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Salesforce
CRM

Overview Fund Activity

856 hedge funds and large institutions have $54B invested in Salesforce in 2017 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 372 increasing their positions, 275 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
21.37%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1%
New
88
Increased
372
Reduced
275
Closed
70
Calls
$857M
Puts
$841M
Net Calls
+$15.4M
Net Calls Change
-$450M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$996M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
3
Jennison Associates
Jennison Associates
New York
+$237M
4
LPC
Lone Pine Capital
Connecticut
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$196M

Top Sellers

1
TP
Third Point
New York
-$247M
2
Capital World Investors
Capital World Investors
California
-$233M
3
DCM
Discovery Capital Management
Connecticut
-$149M
4
Sands Capital Management
Sands Capital Management
Virginia
-$110M
5
CM
Corvex Management
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
676
Institute for Wealth Management
Colorado
$294K +$294K +3,398 New
AMCA
677
Arthur M. Cohen & Associates
Illinois
$294K +$294K +3,411 New
IIC
678
Integrated Investment Consultants
Michigan
$293K – – –
LOAMS
679
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K – – –
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$284K +$38.3K +442 +16%
CCMW
681
Cypress Capital Management (Wyoming)
Wyoming
$280K -$245K -2,825 -47%
DBT
682
Dubuque Bank & Trust
Iowa
$279K +$139K +1,604 +99%
APP
683
Avantax Planning Partners
Iowa
$278K +$278K +3,205 New
BFEC
684
Benjamin F. Edwards & Company
Missouri
$277K +$12.9K +149 +5%
HWA
685
HCR Wealth Advisors
California
$274K – – –
TDC
686
Thompson Davis & Co
Virginia
$274K +$1.56K +18 +0.6%
P8IP
687
Pier 88 Investment Partners
California
$273K -$126K -1,459 -32%
AW
688
ACG Wealth
Georgia
$273K +$273K +3,146 New
WPP
689
Whalerock Point Partners
Rhode Island
$269K +$54K +625 +25%
NPC
690
National Planning Corporation
California
$267K +$267K +3,099 New
IUHSA
691
Itau Unibanco Holding S.A.
Brazil
$264K +$238K +2,739 +898%
WF
692
Welch & Forbes
Massachusetts
$257K +$26.5K +306 +11%
CA
693
Cetera Advisors
Colorado
$257K +$32.4K +375 +14%
WT
694
Washington Trust
Rhode Island
$256K +$256K +2,960 New
Mariner
695
Mariner
Kansas
$255K -$66.2K -766 -21%
Luther King Capital Management (LKCM)
696
Luther King Capital Management (LKCM)
Texas
$254K -$25.8K -298 -9%
MWP
697
MYCIO Wealth Partners
Pennsylvania
$252K -$114K -1,321 -31%
GC
698
Gilbert & Cook
Iowa
$251K +$251K +2,902 New
NL
699
NWAM LLC
Washington
$250K -$64.6K -747 -21%
AB
700
Atlas Brown
Kentucky
$250K -$59.5K -688 -19%
26 27
28
29 30