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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
401
Chemung Canal Trust
New York
$2.9M +$2.9M +28,322 New
CWM
402
Catamount Wealth Management
Connecticut
$2.89M +$370K +3,615 +15%
CRC
403
Curi RMB Capital
Illinois
$2.88M +$933K +9,127 +48%
SIMG
404
Stephens Investment Management Group
Texas
$2.87M -$5.73K -56 -0.2%
NRS
405
Neville Rodie & Shaw
New York
$2.87M +$414K +4,050 +17%
WWM
406
Willingdon Wealth Management
North Carolina
$2.85M +$82K +802 +3%
AAF
407
Andra AP-fonden
Sweden
$2.8M – – –
SSB
408
Sandy Spring Bank
Maryland
$2.8M +$48K +470 +2%
LMGAM
409
Liberty Mutual Group Asset Management
Massachusetts
$2.78M -$8.47M -82,867 -75%
EWM
410
Evercore Wealth Management
New York
$2.76M -$29.1K -285 -1%
DY
411
Dowling & Yahnke
California
$2.74M +$13K +127 +0.5%
PG
412
Pendal Group
Australia
$2.72M – – –
TFA
413
Transamerica Financial Advisors
Florida
$2.71M -$208K -2,030 -7%
CCG
414
Cypress Capital Group
Florida
$2.7M -$307K -3,000 -10%
CWM
415
Cabot Wealth Management
Massachusetts
$2.67M -$103K -1,006 -4%
CIA
416
Capital Impact Advisors
Massachusetts
$2.64M – – –
Pacer Advisors
417
Pacer Advisors
Pennsylvania
$2.64M +$1.15M +11,214 +77%
WIA
418
Wealthstreet Investment Advisors
Texas
$2.62M +$2.62M +25,580 New
SIA
419
Sit Investment Associates
Minnesota
$2.54M +$727K +7,115 +40%
IP
420
Intellectus Partners
California
$2.54M -$55.8K -546 -2%
CM
421
Crestline Management
Texas
$2.54M +$83.4K +816 +3%
WB
422
Webster Bank
Connecticut
$2.53M -$78.2K -765 -3%
DT
423
Diversified Trust
Tennessee
$2.52M – – –
VCM
424
Venator Capital Management
Ontario, Canada
$2.5M -$1.16M -11,300 -32%
Twin Tree Management
425
Twin Tree Management
Texas
$2.49M +$2.49M +24,332 New
15 16
17
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