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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
526
Ostrum Asset Management
France
$4.6M +$430K +2,717 +10%
ECM
527
Exchange Capital Management
Michigan
$4.57M +$849K +5,359 +23%
MME
528
Meag Munich Ergo
Germany
$4.54M +$4.54M +29,248 New
SCA
529
Sander Capital Advisors
Washington
$4.51M +$4.51M +28,462 New
PL
530
Parkwood LLC
Ohio
$4.48M +$4.48M +28,285 New
WTC
531
WhitTier Trust Company
Nevada
$4.44M +$561K +3,540 +14%
TEC
532
Tiger Eye Capital
Tennessee
$4.43M – – –
DWM
533
Dakota Wealth Management
Florida
$4.4M +$1.19M +7,501 +37%
WI
534
Wafra Inc
New York
$4.39M +$4.39M +27,702 New
RA
535
RiverPark Advisors
New York
$4.38M – – –
BTS
536
BB&T Securities
Virginia
$4.36M -$339K -2,143 -7%
SLI
537
Sumitomo Life Insurance
Japan
$4.35M -$492K -3,105 -10%
WF
538
WealthTrust Fairport
Ohio
$4.33M +$1.04M +6,571 +32%
NPT
539
Nixon Peabody Trust
Massachusetts
$4.32M +$592K +3,738 +16%
CMI
540
Cider Mill Investments
Connecticut
$4.31M -$2.25M -14,200 -34%
HVIA
541
Hudson Valley Investment Advisors
New York
$4.28M +$690K +4,355 +19%
DY
542
Dowling & Yahnke
California
$4.22M +$153K +966 +4%
SPC
543
Sigma Planning Corp
Michigan
$4.21M +$1.18M +7,444 +39%
PAG
544
Private Advisor Group
New Jersey
$4.2M +$2.05M +12,941 +95%
LCAM
545
Lee Capital Asset Management
New York
$4.2M -$546K -3,450 -12%
FHB
546
First Hawaiian Bank
Hawaii
$4.18M +$1.19M +7,498 +40%
BCM
547
Barometer Capital Management
Ontario, Canada
$4.18M -$172K -1,085 -4%
ECM
548
ETrade Capital Management
Virginia
$4.17M +$205K +1,292 +5%
CIA
549
Capital Impact Advisors
Massachusetts
$4.15M – – –
RCM
550
Riverhead Capital Management
Delaware
$4.09M +$576K +3,638 +16%
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