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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 %
FHA
726
First Horizon Advisors
Tennessee
$20K -$2.58K -36 -11%
GWM
727
Geneos Wealth Management
Colorado
$20K +$8.36K +122 +72%
CYG
728
Clean Yield Group
Vermont
$20K +$20K +283 New
ATC
729
Adirondack Trust Company
New York
$19K +$14.7K +205 +342%
RI
730
Redwood Investments
Massachusetts
$18K -$3.68M -50,518 -100%
MCM
731
Manchester Capital Management
Vermont
$18K – – –
VOYA Investment Management
732
VOYA Investment Management
Georgia
$17.5K -$126K -1,768,559 -88%
LWM
733
LBA Wealth Management
Florida
$17K -$7.08K -100 -29%
TFO
734
Tarbox Family Office
California
$16K +$367 +5 +2%
SIC
735
Salem Investment Counselors
North Carolina
$15.4K +$820 +1,150 +6%
ANBT
736
American National Bank & Trust
Texas
$15K – – –
PCM
737
Penserra Capital Management
California
$15K +$5.97K +88 +66%
WOC
738
West Oak Capital
California
$14.3K +$14.3K +200 New
WRM
739
Westport Resources Management
Connecticut
$14K -$49K -700 -78%
MA
740
MUFG Americas
New York
$14K -$16K -232 -53%
FPFS
741
First Personal Financial Services
North Carolina
$14K -$7.79K -108 -36%
ADL
742
Asset Dedication LLC
California
$14K -$2.27K -31 -14%
ST
743
Smithfield Trust
Pennsylvania
$14K – – –
VNA
744
Valley National Advisers
Pennsylvania
$14K – – –
LYV
745
Live Your Vision
Pennsylvania
$14K +$14K +200 New
WA
746
Winfield Associates
Ohio
$13K -$3.06K -40 -19%
VCM
747
Vigilant Capital Management
Maine
$13K – – –
IP
748
Isthmus Partners
Wisconsin
$13K – – –
FQ
749
First Quadrant
California
$13K +$5.66K +77 +77%
VCM
750
Versant Capital Management
Arizona
$12K – – –
28 29
30
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