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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 %
LSA
451
L & S Advisors
California
$5.63M +$1.9M +11,969 +51%
SSB
452
Sandy Spring Bank
Maryland
$5.59M +$544K +3,421 +11%
UB
453
UMB Bank
Missouri
$5.56M +$1.32M +8,284 +31%
CWM
454
Catamount Wealth Management
Connecticut
$5.56M +$367K +2,305 +7%
IVMX
455
Institutional Venture Management XV
California
$5.53M – – –
EOJOAM
456
E. Ohman J:or Asset Management
Sweden
$5.4M +$668K +4,200 +14%
CIM
457
Contravisory Investment Management
Massachusetts
$5.39M -$216K -1,356 -4%
KIP
458
Kayak Investment Partners
California
$5.37M – – –
AAF
459
Andra AP-fonden
Sweden
$5.36M -$1.21M -7,600 -18%
AF
460
Arrow Financial
New York
$5.25M -$554K -3,482 -10%
PCM
461
Parsons Capital Management
Rhode Island
$5.21M -$6.04K -38 -0.1%
DAM
462
Deltec Asset Management
New York
$5.17M -$795K -5,000 -13%
KRS
463
Kentucky Retirement Systems
Kentucky
$5.13M +$362K +2,277 +8%
BP
464
Broadleaf Partners
Ohio
$5.1M -$84.4K -531 -2%
Nuveen Asset Management
465
Nuveen Asset Management
Illinois
$5.1M +$1.19M +7,512 +31%
Mackenzie Financial
466
Mackenzie Financial
Ontario, Canada
$5.08M +$4.03M +25,313 +381%
SF
467
Synovus Financial
Georgia
$5.04M -$14.2K -89 -0.3%
PAG
468
Private Advisor Group
New Jersey
$5.02M +$3.04M +19,110 +154%
PA
469
Pinnacle Associates
New York
$4.95M -$636K -4,000 -11%
CIA
470
Capital Impact Advisors
Massachusetts
$4.95M – – –
BAS
471
Brown Advisory Securities
Maryland
$4.92M -$276K -1,732 -5%
NIMI
472
Natixis Investment Managers International
France
$4.92M +$280K +1,759 +6%
ECM
473
Element Capital Management
New York
$4.92M +$4.92M +30,909 New
SC
474
Scholtz & Company
Connecticut
$4.9M -$186K -1,170 -4%
RA
475
RiverPark Advisors
New York
$4.9M +$1.59M +10,019 +48%
17 18
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