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Salesforce
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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 %
GFPC
601
Global Financial Private Capital
Florida
$1.73M -$102K -750 -6%
PAG
602
Private Advisor Group
New Jersey
$1.73M +$323K +2,330 +23%
SC
603
Slow Capital
California
$1.7M +$135K +988 +9%
STA
604
Summit Trail Advisors
New York
$1.68M -$274K -2,006 -14%
SCA
605
Secor Capital Advisors
New York
$1.67M -$9.04M -66,246 -84%
UBG
606
United Bank (Georgia)
Georgia
$1.67M -$64.8K -475 -4%
TSWM
607
Triangle Securities Wealth Management
North Carolina
$1.65M +$8.87K +65 +0.5%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.64M +$1.44M +10,558 +706%
NCGI
609
Next Century Growth Investors
Minnesota
$1.64M – – –
WIA
610
Wealthstreet Investment Advisors
Texas
$1.63M -$1.56M -11,460 -49%
HBT
611
Hills Bank & Trust
Iowa
$1.63M +$39.6K +290 +2%
TNAM
612
Terra Nova Asset Management
New York
$1.6M +$105K +772 +7%
AC
613
Alexandria Capital
Virginia
$1.6M +$335K +2,455 +27%
JSL
614
JT Stratford LLC
Georgia
$1.59M -$26.3K -193 -2%
GT
615
Glenmede Trust
Pennsylvania
$1.59M -$16.6K -122 -1%
TH
616
TCTC Holdings
Texas
$1.56M – – –
WS
617
Wedbush Securities
California
$1.53M +$261K +1,912 +20%
SCA
618
Snowden Capital Advisors
New York
$1.53M +$972K +7,123 +175%
PJSIMP
619
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.5M +$17K +125 +1%
BP
620
Ballentine Partners
Massachusetts
$1.48M -$1.91K -14 -0.1%
ZB
621
Zions Bancorporation
Utah
$1.48M +$1.48M +10,813 New
AO
622
Allen Operations
New York
$1.47M – – –
VFA
623
Valeo Financial Advisors
Indiana
$1.47M +$1.19M +8,235 +421%
AP
624
Advisor Partners
California
$1.47M +$98.3K +721 +7%
CAIMH
625
Central Asset Investments & Management Holdings
Hong Kong
$1.46M +$341K +2,500 +30%
23 24
25
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