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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 %
DT
476
Diversified Trust
Tennessee
$2.87M +$1.4K +12 +0%
TFA
477
Transamerica Financial Advisors
Florida
$2.83M -$252K -2,166 -8%
PCR
478
Potrero Capital Research
California
$2.83M – – –
WTC
479
WhitTier Trust Company
Nevada
$2.82M +$141K +1,215 +5%
SW
480
SVB Wealth
Massachusetts
$2.81M +$923K +7,935 +49%
VCM
481
Venator Capital Management
Ontario, Canada
$2.78M -$58.1K -500 -2%
UFF
482
USA Financial Formulas
Michigan
$2.74M +$2.74M +23,526 New
TCOV
483
Trust Company of Vermont
Vermont
$2.73M +$203K +1,745 +8%
WIA
484
Wealthstreet Investment Advisors
Texas
$2.73M -$250K -2,150 -8%
Truist Financial
485
Truist Financial
North Carolina
$2.72M +$308K +2,651 +13%
Nuveen Asset Management
486
Nuveen Asset Management
Illinois
$2.71M +$744K +6,401 +38%
NCM
487
Northstar Capital Management
New York
$2.7M +$61.2K +526 +2%
PCM
488
Parsons Capital Management
Rhode Island
$2.7M -$69.8K -600 -3%
PWM
489
Perigon Wealth Management
California
$2.68M +$776K +6,675 +41%
CA
490
Cornerstone Advisors
North Carolina
$2.68M – – –
SPIA
491
Steward Partners Investment Advisory
New York
$2.67M +$154K +1,322 +6%
EP
492
Elkfork Partners
Oregon
$2.67M +$399K +3,434 +18%
BCA
493
Bray Capital Advisors
Florida
$2.65M -$45.4K -390 -2%
BOS
494
Bingham Osborn & Scarborough
California
$2.64M -$16.3K -140 -0.6%
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
$2.63M +$319K +2,739 +14%
SIC
496
Salem Investment Counselors
North Carolina
$2.59M – – –
RA
497
RiverPark Advisors
New York
$2.56M +$2.56M +21,978 New
Cambridge Investment Research Advisors
498
Cambridge Investment Research Advisors
Iowa
$2.47M +$508K +4,372 +26%
II
499
IFM Investors
Australia
$2.47M +$254K +2,181 +11%
ECM
500
ETrade Capital Management
Virginia
$2.46M +$470K +4,046 +24%
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