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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 %
PWM
476
Perigon Wealth Management
California
$4.88M +$262K +1,647 +6%
HCM
477
Highbridge Capital Management
New York
$4.85M +$4.85M +30,509 New
MC
478
Mathes Company
New York
$4.84M -$590K -3,712 -11%
CTC
479
Central Trust Company
Missouri
$4.84M +$1.13M +7,102 +30%
PWP
480
Private Wealth Partners
California
$4.83M +$108K +676 +2%
BCMO
481
Buckingham Capital Management (Ohio)
Ohio
$4.78M +$368K +2,312 +8%
PWS
482
Peloton Wealth Strategists
Indiana
$4.77M -$79.5K -500 -2%
CRC
483
Curi RMB Capital
Illinois
$4.76M -$346K -2,176 -7%
TCOV
484
Trust Company of Vermont
Vermont
$4.75M +$525K +3,299 +12%
SLI
485
Sumitomo Life Insurance
Japan
$4.74M -$80.8K -508 -2%
CIP
486
Chartwell Investment Partners
Pennsylvania
$4.7M +$1.09M +6,861 +30%
CCM
487
Crossvault Capital Management
Texas
$4.66M +$116K +730 +3%
Truist Financial
488
Truist Financial
North Carolina
$4.66M +$365K +2,296 +9%
UCFA
489
United Capital Financial Advisors
Texas
$4.62M +$650K +4,086 +16%
WB
490
Webster Bank
Connecticut
$4.61M +$35.9K +226 +0.8%
Envestnet Asset Management
491
Envestnet Asset Management
Illinois
$4.51M -$6.9M -43,389 -60%
LMGAM
492
Liberty Mutual Group Asset Management
Massachusetts
$4.48M -$1.59M -10,005 -26%
BTS
493
BB&T Securities
Virginia
$4.48M +$916K +5,763 +26%
TEC
494
Tiger Eye Capital
Tennessee
$4.45M -$1.34M -8,416 -23%
PP
495
Prudential plc
United Kingdom
$4.4M -$1.45M -9,092 -25%
KWMG
496
King Wealth Management Group
Florida
$4.33M +$4.33M +27,205 New
ECM
497
ETrade Capital Management
Virginia
$4.31M +$534K +3,360 +14%
EWM
498
Evercore Wealth Management
New York
$4.27M +$33.6K +211 +0.8%
SG Americas Securities
499
SG Americas Securities
New York
$4.27M -$8.37M -52,618 -66%
SGM
500
Skye Global Management
Florida
$4.21M -$6.04M -38,000 -59%
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