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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
451
IberiaBank
Louisiana
$5.46M +$2.87M +20,987 +111%
CA
452
Cetera Advisors
Colorado
$5.44M +$4.61M +33,659 +554%
SCM
453
Silvant Capital Management
Georgia
$5.43M -$1.1M -8,000 -17%
VCP
454
Vernier Capital Partners
New York
$5.4M +$5.4M +39,400 New
SIA
455
Sit Investment Associates
Minnesota
$5.39M -$434K -3,165 -7%
OI
456
Oakbrook Investments
Illinois
$5.33M +$219K +1,600 +4%
Nomura Holdings
457
Nomura Holdings
Japan
$5.26M +$2.03M +14,866 +63%
SICM
458
Sustainable Insight Capital Management
New York
$5.23M -$768K -5,609 -13%
PWM
459
Patriot Wealth Management
Texas
$5.22M +$5.22M +38,116 New
PWM
460
Perigon Wealth Management
California
$5.14M +$543K +3,625 +12%
NRS
461
Neville Rodie & Shaw
New York
$5.13M +$35.9K +262 +0.7%
KIA
462
KCM Investment Advisors
California
$5.09M -$46K -336 -0.9%
CCG
463
Cypress Capital Group
Florida
$5.05M -$30.8K -225 -0.6%
CCM
464
Crossvault Capital Management
Texas
$4.94M +$923K +6,735 +23%
AAM
465
Advisors Asset Management
Colorado
$4.88M -$336K -2,451 -6%
CIP
466
Chartwell Investment Partners
Pennsylvania
$4.87M +$822K +6,001 +20%
PWP
467
Private Wealth Partners
California
$4.86M +$694K +5,070 +17%
LWM
468
Lyell Wealth Management
California
$4.85M -$90.4K -660 -2%
BAMCO Inc
469
BAMCO Inc
New York
$4.78M -$200K -1,462 -4%
UCFA
470
United Capital Financial Advisors
Texas
$4.74M +$763K +5,570 +19%
GAM
471
Grandview Asset Management
Pennsylvania
$4.74M +$4.74M +34,582 New
CRC
472
Curi RMB Capital
Illinois
$4.7M +$602K +4,393 +15%
SCM
473
Sanoor Capital Management
Connecticut
$4.69M -$2.37M -17,278 -34%
CWM
474
Calamos Wealth Management
Illinois
$4.66M +$2.01M +14,693 +76%
KIP
475
Kayak Investment Partners
California
$4.63M – – –
17 18
19
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