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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 %
BFM
551
Boothbay Fund Management
New York
$2.33M -$189K -1,388 -8%
RCM
552
RB Capital Management
Nevada
$2.3M +$127K +930 +6%
KCM
553
Karp Capital Management
California
$2.29M +$125K +915 +6%
TRCT
554
Tower Research Capital (TRC)
New York
$2.27M +$2.27M +16,666 New
CC
555
Courier Capital
New York
$2.26M +$27.3K +200 +1%
ZCA
556
Zeke Capital Advisors
Pennsylvania
$2.23M +$48.6K +356 +2%
LBC
557
Lawrence B. Cohen
$2.22M -$355K -2,605 -14%
V
558
Veritable
Delaware
$2.22M +$46.5K +341 +2%
FIA
559
FNY Investment Advisers
New York
$2.22M +$2.22M +16,273 New
CWM
560
CMH Wealth Management
New Hampshire
$2.18M -$203K -1,445 -9%
SH
561
SeaTown Holdings
Singapore
$2.18M -$13.6M -100,000 -86%
HCA
562
Harbour Capital Advisors
Virginia
$2.17M +$16.4K +117 +0.8%
UR
563
USCA RIA
Texas
$2.15M +$34.1K +250 +2%
WAOTB
564
Wealth Advisors of Tampa Bay
Florida
$2.13M +$34.4K +245 +2%
ECM
565
Everence Capital Management
Indiana
$2.12M – – –
SL
566
Signition LP
New York
$2.12M +$2.12M +15,558 New
BFS
567
Bradley Foster & Sargent
Connecticut
$2.07M +$641K +4,704 +45%
CNC
568
Citizens & Northern Corp
Pennsylvania
$2.05M +$48.2K +353 +2%
LFAS
569
Level Four Advisory Services
Texas
$2.04M -$42K -308 -2%
IRF
570
IBM Retirement Fund
New York
$2.04M -$215K -1,580 -10%
HH
571
HWG Holdings
Texas
$2.03M -$752K -5,511 -27%
FCM
572
Flinton Capital Management
Pennsylvania
$2.02M +$548K +4,016 +37%
CC
573
Cedar Capital
Illinois
$2.02M +$582K +4,268 +41%
W
574
Wealthfront
California
$2M -$200K -1,470 -9%
AIMCA
575
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2M -$486K -3,566 -20%
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