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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 %
BKA
701
Brick & Kyle Associates
Pennsylvania
$43K +$14.3K +200 +50%
AIM
702
Acrospire Investment Management
Illinois
$43K +$14.3K +200 +50%
CF
703
CenterStar Fund
Illinois
$38K -$9K – –
CCM
704
Cupps Capital Management
Illinois
$37K -$4.08M -57,900 -99%
WA
705
WFG Advisors
Texas
$37K -$13.3K -186 -26%
TSW
706
Thompson Siegel & Walmsley
Virginia
$36K – – –
DPA
707
Delphi Private Advisors
California
$31K -$1.77K -25 -5%
JIC
708
Joel Isaacson & Co
New York
$30K – – –
CB
709
Community Bank
New York
$30K – – –
PFO
710
Pathstone Family Office
New Jersey
$30K – – –
PFBT
711
Parkside Financial Bank & Trust
Missouri
$30K +$214 +3 +0.7%
WP
712
WealthPLAN Partners
Nebraska
$29.3K -$16.3K -224 -36%
DSC
713
Duncker Streett & Co
Missouri
$29K – – –
BAM
714
Brave Asset Management
New Jersey
$29K – – –
SFG
715
SevenBridge Financial Group
Pennsylvania
$28K – – –
ZB
716
Zions Bancorporation
Utah
$26K +$10.6K +143 +68%
AP
717
Atwood & Palmer
Missouri
$25K – – –
DBT
718
Dubuque Bank & Trust
Iowa
$24K – – –
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$24K – – –
SIM
720
Sonora Investment Management
Arizona
$23.8K – – –
CFA
721
Camarda Financial Advisors
Florida
$21K -$40.3K -575 -66%
IPC
722
Independent Portfolio Consultants
Florida
$21K – – –
AA
723
AlphaMark Advisors
Kentucky
$21K – – –
BL
724
Balentine LLC
Georgia
$21K +$2.89K +40 +16%
RFA
725
Reilly Financial Advisors
California
$21K +$7.26K +102 +53%
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