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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 %
LNB
676
Ledyard National Bank
$78K – – –
EWM
677
Endurance Wealth Management
Rhode Island
$75K +$75K +1,000 New
SIG
678
Stanford Investment Group
California
$73K +$41.6K +583 +133%
GBBWRPM
679
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$72K – – –
First Manhattan
680
First Manhattan
New York
$71K -$6.25K -88 -8%
ED
681
Exane Derivatives
France
$65K – – –
TWA
682
TCI Wealth Advisors
Arizona
$65K -$1.22K -17 -2%
KT
683
Kanaly Trust
Texas
$63K -$5.29K -74 -8%
CFA
684
Carroll Financial Associates
North Carolina
$59K – – –
CFN
685
Cordasco Financial Network
Florida
$59K – – –
IWM
686
Integrated Wealth Management
California
$58K – – –
HI
687
Hudock Inc
Pennsylvania
$57K +$57K +800 New
AIC
688
Ayalon Insurance Company
Israel
$56K – – –
AIM
689
Arcadia Investment Management
Michigan
$56K – – –
Carson Wealth (CWM LLC)
690
Carson Wealth (CWM LLC)
Nebraska
$56K +$56K +790 New
QCG
691
Quadrant Capital Group
Ohio
$55K -$21.9K -365 -28%
BWP
692
Baldwin Wealth Partners
Massachusetts
$55K – – –
WTB
693
Washington Trust Bank
Washington
$54K +$2.65K +37 +5%
PMFA
694
Plante Moran Financial Advisors
Michigan
$54K +$6.87K +96 +15%
AssetMark Inc
695
AssetMark Inc
California
$50K -$9.4K -131 -16%
BBPWM
696
Blue Bell Private Wealth Management
Pennsylvania
$50K – – –
Bessemer Group
697
Bessemer Group
New Jersey
$47K -$6.67K -93 -12%
ACS
698
Archford Capital Strategies
Illinois
$47K – – –
FIB
699
First Interstate Bank
Montana
$46K +$46K +650 New
FAM
700
Foresters Asset Management
Ontario, Canada
$43K -$118K -2,200 -73%
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