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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
BlackRock
BlackRock
New York
+$297M
4
UBS AM
UBS AM
Illinois
+$251M
5
Tiger Global Management
Tiger Global Management
New York
+$176M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$548M
2
LPC
Lone Pine Capital
Connecticut
-$497M
3
Citadel Advisors
Citadel Advisors
Florida
-$409M
4
State Street
State Street
Massachusetts
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
651
Raab & Moskowitz Asset Management
New Jersey
$955K -$95.8K -825 -9%
JIP
652
Jaffetilchin Investment Partners
Florida
$955K +$465K +3,999 +95%
CAIMH
653
Central Asset Investments & Management Holdings
Hong Kong
$953K +$953K +8,200 New
RJT
654
Raymond James Trust
Florida
$946K +$1.4K +12 +0.1%
LNC
655
Lincoln National Corp
Pennsylvania
$942K +$25.1K +216 +3%
MSE
656
MUFG Securities EMEA
United Kingdom
$930K +$930K +8,000 New
MNBTD
657
Moody National Bank Trust Division
Texas
$921K -$17.4K -150 -2%
Fifth Third Bancorp
658
Fifth Third Bancorp
Ohio
$902K +$218K +1,872 +32%
CP
659
Camelot Portfolios
Ohio
$899K +$899K +7,725 New
BSPF
660
British Steel Pension Fund
United Kingdom
$881K – – –
O
661
OppenheimerFunds
New York
$869K -$775K -6,664 -47%
SNT
662
Security National Trust
West Virginia
$862K +$836K +7,185 +3,193%
CIM
663
CIM Investment Management
Pennsylvania
$858K -$19K -163 -2%
PSUF
664
People's United Financial
Connecticut
$858K +$20.3K +175 +2%
ANRIA
665
American National Registered Investment Advisor
Texas
$857K -$17.4K -150 -2%
TSS
666
Two Sigma Securities
New York
$851K +$851K +7,313 New
FBT
667
First Bank & Trust
South Dakota
$825K +$22.8K +196 +3%
JDR
668
Jay D. Rosenbaum
$814K – – –
LOAME
669
Lombard Odier Asset Management (Europe)
United Kingdom
$809K -$94.2K -810 -10%
MFAM
670
Motley Fool Asset Management
Virginia
$793K +$793K +6,821 New
FMB
671
Field & Main Bank
Kentucky
$788K +$84.3K +725 +12%
SPC
672
Sigma Planning Corp
Michigan
$784K +$123K +1,059 +19%
SBH
673
Segall Bryant & Hamill
Illinois
$782K – – –
BRWA
674
B. Riley Wealth Advisors
Florida
$776K +$200K +1,718 +35%
CBOA
675
Commonwealth Bank of Australia
Australia
$762K -$57.2K -494 -7%
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