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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 %
PAM
576
Pegasus Asset Management
New York
$1.96M +$3.68K +27 +0.2%
MIAN
577
Mariner Independent Advisor Network
Kansas
$1.93M +$1.93M +14,157 New
FA
578
FDx Advisors
Illinois
$1.93M -$2.4M -17,622 -55%
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$1.92M +$97K +711 +5%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$1.92M +$1.37M +10,025 +249%
AI
581
Atria Investments
North Carolina
$1.9M +$177K +1,301 +10%
TFCM
582
Taylor Frigon Capital Management
Arizona
$1.9M -$909K -6,667 -32%
BTNA
583
Bremer Trust National Association
Minnesota
$1.9M +$1.3M +9,549 +220%
AG
584
AlphaSimPlex Group
Massachusetts
$1.89M +$92.6K +679 +5%
HIMC
585
Heritage Investors Management Corp
Maryland
$1.89M +$615K +4,510 +48%
AIM
586
Allen Investment Management
New York
$1.83M +$514K +3,766 +39%
BCM
587
Boltwood Capital Management
California
$1.83M -$5.45K -40 -0.3%
AF
588
Aldebaran Financial
$1.82M -$164K -1,200 -8%
TAM
589
Tiverton Asset Management
Delaware
$1.82M – – –
KRSITF
590
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.81M -$331K -2,425 -15%
AIP
591
Ameritas Investment Partners
Nebraska
$1.8M -$135K -993 -7%
WBC
592
West Branch Capital
Massachusetts
$1.79M +$1.79M +13,143 New
AF
593
Ally Financial
Michigan
$1.77M – – –
BA
594
Birinyi Associates
Connecticut
$1.77M +$368K +2,700 +26%
HT
595
HAP Trading
New York
$1.77M -$1M -7,341 -36%
FB
596
Fulton Bank
Pennsylvania
$1.77M -$165K -1,207 -9%
BO
597
Bank OZK
Arkansas
$1.74M +$120K +882 +7%
AFC
598
AFT Forsyth & Company
Florida
$1.73M +$83.2K +610 +5%
LIA
599
LS Investment Advisors
Michigan
$1.73M -$17.9K -131 -1%
CB
600
Chemical Bank
Michigan
$1.73M +$192K +1,410 +13%
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