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Salesforce
CRM

Overview Fund Activity

844 hedge funds and large institutions have $50.6B invested in Salesforce in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 331 increasing their positions, 314 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+32
Holders Change %
+3.94%
% of All Funds
21.04%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.92%
New
113
Increased
331
Reduced
314
Closed
68
Calls
$1.12B
Puts
$652M
Net Calls
+$465M
Net Calls Change
+$599M

Top Buyers

1
BlackRock
BlackRock
New York
$3.09B
2
TP
Third Point
New York
$247M
3
Viking Global Investors
Viking Global Investors
Connecticut
$214M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$803M
5
JHIU
Janus Henderson Investors US
Colorado
$927M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.7B
2
CM
Corvex Management
New York
$107M
3
JP
Jana Partners
New York
$147M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.32B
5
Sands Capital Management
Sands Capital Management
Virginia
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
801
Glassman Wealth Services
Virginia
$11K +$7.12K +90 +184%
SSA
802
South Street Advisors
New York
$10.9K +$48 +580 +0.4%
RIM
803
Ranger Investment Management
Texas
$10K -$1.37K -17 -12%
GWM
804
Geneos Wealth Management
Colorado
$10K – – –
FMII
805
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
AIM
806
Arcadia Investment Management
Michigan
$9K +$9K +108 New
OFW
807
Omnia Family Wealth
Florida
$8K -$2.8K -35 -26%
PG
808
Patten Group
Tennessee
$8K – – –
AC
809
Alexandria Capital
Virginia
$8K – – –
NSB
810
Norway Savings Bank
Maine
$8K – – –
CJA
811
C-J Advisory
California
$8K – – –
FPS
812
Fieldpoint Private Securities
Connecticut
$8K +$8K +100 New
FMA
813
FNY Managed Accounts
New York
$8K +$8K +100 New
KTC
814
Kistler-Tiffany Companies
Pennsylvania
$8K +$8K +100 New
Walleye Trading
815
Walleye Trading
New York
$7.34K +$7.34K +88,938 New
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$7.26K +$1.65K +20 +29%
BBHC
817
Brown Brothers Harriman & Co
New York
$7K -$34.6K -420 -83%
BWM
818
Baystate Wealth Management
Massachusetts
$7K +$3.33K +40 +91%
M
819
MOTCO
Texas
$7K +$7K +86 New
ADL
820
Asset Dedication LLC
California
$6K -$3.16K -40 -34%
QAM
821
QCI Asset Management
New York
$6K +$6K +70 New
ABFS
822
Appropriate Balance Financial Services
Washington
$5.82K -$70.5K -5,817 -92%
TSW
823
Thompson Siegel & Walmsley
Virginia
$5K -$40.5K -454 -89%
MCM
824
MV Capital Management
Maryland
$5K – – –
CCM
825
Cribstone Capital Management
Maine
$5K – – –
31 32
33
34 35