CRM icon

Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
476
Prelude Capital Management
New York
$3.66M +$3.17M +23,235 +653%
UB
477
UMB Bank
Missouri
$3.64M -$24.4K -179 -0.7%
EWM
478
Evercore Wealth Management
New York
$3.63M -$7.64K -56 -0.2%
TCOV
479
Trust Company of Vermont
Vermont
$3.63M +$429K +3,148 +13%
CI
480
Cigna Investments
Connecticut
$3.62M -$359K -2,635 -9%
DY
481
Dowling & Yahnke
California
$3.62M -$68.8K -504 -2%
MMA
482
Miracle Mile Advisors
California
$3.59M – – –
NEI
483
Northwest & Ethical Investments
Ontario, Canada
$3.54M +$3.54M +25,923 New
GHCM
484
Glen Harbor Capital Management
California
$3.53M +$959K +7,028 +37%
CWM
485
Cabot Wealth Management
Massachusetts
$3.51M -$3.41K -25 -0.1%
Susquehanna International Group
486
Susquehanna International Group
Pennsylvania
$3.5M -$12.3M -89,837 -78%
PCR
487
Potrero Capital Research
California
$3.46M +$145K +1,064 +4%
Marshall Wace
488
Marshall Wace
United Kingdom
$3.45M -$1.74M -12,779 -34%
LWCA
489
Locust Wood Capital Advisers
New York
$3.45M +$3.45M +25,300 New
JCM
490
Jafra Capital Management
New York
$3.41M +$3.41M +25,000 New
PG
491
Pendal Group
Australia
$3.41M -$146K -1,071 -4%
UCFA
492
United Capital Financial Advisors
Texas
$3.4M +$551K +4,039 +19%
GXMC
493
Global X Management Company
New York
$3.4M +$2.07M +15,176 +156%
B
494
Barings
North Carolina
$3.39M -$1.27M -9,319 -27%
WTC
495
WhitTier Trust Company
Nevada
$3.38M +$70.1K +514 +2%
DT
496
Diversified Trust
Tennessee
$3.37M +$1.09K +8 +0%
Nuveen Asset Management
497
Nuveen Asset Management
Illinois
$3.35M +$166K +1,220 +5%
SPIA
498
Steward Partners Investment Advisory
New York
$3.33M +$202K +1,478 +6%
LS
499
Livforsakringsbolaget Skandia
Sweden
$3.29M +$1.56M +11,410 +90%
Koshinski Asset Management
500
Koshinski Asset Management
Illinois
$3.29M +$200K +1,468 +6%
18 19
20
21 22