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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 %
Qube Research & Technologies (QRT)
576
Qube Research & Technologies (QRT)
United Kingdom
$2.53M +$2.53M +15,899 New
HIMC
577
Heritage Investors Management Corp
Maryland
$2.48M +$286K +1,800 +13%
ECM
578
Everence Capital Management
Indiana
$2.48M – – –
CBT
579
Central Bank & Trust
Kentucky
$2.47M -$330K -2,078 -12%
HCMT
580
Highland Capital Management (Tennessee)
Tennessee
$2.47M +$776K +4,878 +46%
PP
581
Paloma Partners
Connecticut
$2.45M +$2.45M +15,422 New
B
582
Bellecapital
Switzerland
$2.37M +$2.37M +14,895 New
BFS
583
Bradley Foster & Sargent
Connecticut
$2.36M -$45.2K -284 -2%
W
584
Wealthfront
California
$2.36M +$28.8K +181 +1%
CNC
585
Citizens & Northern Corp
Pennsylvania
$2.33M -$53.6K -337 -2%
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$2.32M +$78.7K +495 +4%
WBC
587
West Branch Capital
Massachusetts
$2.32M +$231K +1,454 +11%
BA
588
Birinyi Associates
Connecticut
$2.31M +$247K +1,550 +12%
PAM
589
Pegasus Asset Management
New York
$2.3M +$21.3K +134 +0.9%
WF
590
WealthTrust Fairport
Ohio
$2.3M +$2.29M +14,410 +27,189%
KRSITF
591
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.27M +$161K +1,010 +8%
PIM
592
Partner Investment Management
California
$2.25M -$798K -5,019 -26%
AIP
593
Ameritas Investment Partners
Nebraska
$2.21M +$111K +701 +5%
HCA
594
Harbour Capital Advisors
Virginia
$2.21M -$248K -1,560 -10%
WS
595
Wedbush Securities
California
$2.2M +$411K +2,586 +23%
CAIMH
596
Central Asset Investments & Management Holdings
Hong Kong
$2.16M +$460K +2,890 +27%
SCA
597
Snowden Capital Advisors
New York
$2.14M +$357K +2,245 +20%
STA
598
Summit Trail Advisors
New York
$2.11M +$153K +960 +8%
WAOTB
599
Wealth Advisors of Tampa Bay
Florida
$2.1M -$305K -1,920 -13%
AI
600
Atria Investments
North Carolina
$2.1M -$114K -715 -5%
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