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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 %
JT
776
Jump Trading
Illinois
$37K +$37K +427 New
1832 Asset Management
777
1832 Asset Management
Ontario, Canada
$35K – – –
SFG
778
SevenBridge Financial Group
Pennsylvania
$35K – – –
MFW
779
Mosaic Family Wealth
Missouri
$35K +$20.7K +237 +145%
ST
780
Smithfield Trust
Pennsylvania
$34K – – –
AP
781
Atwood & Palmer
Missouri
$34K +$3.51K +40 +11%
KF
782
Krilogy Financial
Missouri
$32K -$164K -1,925 -84%
HI
783
Hudock Inc
Pennsylvania
$32K +$32K +379 New
Lazard Asset Management
784
Lazard Asset Management
New York
$31K – – –
CB
785
Community Bank
New York
$30K – – –
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$30K +$20.6K +240 +218%
PCTC
787
Perkins Coie Trust Company
Washington
$28K – – –
RFA
788
Reilly Financial Advisors
California
$28K – – –
AA
789
AlphaMark Advisors
Kentucky
$26K – – –
WAM
790
Watermark Asset Management
California
$26K +$1.13K +13 +5%
PCP
791
Proficio Capital Partners
Massachusetts
$26K +$2.27K +25 +10%
JCM
792
Jacobi Capital Management
Pennsylvania
$25K +$25K +280 New
GWS
793
Glassman Wealth Services
Virginia
$24K +$11.8K +135 +97%
Carson Wealth (CWM LLC)
794
Carson Wealth (CWM LLC)
Nebraska
$23K +$1.71K +20 +8%
CPIG
795
Chicago Partners Investment Group
Illinois
$23K +$23K +306 New
MCM
796
Manchester Capital Management
Vermont
$22K – – –
PFGIA
797
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +233 New
ATC
798
Adirondack Trust Company
New York
$20K -$8.26K -95 -29%
ANBT
799
American National Bank & Trust
Texas
$19K – – –
MA
800
MUFG Americas
New York
$18K – – –
30 31
32
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