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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 %
BFO
526
Boston Family Office
Massachusetts
$2.72M +$189K +1,383 +7%
UFF
527
USA Financial Formulas
Michigan
$2.72M -$21.5K -185 -0.8%
DWM
528
Dakota Wealth Management
Florida
$2.65M +$97.4K +714 +4%
WAS
529
Winch Advisory Services
Wisconsin
$2.64M +$2.64M +19,352 New
PIM
530
Partner Investment Management
California
$2.61M +$651K +4,770 +33%
MFS
531
Monetta Financial Services
Illinois
$2.59M +$205K +1,500 +9%
CPIM
532
Columbia Partners Investment Management
Virginia
$2.59M -$4.28M -31,376 -62%
PAM
533
Panagora Asset Management
Massachusetts
$2.58M -$2.13M -15,621 -45%
BCM
534
Bayesian Capital Management
New York
$2.58M +$19K +139 +0.7%
MERSOM
535
Municipal Employees' Retirement System of Michigan
Michigan
$2.55M +$98.2K +720 +4%
PAM
536
Private Asset Management
California
$2.51M +$25.9K +190 +1%
PA
537
Parallel Advisors
California
$2.48M +$186K +1,367 +8%
CC
538
ClearArc Capital
Ohio
$2.46M +$73.2K +537 +3%
MML Investors Services
539
MML Investors Services
Massachusetts
$2.44M +$756K +5,545 +45%
CI
540
Conning Inc
Connecticut
$2.43M -$61.4K -450 -2%
OCM
541
Oribel Capital Management
New York
$2.43M -$8.66M -63,500 -78%
SIMG
542
Stephens Investment Management Group
Texas
$2.42M -$927K -6,861 -28%
MC
543
Moors & Cabot
Massachusetts
$2.4M +$149K +1,095 +7%
CBT
544
Central Bank & Trust
Kentucky
$2.4M -$124K -909 -5%
FWM
545
Frontier Wealth Management
Missouri
$2.37M +$256K +1,875 +12%
CB
546
Commerce Bank
Missouri
$2.37M +$1.48M +10,835 +166%
Connor, Clark & Lunn Investment Management (CC&L)
547
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.36M +$2.36M +17,300 New
WSCM
548
Wellington Shields Capital Management
New York
$2.35M +$341K +2,500 +17%
RCM
549
Riverhead Capital Management
Delaware
$2.35M +$845K +6,197 +56%
CWM
550
Calamos Wealth Management
Illinois
$2.34M +$319K +2,337 +16%
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