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Salesforce
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Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
BlackRock
BlackRock
New York
+$297M
4
UBS AM
UBS AM
Illinois
+$251M
5
Tiger Global Management
Tiger Global Management
New York
+$176M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$548M
2
LPC
Lone Pine Capital
Connecticut
-$497M
3
Citadel Advisors
Citadel Advisors
Florida
-$409M
4
State Street
State Street
Massachusetts
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNAM
601
Terra Nova Asset Management
New York
$1.28M -$198K -1,699 -13%
OLA
602
Oliver Luxxe Assets
New Jersey
$1.27M -$47.7K -410 -4%
PJSIMP
603
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.27M +$165K +1,418 +15%
BP
604
Ballentine Partners
Massachusetts
$1.26M -$20.7K -178 -2%
AO
605
Allen Operations
New York
$1.26M – – –
DWA
606
Douglass Winthrop Advisors
New York
$1.26M +$384K +3,303 +44%
FCM
607
Flinton Capital Management
Pennsylvania
$1.25M +$188K +1,616 +18%
GG
608
Gofen & Glossberg
Illinois
$1.24M +$23K +198 +2%
HCM
609
Hollencrest Capital Management
California
$1.23M +$235K +2,022 +24%
CC
610
Cedar Capital
Illinois
$1.22M +$491K +4,219 +67%
BFS
611
Bradley Foster & Sargent
Connecticut
$1.22M +$1.63K +14 +0.1%
GT
612
Glenmede Trust
Pennsylvania
$1.2M – – –
TA
613
Tiedemann Advisors
New York
$1.2M +$635K +5,457 +112%
BA
614
Birinyi Associates
Connecticut
$1.2M -$331K -2,850 -22%
HCMT
615
Highland Capital Management (Tennessee)
Tennessee
$1.2M +$227K +1,955 +23%
PAG
616
Private Advisor Group
New Jersey
$1.18M +$77.1K +662 +7%
EWM
617
Elmwood Wealth Management
California
$1.18M +$1.18M +10,110 New
FAAS
618
First Allied Advisory Services
California
$1.18M +$59.8K +515 +5%
UAM
619
UAS Asset Management
New York
$1.17M +$1.17M +10,085 New
AP
620
Advisor Partners
California
$1.17M +$16.9K +145 +1%
SCM
621
Southport Capital Management
Tennessee
$1.15M -$16.5K -142 -1%
GXMC
622
Global X Management Company
New York
$1.13M +$85.3K +733 +8%
CG
623
Caprock Group
Idaho
$1.13M – – –
GAMA
624
Graticule Asia Macro Advisors
New York
$1.13M +$1.13M +9,700 New
AIM
625
Allen Investment Management
New York
$1.12M -$231K -1,988 -17%
23 24
25
26 27