51K – – –
WTB
686
Washington Trust Bank
Washington
$51K +$51K +690 New
PMFA
687
Plante Moran Financial Advisors
Michigan
$49K -$5.5K -74 -10%
S
688
SignatureFD
Georgia
$49K +$4.48K +60 +10%
CFG
689
Citizens Financial Group
Rhode Island
$49K +$49K +663 New
RGI
690
River Global Investors
United Kingdom
$47K – – –
KF
691
Krilogy Financial
Missouri
$43K – – –
DPA
692
Delphi Private Advisors
California
$34K – – –
SIG
693
Stanford Investment Group
California
$32K +$10.2K +140 +47%
EMG
694
ETF Managers Group
New Jersey
$32K +$32K +384 New
FANJ
695
Financial Architects (New Jersey)
New Jersey
$32K +$32K +436 New
PFBT
696
Parkside Financial Bank & Trust
Missouri
$31K -$4.13K -57 -12%
DBT
697
Dubuque Bank & Trust
Iowa
$31K -$2.15K -29 -6%
JIC
698
Joel Isaacson & Co
New York
$31K – – –
BKA
699
Brick & Kyle Associates
Pennsylvania
$30K – – –
DSC
700
Duncker Streett & Co
Missouri
$30K – – –
26 27
28
29 30