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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
626
Wedbush Securities
California
$2.72M +$511K +3,228 +23%
PP
627
Paloma Partners
Connecticut
$2.72M +$2.72M +17,169 New
CI
628
Conning Inc
Connecticut
$2.69M +$49.1K +310 +2%
CB
629
Chemical Bank
Michigan
$2.66M +$446K +2,815 +20%
BBNA
630
Bremer Bank National Association
Minnesota
$2.58M +$2.58M +15,610 New
SM
631
Sciencast Management
New Jersey
$2.58M +$2.58M +16,400 New
CWM
632
CMH Wealth Management
New Hampshire
$2.57M -$139K -880 -5%
B
633
Bellecapital
Switzerland
$2.57M -$14.4K -91 -0.6%
CC
634
Courier Capital
New York
$2.57M – – –
AP
635
Advisor Partners
California
$2.57M -$26.3K -166 -1%
CC
636
Cadinha & Co
Hawaii
$2.56M +$1.55M +9,800 +155%
S
637
Seeyond
France
$2.55M +$2.16M +13,650 +562%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$2.54M +$54K +341 +2%
VLC
639
Van Leeuwen & Company
New Jersey
$2.53M -$25.5K -161 -1%
GIA
640
Granite Investment Advisors
New Hampshire
$2.52M +$2.52M +15,880 New
HCA
641
Harbour Capital Advisors
Virginia
$2.48M +$305K +1,923 +14%
XWM
642
Xcel Wealth Management
Florida
$2.48M -$374K -2,360 -13%
HCMT
643
Highland Capital Management (Tennessee)
Tennessee
$2.47M +$2.22K +14 +0.1%
CBT
644
Central Bank & Trust
Kentucky
$2.45M +$108K +681 +5%
BFS
645
Bradley Foster & Sargent
Connecticut
$2.44M +$80.8K +510 +3%
PAM
646
Pegasus Asset Management
New York
$2.41M -$14.3K -90 -0.6%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.41M +$12.4K +78 +0.5%
BA
648
Birinyi Associates
Connecticut
$2.41M -$7.92K -50 -0.3%
RIA
649
Regal Investment Advisors
Michigan
$2.37M -$7.92K -50 -0.3%
LIA
650
LS Investment Advisors
Michigan
$2.37M -$22.6K -143 -0.9%
24 25
26
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