CRM icon

Salesforce
CRM

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 %
YWP
626
YorkBridge Wealth Partners
New York
$1.12M -$12.5K -103 -1%
DTL
627
Dynamic Technology Lab
Singapore
$1.12M +$639K +5,495 +134%
GAM
628
Gotham Asset Management
New York
$1.12M +$1.12M +9,596 New
CT
629
Coastline Trust
Rhode Island
$1.11M – – –
WS
630
Wedbush Securities
California
$1.09M -$914K -7,856 -46%
IB
631
Intrust Bank
Kansas
$1.08M +$9.89K +85 +0.9%
HIMC
632
Heritage Investors Management Corp
Maryland
$1.08M +$192K +1,652 +22%
AC
633
Alexandria Capital
Virginia
$1.08M -$465 -4 -0%
CAN
634
Cetera Advisor Networks
California
$1.06M -$74.6K -641 -7%
JWS
635
Juncture Wealth Strategies
Arizona
$1.06M -$132K -1,138 -11%
DP
636
DSAM Partners
United Kingdom
$1.05M +$1.05M +9,035 New
AC
637
Apertura Capital
Texas
$1.05M +$1.05M +9,000 New
NB
638
NBT Bank
New York
$1.03M +$731K +6,281 +246%
NB
639
Nicolet Bankshares
Wisconsin
$1.03M – – –
AAM
640
Azzad Asset Management
Virginia
$1.02M +$31.2K +268 +3%
ID
641
Integral Derivatives
New York
$1.02M +$1.02M +8,736 New
PIM
642
Parker Investment Management
California
$1.01M +$66.5K +572 +7%
CCM
643
Covington Capital Management
California
$997K – – –
DADC
644
D.A. Davidson & Co
Montana
$990K +$27K +232 +3%
LSCM
645
Light Street Capital Management
California
$989K +$989K +8,500 New
TIA
646
Tiemann Investment Advisors
California
$976K -$87.2K -750 -8%
CAM
647
CenterStar Asset Management
Illinois
$974K -$17K – –
CPC
648
Congress Park Capital
New York
$971K -$14.5K -125 -1%
TCOT
649
Trust Company of Toledo
Ohio
$967K +$270K +2,324 +39%
Rockefeller Capital Management
650
Rockefeller Capital Management
New York
$958K +$958K +8,238 New
24 25
26
27 28