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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAOTB
626
Wealth Advisors of Tampa Bay
Florida
$1.79M -$18.5K -135 -1%
UR
627
USCA RIA
Texas
$1.79M -$829K -6,048 -32%
SC
628
Selz Capital
New York
$1.78M +$1.78M +13,000 New
FWM
629
Frontier Wealth Management
Missouri
$1.78M +$33.1K +242 +2%
MCM
630
Murphy Capital Management
New Jersey
$1.78M +$507K +3,700 +40%
SC
631
Slow Capital
California
$1.77M +$822 +6 +0%
PJSIMP
632
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.77M +$249K +1,820 +16%
DWA
633
Douglass Winthrop Advisors
New York
$1.75M +$326K +2,377 +23%
BCM
634
Boltwood Capital Management
California
$1.75M -$49.4K -361 -3%
AIM
635
Assured Investment Management
New York
$1.75M +$1.75M +12,753 New
PCM
636
Prelude Capital Management
New York
$1.73M -$537K -3,920 -24%
STA
637
Summit Trail Advisors
New York
$1.72M -$94.1K -687 -5%
ARTA
638
A.R.T. Advisors
New York
$1.72M +$1.72M +12,555 New
CCM
639
Complex Capital Management
District of Columbia
$1.71M +$1.71M +12,500 New
AF
640
Aldebaran Financial
$1.69M +$6.85K +50 +0.4%
TCOT
641
Trust Company of Toledo
Ohio
$1.69M +$83.7K +611 +5%
AFC
642
AFT Forsyth & Company
Florida
$1.69M +$72.6K +530 +4%
IRF
643
IBM Retirement Fund
New York
$1.69M -$86.2K -629 -5%
TSWM
644
Triangle Securities Wealth Management
North Carolina
$1.69M +$54.1K +395 +3%
FFWA
645
FRG Family Wealth Advisors
Washington
$1.65M +$320K +2,340 +24%
BAM
646
Belpointe Asset Management
Nevada
$1.63M +$912K +6,658 +127%
GCA
647
Genesee Capital Advisors
New York
$1.62M +$1.62M +11,826 New
JWM
648
Jackson Wealth Management
Florida
$1.62M +$1.62M +12,385 New
VFA
649
Valeo Financial Advisors
Indiana
$1.61M +$128K +935 +9%
TFCM
650
Taylor Frigon Capital Management
Arizona
$1.6M -$31.4K -229 -2%
24 25
26
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