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Salesforce
CRM

Overview Fund Activity

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$338M
2
Millennium Management
Millennium Management
New York
+$211M
3
PC
PointState Capital
New York
+$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$117M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$301M
3
TCM
Tybourne Capital Management
Hong Kong
-$125M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
5
MNA
Manning & Napier Advisors
New York
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
651
Gradient Investments
Minnesota
$377K -$11K -118 -3%
AAP
652
Ardsley Advisory Partners
Connecticut
$374K -$468K -5,000 -56%
SACTSONJ
653
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$374K -$187K -2,000 -33%
CAW
654
Cornerstone Advisors (Washington)
Washington
$373K +$17.2K +184 +5%
GBT
655
Grove Bank & Trust
Florida
$372K -$74.3K -796 -17%
SFSIG
656
San Francisco Sentry Investment Group
California
$372K +$29.6K +317 +9%
SCA
657
Snowden Capital Advisors
New York
$371K +$20.6K +221 +6%
RWA
658
Ropes Wealth Advisors
Massachusetts
$370K +$24.7K +265 +7%
SFG
659
Summit Financial Group
West Virginia
$365K +$365K +3,908 New
CCP
660
Corient Capital Partners
California
$364K -$2.06K -22 -0.6%
NPC
661
National Planning Corporation
California
$364K +$74.5K +797 +26%
CL
662
CPWM LLC
Washington
$363K -$118K -1,269 -25%
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K – – –
AWA
664
ARS Wealth Advisors
Florida
$360K -$108K -1,160 -23%
HCM
665
Hollencrest Capital Management
California
$359K -$747K -8,000 -68%
VFA
666
Voya Financial Advisors
Connecticut
$359K -$16.8K -182 -4%
BA
667
Birinyi Associates
Connecticut
$355K – – –
WEC
668
Winslow Evans & Crocker
Massachusetts
$346K -$194K -2,074 -36%
FC
669
Ferris Capital
Massachusetts
$344K – – –
KA
670
Kovack Advisors
Florida
$341K +$10.1K +108 +3%
WPP
671
Whalerock Point Partners
Rhode Island
$338K +$46.8K +500 +16%
GXMC
672
Global X Management Company
New York
$335K +$468 +5 +0.1%
HWA
673
HCR Wealth Advisors
California
$335K +$39.5K +422 +13%
TDC
674
Thompson Davis & Co
Virginia
$334K +$38.2K +409 +13%
BBP
675
Banco BTG Pactual
Brazil
$334K +$334K +3,574 New
25 26
27
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