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Salesforce
CRM

Overview Fund Activity

812 hedge funds and large institutions have $41.2B invested in Salesforce in 2016 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 298 increasing their positions, 287 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
812
Holders Change
+35
Holders Change %
+4.5%
% of All Funds
20.33%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.8%
New
153
Increased
298
Reduced
287
Closed
103
Calls
$687M
Puts
$821M
Net Calls
-$134M
Net Calls Change
-$245M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$565M
2
Citadel Advisors
Citadel Advisors
Florida
+$269M
3
CM
Corvex Management
New York
+$236M
4
JP
Jana Partners
New York
+$217M
5
SIM
SRS Investment Management
New York
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
2
Sands Capital Management
Sands Capital Management
Virginia
-$307M
3
Jennison Associates
Jennison Associates
New York
-$254M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$248M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
776
Asset Dedication LLC
California
$8K -$5.17K -75 -39%
PCP
777
Proficio Capital Partners
Massachusetts
$8K -$656 -10 -8%
PG
778
Patten Group
Tennessee
$8K – – –
FMII
779
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
HIIFS
780
Harel Insurance Investments & Financial Services
Israel
$7K -$73.5K -1,050 -91%
MUS
781
Mitsubishi UFJ Securities
Japan
$7K -$72.1K -1,030 -91%
WA
782
Winfield Associates
Ohio
$7K -$3.82K -60 -35%
CF
783
CenterStar Fund
Illinois
$7K -$38K – –
CJA
784
C-J Advisory
California
$7K – – –
AC
785
Alexandria Capital
Virginia
$7K +$350 +5 +5%
NSB
786
Norway Savings Bank
Maine
$7K +$7K +100 New
PHK
787
Point72 Hong Kong
Hong Kong
$6K -$3.79M -55,538 -100%
CCM
788
Cribstone Capital Management
Maine
$5K -$2.83K -34 -36%
AA
789
Ancora Advisors
Ohio
$5K +$5K +67 New
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$4.66K +$4.66K +68 New
VIA
791
Vantage Investment Advisors
Pennsylvania
$4K – – –
MCM
792
MV Capital Management
Maryland
$4K – – –
LJHT
793
Laurie J. Hall Trustee
$4K +$4K +50 New
GWS
794
Glassman Wealth Services
Virginia
$3K – – –
AWM
795
Avior Wealth Management
Nebraska
$3K – – –
AAP
796
Arax Advisory Partners
Colorado
$3K +$3K +39 New
AIS
797
Accurate Investment Solutions
Pennsylvania
$3K +$3K +40 New
BWM
798
Baystate Wealth Management
Massachusetts
$3K +$3K +44 New
FFW
799
Fusion Family Wealth
New York
$3K +$3K +53 New
LS
800
Livforsakringsbolaget Skandia
Sweden
$2.44K -$81 -1,190 -3%
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