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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
BlackRock
BlackRock
New York
+$297M
4
UBS AM
UBS AM
Illinois
+$251M
5
Tiger Global Management
Tiger Global Management
New York
+$176M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$548M
2
LPC
Lone Pine Capital
Connecticut
-$497M
3
Citadel Advisors
Citadel Advisors
Florida
-$409M
4
State Street
State Street
Massachusetts
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFAM
451
North Fourth Asset Management
New Jersey
$3.49M +$3.49M +30,000 New
KIA
452
KCM Investment Advisors
California
$3.44M +$1.08M +9,287 +46%
WWM
453
Willingdon Wealth Management
North Carolina
$3.42M +$180K +1,551 +6%
CCG
454
Cypress Capital Group
Florida
$3.42M +$346K +2,974 +11%
SSB
455
Sandy Spring Bank
Maryland
$3.4M +$217K +1,864 +7%
CI
456
Cigna Investments
Connecticut
$3.4M -$5.35K -46 -0.2%
SLI
457
Sumitomo Life Insurance
Japan
$3.39M -$149K -1,283 -4%
CCM
458
Chilton Capital Management
Texas
$3.38M +$1.06M +9,121 +46%
CWM
459
Catamount Wealth Management
Connecticut
$3.29M +$6.4K +55 +0.2%
NRS
460
Neville Rodie & Shaw
New York
$3.27M +$6.05K +52 +0.2%
KeyBank National Association
461
KeyBank National Association
Ohio
$3.23M +$827K +7,110 +34%
WB
462
Webster Bank
Connecticut
$3.2M +$319K +2,740 +11%
LMGAM
463
Liberty Mutual Group Asset Management
Massachusetts
$3.17M – – –
CCM
464
Crossvault Capital Management
Texas
$3.17M +$738K +6,350 +30%
DY
465
Dowling & Yahnke
California
$3.14M +$22.1K +190 +0.7%
UB
466
UMB Bank
Missouri
$3.12M +$885K +7,610 +40%
EWM
467
Evercore Wealth Management
New York
$3.1M -$40.7K -350 -1%
SF
468
Synovus Financial
Georgia
$3.09M +$380K +3,262 +14%
PP
469
Paloma Partners
Connecticut
$3.07M -$484K -4,160 -14%
MMA
470
Miracle Mile Advisors
California
$3.06M +$3.06M +26,309 New
PG
471
Pendal Group
Australia
$3.03M -$65K -559 -2%
BCMO
472
Buckingham Capital Management (Ohio)
Ohio
$3.02M +$259K +2,225 +9%
CWM
473
Cabot Wealth Management
Massachusetts
$2.99M -$41.6K -358 -1%
ASN
474
Advisory Services Network
Georgia
$2.93M +$677K +5,817 +30%
SIMG
475
Stephens Investment Management Group
Texas
$2.88M -$388K -3,339 -12%
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