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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
551
Barings
North Carolina
$2.97M -$977K -6,146 -25%
LWS
552
Lucia Wealth Services
California
$2.97M -$304K -1,910 -9%
FB
553
Fulton Bank
Pennsylvania
$2.97M +$907K +5,700 +44%
PAM
554
Private Asset Management
California
$2.97M +$37.4K +235 +1%
CC
555
Cedar Capital
Illinois
$2.94M +$594K +3,732 +25%
SAM
556
Strategy Asset Managers
California
$2.94M +$2.94M +18,510 New
AIM
557
Allen Investment Management
New York
$2.9M +$766K +4,818 +36%
MML Investors Services
558
MML Investors Services
Massachusetts
$2.88M +$43.3K +272 +2%
KC
559
Kepos Capital
New York
$2.87M +$2.87M +18,018 New
CB
560
Commerce Bank
Missouri
$2.86M +$97.3K +612 +4%
FHB
561
First Hawaiian Bank
Hawaii
$2.84M +$2.84M +17,865 New
BTNA
562
Bremer Trust National Association
Minnesota
$2.84M +$630K +3,963 +29%
KCM
563
Karp Capital Management
California
$2.79M +$127K +800 +5%
CI
564
Conning Inc
Connecticut
$2.78M -$58.7K -369 -2%
V
565
Veritable
Delaware
$2.71M +$120K +757 +5%
FA
566
FDx Advisors
Illinois
$2.71M +$458K +2,878 +20%
CM
567
Crestline Management
Texas
$2.7M +$2.7M +17,000 New
GCP
568
GSA Capital Partners
United Kingdom
$2.7M -$591K -3,715 -18%
RCM
569
RB Capital Management
Nevada
$2.65M -$30.2K -190 -1%
LBC
570
Lawrence B. Cohen
$2.64M +$52.5K +330 +2%
PCM
571
Prelude Capital Management
New York
$2.63M -$1.63M -10,264 -38%
LS
572
Livforsakringsbolaget Skandia
Sweden
$2.63M -$1.21M -7,600 -32%
CWM
573
CMH Wealth Management
New Hampshire
$2.62M +$133K +830 +5%
CC
574
Courier Capital
New York
$2.59M -$39.8K -250 -2%
ZCA
575
Zeke Capital Advisors
Pennsylvania
$2.57M -$25.6K -161 -1%
21 22
23
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