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Salesforce
CRM

Overview Fund Activity

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$338M
2
Millennium Management
Millennium Management
New York
+$211M
3
PC
PointState Capital
New York
+$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$117M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$301M
3
TCM
Tybourne Capital Management
Hong Kong
-$125M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
5
MNA
Manning & Napier Advisors
New York
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
526
American Financial Network Advisory Services
California
$988K +$988K +10,574 New
GT
527
Glenmede Trust
Pennsylvania
$977K +$28.8K +309 +3%
BFS
528
Bradley Foster & Sargent
Connecticut
$975K +$473K +5,060 +94%
GG
529
Gofen & Glossberg
Illinois
$969K +$43.7K +468 +5%
MC
530
Moors & Cabot
Massachusetts
$965K +$965K +10,355 New
Robeco Institutional Asset Management
531
Robeco Institutional Asset Management
Netherlands
$951K +$20.6K +220 +2%
MCIM
532
Meadow Creek Investment Management
Georgia
$945K -$1.3M -13,970 -58%
FAAS
533
First Allied Advisory Services
California
$944K -$158K -1,681 -14%
VIA
534
Vident Investment Advisory
Georgia
$944K +$944K +10,104 New
AO
535
Allen Operations
New York
$943K – – –
KCM
536
Karp Capital Management
California
$939K +$13.1K +140 +1%
RIL
537
Rothschild Investment LLC
Illinois
$938K +$938K +10,046 New
CG
538
Caprock Group
Idaho
$936K +$74.9K +802 +9%
ZB
539
Zions Bancorporation
Utah
$927K +$927K +9,932 New
OLA
540
Oliver Luxxe Assets
New Jersey
$915K +$10K +107 +1%
LMIM
541
Lockheed Martin Investment Management
Maryland
$906K -$999K -10,700 -52%
EP
542
Edgestream Partners
New Jersey
$904K -$1.17M -12,478 -56%
CAN
543
Cetera Advisor Networks
California
$889K +$24.8K +265 +3%
ARTA
544
A.R.T. Advisors
New York
$879K +$879K +9,410 New
IB
545
Intrust Bank
Kansas
$873K +$39.2K +420 +5%
WC
546
Wexford Capital
Florida
$859K – – –
QI
547
Quotient Investors
New York
$859K +$205K +2,200 +31%
TIA
548
Tiemann Investment Advisors
California
$854K – – –
FWM
549
Frontier Wealth Management
Missouri
$850K +$280K +3,000 +49%
YWP
550
YorkBridge Wealth Partners
New York
$845K +$21.5K +230 +3%
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