CRM icon

Salesforce
CRM

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 %
HCMT
626
Highland Capital Management (Tennessee)
Tennessee
$1.45M +$45.4K +333 +3%
MCM
627
Murphy Capital Management
New Jersey
$1.43M -$96.8K -710 -6%
SGI
628
Summit Global Investments
Utah
$1.41M -$2.71M -19,870 -66%
TA
629
Tiedemann Advisors
New York
$1.41M -$4.78K -35 -0.3%
DWA
630
Douglass Winthrop Advisors
New York
$1.4M -$73.6K -540 -5%
BGDI
631
BW Gestao de Investimentos
Brazil
$1.39M -$2.7M -19,800 -66%
CG
632
Caprock Group
Idaho
$1.38M +$56.3K +413 +4%
WCA
633
Waratah Capital Advisors
Ontario, Canada
$1.38M +$1.38M +10,134 New
GAM
634
Gotham Asset Management
New York
$1.38M +$69K +506 +5%
HCM
635
Hollencrest Capital Management
California
$1.37M -$71.6K -525 -5%
CAN
636
Cetera Advisor Networks
California
$1.37M +$126K +922 +10%
JRP
637
Jasper Ridge Partners
California
$1.37M +$1.06M +7,807 +352%
OFS
638
Orrstown Financial Services
Pennsylvania
$1.36M -$169K -1,240 -11%
SCM
639
Southport Capital Management
Tennessee
$1.36M +$2.73K +20 +0.2%
LCP
640
Legacy Capital Partners
Wisconsin
$1.35M +$995K +7,300 +278%
FAAS
641
First Allied Advisory Services
California
$1.34M -$42.9K -313 -3%
CWM
642
Cornerstone Wealth Management
Missouri
$1.34M +$1.34M +188,318 New
HF
643
HRT Financial
New York
$1.33M +$1.33M +9,768 New
EWM
644
Elmwood Wealth Management
California
$1.32M -$58K -425 -4%
CT
645
Coastline Trust
Rhode Island
$1.3M – – –
Rockefeller Capital Management
646
Rockefeller Capital Management
New York
$1.28M +$158K +1,158 +14%
JIP
647
Jaffetilchin Investment Partners
Florida
$1.28M +$157K +1,152 +14%
IB
648
Intrust Bank
Kansas
$1.27M +$3.96K +29 +0.3%
OLA
649
Oliver Luxxe Assets
New Jersey
$1.27M – – –
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$1.27M +$692K +5,078 +119%
24 25
26
27 28