CRM icon

Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
651
Winslow Evans & Crocker
Massachusetts
$578K +$200K +1,952 +53%
IA
652
IFP Advisors
Florida
$575K -$38.2K -374 -6%
CL
653
CSS LLC
Illinois
$575K +$133K +1,300 +30%
PMG
654
ProVise Management Group
Florida
$574K +$28.1K +275 +5%
BFM
655
Boothbay Fund Management
New York
$574K +$574K +5,618 New
IDBONY
656
Israel Discount Bank of New York
New York
$573K -$5.62K -55 -1%
NL
657
NVWM LLC
Pennsylvania
$569K +$569K +5,565 New
BCM
658
Brown Capital Management
Maryland
$560K +$560K +5,475 New
BTNA
659
Bremer Trust National Association
Minnesota
$557K -$69K -676 -11%
MF
660
Magnetar Financial
Illinois
$556K -$712K -6,955 -56%
EP
661
Edgestream Partners
New Jersey
$554K -$435K -4,257 -44%
CCA
662
Checchi Capital Advisers
California
$553K +$108K +1,055 +24%
IIM
663
Intact Investment Management
Quebec, Canada
$542K -$81.8K -800 -13%
SSP
664
Sapphire Star Partners
Washington
$542K – – –
NFG
665
Next Financial Group
Texas
$540K -$35.9K -351 -6%
BIG
666
Bellwether Investment Group
Tennessee
$537K – – –
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$534K +$20.4K +200 +4%
BJL
668
Brighton Jones LLC
Washington
$523K +$27.4K +268 +6%
RFO
669
RiverGlades Family Offices
Florida
$519K +$519K +5,075 New
SWM
670
SeaCrest Wealth Management
New York
$514K +$514K +5,026 New
Verition Fund Management
671
Verition Fund Management
Connecticut
$507K +$507K +4,964 New
BRWA
672
B. Riley Wealth Advisors
Florida
$506K +$506K +4,938 New
IHL
673
Investment House LLC
California
$502K – – –
H
674
HoyleCohen
California
$499K +$499K +4,877 New
TA
675
Tiedemann Advisors
New York
$498K – – –
25 26
27
28 29