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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 %
JIC
426
Johnson Investment Counsel
Ohio
$6.64M -$61.4K -386 -0.9%
GAM
427
Gemmer Asset Management
California
$6.57M +$3.38M +21,236 +106%
BC
428
Breakline Capital
New York
$6.55M +$6.55M +41,208 New
CAM
429
Cozad Asset Management
Illinois
$6.33M -$858K -5,395 -12%
TNB
430
Thomasville National Bank
Georgia
$6.32M +$305K +1,919 +5%
SCM
431
Suffolk Capital Management
New York
$6.29M -$1.65M -10,376 -21%
MAM
432
Myriad Asset Management
Hong Kong
$6.22M +$6.22M +39,100 New
SCA
433
Sander Capital Advisors
Washington
$6.12M +$5.56M +34,961 +997%
SFA
434
Sequoia Financial Advisors
Ohio
$6.11M +$42.1K +265 +0.7%
LPU
435
Lansdowne Partners (UK)
United Kingdom
$6.1M -$3.1M -19,500 -34%
AAM
436
Advisors Asset Management
Colorado
$6.05M +$35.9K +226 +0.6%
SPIA
437
Steward Partners Investment Advisory
New York
$6.05M +$2.16M +13,587 +56%
TC
438
Trust Company
Kansas
$5.97M +$247K +1,554 +4%
KIA
439
KCM Investment Advisors
California
$5.97M +$307K +1,933 +5%
OI
440
Oakbrook Investments
Illinois
$5.94M +$5.47M +34,400 +1,172%
II
441
IFM Investors
Australia
$5.92M +$988K +6,214 +20%
NRS
442
Neville Rodie & Shaw
New York
$5.91M +$841K +5,290 +17%
CCG
443
Cypress Capital Group
Florida
$5.89M +$377K +2,370 +7%
SPC
444
Sigma Planning Corp
Michigan
$5.83M +$1.11M +6,988 +24%
BAMCO Inc
445
BAMCO Inc
New York
$5.78M -$144K -904 -2%
VRS
446
Virginia Retirement Systems
Virginia
$5.74M +$111K +700 +2%
LWM
447
Lyell Wealth Management
California
$5.73M -$228K -1,435 -4%
CCMT
448
CMT Capital Markets Trading
Germany
$5.65M -$14.5M -90,995 -72%
Public Sector Pension Investment Board (PSP Investments)
449
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.65M -$668K -4,200 -11%
CAM
450
Centre Asset Management
New York
$5.63M +$5.63M +35,410 New
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