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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
$3.23B
2
Viking Global Investors
Viking Global Investors
Connecticut
$215M
3
JHIU
Janus Henderson Investors US
Colorado
$508M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$161M
5
State Street
State Street
Massachusetts
$1.78B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.46B
2
Capital World Investors
Capital World Investors
California
$219M
3
Millennium Management
Millennium Management
New York
$0
4
Sands Capital Management
Sands Capital Management
Virginia
$1.51B
5
HCMT
Highland Capital Management (Texas)
Texas
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
751
Versant Capital Management
Arizona
$12K – – –
CHP
752
Cable Hill Partners
Oregon
$11K – – –
HDIM
753
Hanson & Doremus Investment Management
Vermont
$11K +$11K +150 New
MWM
754
MinichMacGregor Wealth Management
New York
$10K -$67 -1 -0.7%
RIM
755
Ranger Investment Management
Texas
$10K – – –
KKAMG
756
Kernodle & Katon Asset Management Group
Arkansas
$10K – – –
PCP
757
Proficio Capital Partners
Massachusetts
$9K -$341 -5 -4%
FMII
758
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
PG
759
Patten Group
Tennessee
$7.06K – – –
TDC
760
Thompson Davis & Co
Virginia
$7K -$8.19K -117 -54%
AC
761
Alexandria Capital
Virginia
$7K -$1.18K -16 -14%
BC
762
Bartlett & Co
Ohio
$7K -$630 -9 -8%
WA
763
WealthTrust-Arizona
Arizona
$7K – – –
CCM
764
Cribstone Capital Management
Maine
$7K – – –
CJA
765
C-J Advisory
California
$7K +$7K +100 New
KA
766
Klingman & Associates
New York
$6K – – –
HCM
767
Herndon Capital Management
Georgia
$4K – – –
MCM
768
MV Capital Management
Maryland
$4K – – –
AIM
769
Advantage Investment Management
Iowa
$4K – – –
VIA
770
Vantage Investment Advisors
Pennsylvania
$4K +$667 +10 +20%
TCM
771
Tradewinds Capital Management
Washington
$3K – – –
AWM
772
Avior Wealth Management
Nebraska
$3K +$3K +42 New
GWS
773
Glassman Wealth Services
Virginia
$3K +$3K +49 New
OC
774
Oakworth Capital
Alabama
$2K – – –
Lazard Asset Management
775
Lazard Asset Management
New York
$1K – – –
29 30
31
32 33