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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
376
Moody Lynn & Lieberson
Massachusetts
$9.42M -$1.16M -7,324 -11%
DCM
377
Decatur Capital Management
Georgia
$9.3M +$9.3M +58,450 New
LTFS
378
Ladenburg Thalmann Financial Services
Florida
$9.17M +$2.53M +15,929 +38%
OC
379
Oppenheimer & Co
New York
$9.15M -$359K -2,257 -4%
KLWA
380
Kelly Lawrence W & Associates
California
$9.14M +$159K +1,000 +2%
PP
381
PDT Partners
New York
$8.96M -$5.77M -36,258 -39%
Hudson Bay Capital Management
382
Hudson Bay Capital Management
Connecticut
$8.86M -$8.19M -51,497 -48%
Simplex Trading
383
Simplex Trading
Illinois
$8.71M +$8.71M +54,765 New
Creative Planning
384
Creative Planning
Kansas
$8.64M +$350K +2,202 +4%
RFC
385
Regions Financial Corp
Alabama
$8.52M +$112K +702 +1%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$8.47M +$3.19M +20,062 +60%
EVM
387
Evelyn V. Moreno
$8.4M -$282K -1,775 -3%
AHC
388
Adell Harriman & Carpenter
Texas
$8.37M -$519K -3,264 -6%
Connor, Clark & Lunn Investment Management (CC&L)
389
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.28M +$5.53M +34,750 +201%
UOC
390
UBS O'Connor
Illinois
$8.22M -$4.67M -29,339 -36%
NP
391
NS Partners
United Kingdom
$8.19M +$8.19M +51,507 New
SCM
392
Sanoor Capital Management
Connecticut
$8.19M +$8.19M +51,500 New
GIM
393
Grassi Investment Management
California
$8.16M +$23.1K +145 +0.3%
OA
394
Oak Associates
Ohio
$8.13M -$319K -2,005 -4%
WAM
395
World Asset Management
Michigan
$8.04M +$432K +2,717 +6%
RIM
396
Redpoint Investment Management
Australia
$7.99M +$280K +1,763 +4%
SIM
397
Sentry Investment Management
Wisconsin
$7.99M +$576K +3,619 +8%
CI
398
Cowen Inc
New York
$7.96M -$5.64M -35,449 -41%
Pacer Advisors
399
Pacer Advisors
Pennsylvania
$7.95M +$2.72M +17,122 +52%
CAM
400
Congress Asset Management
Massachusetts
$7.93M +$49.1K +309 +0.6%
14 15
16
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