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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
576
American Financial Network Advisory Services
California
$1.02M -$64.1K -627 -6%
YWP
577
YorkBridge Wealth Partners
New York
$1.01M +$31.7K +295 +3%
CLOS
578
Compagnie Lombard Odier SCmA
Switzerland
$1M +$501K +4,900 +100%
CAN
579
Cetera Advisor Networks
California
$989K +$26.4K +260 +3%
ZB
580
Zions Bancorporation
Utah
$987K -$27.9K -273 -3%
DS
581
DRW Securities
Illinois
$984K +$984K +9,624 New
CT
582
Coastline Trust
Rhode Island
$976K +$976K +9,550 New
FAAS
583
First Allied Advisory Services
California
$975K -$44.3K -436 -4%
LMIM
584
Lockheed Martin Investment Management
Maryland
$975K -$16.4K -160 -2%
PJSIMP
585
P.J. Schmidt Investment Management (PJS)
Wisconsin
$968K +$44.5K +435 +5%
AC
586
Alexandria Capital
Virginia
$946K +$936K +9,154 +9,154%
IB
587
Intrust Bank
Kansas
$942K -$13K -127 -1%
RIM
588
Rampart Investment Management
Connecticut
$941K +$16.2K +159 +2%
GCM
589
Graham Capital Management
Connecticut
$940K +$940K +9,191 New
FCM
590
Flinton Capital Management
Pennsylvania
$937K +$185K +1,808 +25%
TIA
591
Tiemann Investment Advisors
California
$934K – – –
RMAM
592
Raab & Moskowitz Asset Management
New Jersey
$924K -$105K -1,025 -10%
RFS
593
Rockefeller Financial Services
New York
$922K – – –
GXMC
594
Global X Management Company
New York
$921K +$555K +5,423 +151%
QAM
595
Quantres Asset Management
Cayman Islands
$910K -$481K -4,700 -35%
NB
596
Nicolet Bankshares
Wisconsin
$903K +$31K +303 +4%
WP
597
WealthSource Partners
California
$885K -$15.3K -150 -2%
BSPF
598
British Steel Pension Fund
United Kingdom
$881K – – –
CCM
599
Covington Capital Management
California
$877K +$66.3K +648 +8%
HCM
600
Hollencrest Capital Management
California
$877K +$484K +4,730 +123%
22 23
24
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