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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 %
KCM
551
Karp Capital Management
California
$1.84M +$418K +3,595 +29%
KRSITF
552
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.83M -$292K -2,514 -14%
STA
553
Summit Trail Advisors
New York
$1.82M +$127K +1,001 +8%
ECM
554
Everence Capital Management
Indiana
$1.81M – – –
FWM
555
Frontier Wealth Management
Missouri
$1.8M +$1.07M +9,215 +146%
UR
556
USCA RIA
Texas
$1.8M +$1.8M +15,485 New
MYLI
557
Meiji Yasuda Life Insurance
Japan
$1.79M -$400K -3,440 -18%
HCA
558
Harbour Capital Advisors
Virginia
$1.78M -$60.8K -523 -3%
LFAS
559
Level Four Advisory Services
Texas
$1.78M -$137K -1,176 -7%
WAOTB
560
Wealth Advisors of Tampa Bay
Florida
$1.73M +$28.5K +245 +2%
SEC
561
Seven Eight Capital
New York
$1.73M +$1.04M +8,900 +148%
CWM
562
Calamos Wealth Management
Illinois
$1.73M -$33.3K -286 -2%
MCIM
563
Meadow Creek Investment Management
Georgia
$1.72M +$258K +2,222 +18%
WSCM
564
Wellington Shields Capital Management
New York
$1.72M – – –
CNC
565
Citizens & Northern Corp
Pennsylvania
$1.7M -$42.7K -367 -2%
AF
566
Aldebaran Financial
$1.69M – – –
PIM
567
Partner Investment Management
California
$1.67M -$809K -6,956 -33%
PP
568
Prudential plc
United Kingdom
$1.67M -$24.8K -213 -1%
PAM
569
Pegasus Asset Management
New York
$1.67M +$168K +1,440 +11%
AIP
570
Ameritas Investment Partners
Nebraska
$1.65M -$77.2K -664 -4%
FB
571
Fulton Bank
Pennsylvania
$1.65M -$196K -1,683 -11%
BCM
572
Boltwood Capital Management
California
$1.57M -$24.8K -213 -2%
GFPC
573
Global Financial Private Capital
Florida
$1.56M +$57.1K +491 +4%
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$1.56M +$107K +916 +7%
TAM
575
Tiverton Asset Management
Delaware
$1.55M +$694K +5,972 +81%
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