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Salesforce
CRM

Overview Fund Activity

762 hedge funds and large institutions have $43B invested in Salesforce in 2016 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.34%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
87
Increased
312
Reduced
294
Closed
82
Calls
$612M
Puts
$337M
Net Calls
+$275M
Net Calls Change
-$367M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$617M
3
SCP
3
Soroban Capital Partners
New York
$290M
4
Ameriprise
4
Ameriprise
Minnesota
$581M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$1.8B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$498M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$236M
3
Deutsche Bank
3
Deutsche Bank
Germany
$71.3M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$512M
5
MCM
5
Marsico Capital Management
Colorado
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
826
Columbia Pacific Advisors
Washington
– -$235K -2,993 Closed
SBIA
827
Sheaff Brock Investment Advisors
Indiana
– -$221K -2,818 Closed
SS
828
Simplicity Solutions
Minnesota
– -$218K -2,775 Closed
BCM
829
Beck Capital Management
Texas
– -$216K -2,750 Closed
OWD
830
Osborn Williams & Donohoe
Ohio
– -$204K -2,600 Closed
Mariner
831
Mariner
Kansas
– -$203K -2,588 Closed
GLRA
832
Gerald L. Ray & Associates
Texas
– -$202K -2,575 Closed
HTHT
833
Hemenway Trust Hemenway Trust
New Hampshire
– -$157K -1,998 Closed
IC
834
IKOS CIF
Cyprus
– -$175K -1,954 Closed
CG
835
Colony Group
Massachusetts
– -$144K -1,835 Closed
HA
836
Harfst & Associates
Wyoming
– -$142K -1,815 Closed
SC
837
Saturna Capital
Washington
– -$138K -1,763 Closed
AIA
838
Allegis Investment Advisors
Idaho
– -$83K -1,057 Closed
CCS
839
Crosspoint Capital Strategies
California
– -$46K -774 Closed
ACS
840
Archford Capital Strategies
Illinois
– -$53K -671 Closed
NFM
841
North Forty Management
Washington
– -$28K -360 Closed
LWA
842
Lenox Wealth Advisors
New York
– -$12K -157 Closed
WOC
843
West Oak Capital
California
– -$7.84K -100 Closed
AFP
844
Ausdal Financial Partners
Iowa
– -$8K -100 Closed
MFBTD
845
MB Financial Bank - Trust Department
Illinois
– -$4K -47 Closed
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