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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 %
SWA
726
Sutton Wealth Advisors
Florida
$161K +$1.56K +18 +1%
WA
727
WFG Advisors
Texas
$159K +$89.9K +1,039 +130%
JFA
728
JNBA Financial Advisors
Minnesota
$158K – – –
EDRH
729
Edmond de Rothschild Holding
Switzerland
$154K -$223K -2,568 -59%
FPFS
730
First Personal Financial Services
North Carolina
$142K +$2.17K +25 +2%
AOWM
731
Alpha Omega Wealth Management
Virginia
$139K -$43.4K -500 -24%
MRCM
732
M&R Capital Management
New Jersey
$136K – – –
GLI
733
Guardian Life Insurance
New York
$131K -$88.1K -1,017 -40%
SIAS
734
Shine Investment Advisory Services
Colorado
$130K +$130K +1,502 New
PSUF
735
People's United Financial
Connecticut
$127K +$47.7K +550 +60%
LWCFA
736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K – – –
WIM
737
Westside Investment Management
California
$124K -$8.85K -100 -7%
PCA
738
Peddock Capital Advisors
Massachusetts
$121K +$117K +1,350 +3,000%
CAL
739
Capital Analysts LLC
Pennsylvania
$110K +$13.5K +156 +14%
LNB
740
Ledyard National Bank
$94K – – –
GBBWRPM
741
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$88K – – –
First Manhattan
742
First Manhattan
New York
$86K – – –
TWA
743
TCI Wealth Advisors
Arizona
$85K +$7.85K +91 +10%
QCG
744
Quadrant Capital Group
Ohio
$85K +$13.8K +186 +19%
ED
745
Exane Derivatives
France
$84.7K +$84.7K +978 New
EA
746
Edge Advisors
Georgia
$83K +$430 +5 +0.5%
WTB
747
Washington Trust Bank
Washington
$82K -$3.45K -40 -4%
FANJ
748
Financial Architects (New Jersey)
New Jersey
$78K -$104K -1,199 -57%
Bessemer Group
749
Bessemer Group
New Jersey
$78K +$29.1K +334 +60%
CLM
750
ClearBridge LLC (Maryland)
Maryland
$73K -$95.6K -1,100 -57%
28 29
30
31 32