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Salesforce
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Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
JT
626
Jump Trading
Illinois
$702K -$2.25K -22 -0.3%
SBH
627
Segall Bryant & Hamill
Illinois
$687K +$96.6K +946 +16%
BWM
628
Bernicke Wealth Management
Wisconsin
$670K +$7.37K +72 +1%
NFG
629
Nations Financial Group
Iowa
$664K – – –
WAM
630
Weiss Asset Management
Massachusetts
$660K +$660K +6,458 New
CB
631
Commerce Bank
Missouri
$655K +$24.1K +236 +4%
DP
632
Dearborn Partners
Illinois
$647K -$20.5K -200 -3%
FWM
633
Frontier Wealth Management
Missouri
$644K -$286K -2,800 -31%
CCM
634
Compton Capital Management
Rhode Island
$644K – – –
CC
635
Cedar Capital
Illinois
$643K +$164K +1,601 +34%
IAM
636
Impax Asset Management
New Hampshire
$638K -$2.38M -23,259 -79%
SSWM
637
Sheets Smith Wealth Management
North Carolina
$627K +$11.4K +112 +2%
HAI
638
Hennessy Advisors Inc
California
$623K +$623K +6,090 New
TPWA
639
TRUE Private Wealth Advisors
Oregon
$622K +$8.17K +80 +1%
FMB
640
Field & Main Bank
Kentucky
$618K +$618K +6,050 New
SEC
641
Seven Eight Capital
New York
$614K -$2.11M -20,600 -77%
TCOT
642
Trust Company of Toledo
Ohio
$613K +$150K +1,468 +32%
FRM
643
Fox Run Management
Connecticut
$611K +$284K +2,773 +87%
Fifth Third Bancorp
644
Fifth Third Bancorp
Ohio
$601K +$177K +1,728 +42%
NIM
645
NuWave Investment Management
New Jersey
$599K +$599K +5,860 New
1WA
646
180 Wealth Advisors
Washington
$597K +$597K +5,840 New
CRWM
647
Castle Rock Wealth Management
California
$595K +$595K +5,820 New
SCM
648
Shelton Capital Management
Colorado
$585K – – –
IBOK
649
Independence Bank of Kentucky
Kentucky
$585K +$585K +5,725 New
SPC
650
Sigma Planning Corp
Michigan
$581K +$110K +1,072 +23%
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