CRM icon

Salesforce
CRM

Overview Fund Activity

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$338M
2
Millennium Management
Millennium Management
New York
+$211M
3
PC
PointState Capital
New York
+$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$117M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$301M
3
TCM
Tybourne Capital Management
Hong Kong
-$125M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
5
MNA
Manning & Napier Advisors
New York
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
601
Intact Investment Management
Quebec, Canada
$570K – – –
SSWM
602
Sheets Smith Wealth Management
North Carolina
$563K -$4.21K -45 -0.7%
TPWA
603
TRUE Private Wealth Advisors
Oregon
$561K – – –
IA
604
IFP Advisors
Florida
$560K +$12.9K +138 +2%
P8IP
605
Pier 88 Investment Partners
California
$551K +$257K +2,749 +87%
NFG
606
Next Financial Group
Texas
$546K -$82.4K -850 -13%
SBH
607
Segall Bryant & Hamill
Illinois
$540K -$15.9K -170 -3%
SCM
608
Shelton Capital Management
Colorado
$535K -$18.7K -200 -3%
TMAM
609
Tokio Marine Asset Management
Japan
$534K -$154K -1,644 -22%
IDBONY
610
Israel Discount Bank of New York
New York
$529K -$29.9K -320 -5%
BCM
611
BlueCrest Capital Management
Jersey
$504K +$504K +5,390 New
PMG
612
ProVise Management Group
Florida
$498K – – –
SSP
613
Sapphire Star Partners
Washington
$495K – – –
EFS
614
Essex Financial Services
Connecticut
$495K +$79.6K +852 +19%
BIG
615
Bellwether Investment Group
Tennessee
$491K +$26.3K +282 +6%
CBT
616
Capital Bank & Trust
California
$484K +$24.3K +260 +5%
AIS
617
AlphaOne Investment Services
Pennsylvania
$472K -$6.35K -68 -1%
SLF
618
Sun Life Financial
Ontario, Canada
$470K +$13.8K +148 +3%
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$469K – – –
IHL
620
Investment House LLC
California
$459K – – –
GI
621
GAMCO Investors
Connecticut
$458K -$14.9K -160 -3%
CLOS
622
Compagnie Lombard Odier SCmA
Switzerland
$457K – – –
TA
623
Tiedemann Advisors
New York
$456K +$456K +4,875 New
BJL
624
Brighton Jones LLC
Washington
$453K -$7.76K -83 -2%
CG
625
Clinton Group
New York
$448K +$448K +4,796 New
23 24
25
26 27