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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 %
BCM
601
Boltwood Capital Management
California
$2.09M -$46.9K -295 -2%
IRF
602
IBM Retirement Fund
New York
$2.06M -$317K -1,991 -13%
SC
603
Slow Capital
California
$2.05M +$72.2K +454 +4%
FWM
604
Frontier Wealth Management
Missouri
$2.02M -$742K -4,665 -27%
AG
605
AlphaSimPlex Group
Massachusetts
$2.02M -$185K -1,165 -8%
FAAS
606
First Allied Advisory Services
California
$2.02M +$450K +2,816 +29%
BO
607
Bank OZK
Arkansas
$2.01M -$23.9K -150 -1%
VIA
608
Vident Investment Advisory
Georgia
$2.01M +$686K +4,315 +52%
CB
609
Chemical Bank
Michigan
$1.97M -$42.8K -269 -2%
LIA
610
LS Investment Advisors
Michigan
$1.97M -$50.6K -318 -3%
AF
611
Aldebaran Financial
$1.96M -$167K -1,050 -8%
BA
612
Bridgewater Associates
Connecticut
$1.95M +$1.95M +12,277 New
GFPC
613
Global Financial Private Capital
Florida
$1.93M -$82K -516 -4%
HT
614
HAP Trading
New York
$1.93M -$137K -862 -7%
TFCM
615
Taylor Frigon Capital Management
Arizona
$1.9M -$312K -1,959 -14%
TSWM
616
Triangle Securities Wealth Management
North Carolina
$1.89M -$23.9K -150 -1%
GT
617
Glenmede Trust
Pennsylvania
$1.89M +$36.6K +230 +2%
HBT
618
Hills Bank & Trust
Iowa
$1.89M -$9.38K -59 -0.5%
AFC
619
AFT Forsyth & Company
Florida
$1.88M -$145K -910 -7%
FMLI
620
Fukoku Mutual Life Insurance
Japan
$1.88M +$843K +5,300 +82%
UBG
621
United Bank (Georgia)
Georgia
$1.87M -$74.3K -467 -4%
TCOT
622
Trust Company of Toledo
Ohio
$1.87M +$504K +3,170 +37%
WIA
623
Wealthstreet Investment Advisors
Texas
$1.87M -$38.2K -240 -2%
AC
624
Alexandria Capital
Virginia
$1.86M -$1.27K -8 -0.1%
AP
625
Advisor Partners
California
$1.85M +$146K +920 +9%
23 24
25
26 27