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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 %
BCP
501
Blackhawk Capital Partners
Wisconsin
$2.44M +$197K +1,694 +9%
SC
502
Scholtz & Company
Connecticut
$2.44M +$2.44M +21,007 New
MAM
503
Mastrapasqua Asset Management
Tennessee
$2.43M -$257K -2,211 -10%
UCFA
504
United Capital Financial Advisors
Texas
$2.43M +$361K +3,104 +17%
NPT
505
Nixon Peabody Trust
Massachusetts
$2.41M -$9.31K -80 -0.4%
MYAM
506
Meiji Yasuda Asset Management
Japan
$2.4M +$192K +1,650 +9%
TFCM
507
Taylor Frigon Capital Management
Arizona
$2.39M +$27K +232 +1%
FDS
508
Freedom Day Solutions
Texas
$2.39M -$87K -748 -4%
QI
509
QS Investors
New York
$2.38M – – –
HH
510
HWG Holdings
Texas
$2.37M +$2.05M +17,594 +633%
HT
511
HAP Trading
New York
$2.36M +$463K +3,978 +24%
EOJOAM
512
E. Ohman J:or Asset Management
Sweden
$2.34M -$145K -1,250 -6%
GAM
513
Gemmer Asset Management
California
$2.33M – – –
QIM
514
Quest Investment Management
Oregon
$2.33M +$22.1K +190 +1%
BTS
515
BB&T Securities
Virginia
$2.3M +$266K +2,289 +13%
PWP
516
Private Wealth Partners
California
$2.28M +$174K +1,494 +8%
LP
517
LMR Partners
United Kingdom
$2.25M – – –
Simplex Trading
518
Simplex Trading
Illinois
$2.21M +$2.21M +19,012 New
LBC
519
Lawrence B. Cohen
$2.2M +$5.23K +45 +0.2%
GHCM
520
Glen Harbor Capital Management
California
$2.2M +$329K +2,828 +18%
BCM
521
Bayesian Capital Management
New York
$2.19M +$2.19M +18,800 New
DWM
522
Dakota Wealth Management
Florida
$2.18M +$46.5K +400 +2%
CIBC World Market
523
CIBC World Market
Ontario, Canada
$2.17M +$1.2M +10,284 +123%
BFO
524
Boston Family Office
Massachusetts
$2.16M +$691K +5,946 +47%
IP
525
Intellectus Partners
California
$2.16M -$730K -6,276 -25%
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