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Salesforce
CRM

Overview Fund Activity

534 hedge funds and large institutions have $36.2B invested in Salesforce in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
15.43%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.52%
New
63
Increased
216
Reduced
193
Closed
50
Calls
$597M
Puts
$526M
Net Calls
+$70.6M
Net Calls Change
-$16.4M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.67B
2
JHIU
2
Janus Henderson Investors US
Colorado
$291M
3
MCM
3
Marsico Capital Management
Colorado
$344M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.22B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$464M

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$1.56B
2
Capital World Investors
2
Capital World Investors
California
$1.4B
3
Goldman Sachs
3
Goldman Sachs
New York
$165M
4
IIS
4
Ignis Investment Services
United Kingdom
$266M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$7.68M +$1.26M +22,057 +20%
ASC
202
Atalanta Sosnoff Capital
New York
$7.64M -$23.4M -409,999 -75%
BAMCO Inc
203
BAMCO Inc
New York
$7.57M +$403K +7,059 +6%
RFC
204
Regions Financial Corp
Alabama
$7.51M -$822K -14,395 -10%
AG
205
Aperio Group
California
$7.26M +$7.26M +127,190 New
CCMH
206
Cornerstone Capital Management Holdings
New York
$7.21M -$367K -6,427 -5%
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$7.19M -$4.16M -72,892 -37%
SSA
208
South Street Advisors
New York
$7.19M +$172K +3,010 +2%
DSA
209
Davis Selected Advisers
Arizona
$7.07M +$268K +4,688 +4%
MJRIC
210
Mogy Joel R Investment Counsel
California
$7.07M -$20K -350 -0.3%
DILH
211
Dai-ichi Life Holdings
Japan
$6.95M -$201K -3,527 -3%
Royal London Asset Management
212
Royal London Asset Management
United Kingdom
$6.84M -$126K -2,357 -2%
DIA
213
Denver Investment Advisors
Colorado
$6.77M +$2.52M +44,112 +59%
ProShare Advisors
214
ProShare Advisors
Maryland
$6.61M +$526K +9,218 +9%
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$6.38M +$417K +7,311 +7%
GIA
216
Gateway Investment Advisers
Ohio
$6.26M -$283K -4,952 -4%
OFC
217
Open Field Capital
United States
$6.22M +$160K +2,804 +3%
PIM
218
Partner Investment Management
California
$6.22M -$4.07M -71,284 -40%
QI
219
Qualcomm Inc
California
$6.21M – – –
UB
220
UMB Bank
Missouri
$6.21M +$370K +6,476 +6%
ACM
221
Advent Capital Management
New York
$6.18M +$6.18M +108,200 New
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.14M +$94.3K +1,652 +2%
FP
223
Foundry Partners
Minnesota
$6.11M +$133K +2,325 +2%
SI
224
Stephens Inc
Arkansas
$6.11M +$426K +7,463 +7%
DCM
225
Driehaus Capital Management
Illinois
$6.1M -$3.79M -66,366 -38%
7 8
9
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