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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 %
MMA
501
Miracle Mile Advisors
California
$4.18M – – –
DY
502
Dowling & Yahnke
California
$4.1M -$116K -731 -3%
CWM
503
Cabot Wealth Management
Massachusetts
$4.09M -$636 -4 -0%
ASN
504
Advisory Services Network
Georgia
$4.08M -$848K -5,331 -17%
PCR
505
Potrero Capital Research
California
$4.03M – – –
WTC
506
WhitTier Trust Company
Nevada
$4.03M +$84.4K +531 +2%
MS
507
Maven Securities
Jersey
$4.03M +$4.03M +25,193 New
UFF
508
USA Financial Formulas
Michigan
$4.01M +$827K +6,062 +26%
VF
509
Virtu Financial
New York
$4M +$4M +25,170 New
JCP
510
Jabre Capital Partners
Switzerland
$3.98M -$795K -5,000 -17%
Nomura Holdings
511
Nomura Holdings
Japan
$3.77M -$29.7M -185,865 -89%
BOS
512
Bingham Osborn & Scarborough
California
$3.75M -$30.5K -192 -0.8%
NCM
513
Northstar Capital Management
New York
$3.72M – – –
NPT
514
Nixon Peabody Trust
Massachusetts
$3.71M +$296K +1,863 +9%
DT
515
Diversified Trust
Tennessee
$3.7M -$220K -1,385 -6%
BFO
516
Boston Family Office
Massachusetts
$3.69M +$514K +3,233 +16%
GCM
517
Graham Capital Management
Connecticut
$3.62M +$2.37M +14,880 +188%
CSS
518
Cubist Systematic Strategies
Connecticut
$3.59M -$209K -1,313 -5%
PG
519
Pendal Group
Australia
$3.57M -$406K -2,553 -10%
AC
520
Athanor Capital
New York
$3.56M +$3.56M +22,380 New
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
$3.55M +$2.31M +14,548 +187%
WSCM
522
Wellington Shields Capital Management
New York
$3.52M +$777K +4,883 +28%
SPM
523
Symmetry Peak Management
Pennsylvania
$3.5M +$3.5M +22,000 New
SIC
524
Salem Investment Counselors
North Carolina
$3.48M -$73K -459 -2%
BCA
525
Bray Capital Advisors
Florida
$3.46M -$119K -748 -3%
19 20
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