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Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
651
YorkBridge Wealth Partners
New York
$1.25M -$6.82K -50 -0.5%
JWS
652
Juncture Wealth Strategies
Arizona
$1.25M +$12K +88 +1%
AAM
653
Azzad Asset Management
Virginia
$1.22M +$25.4K +186 +2%
NIT
654
NumerixS Investment Technologies
British Columbia, Canada
$1.22M -$4.21M -31,186 -78%
BRWA
655
B. Riley Wealth Advisors
Florida
$1.22M +$306K +2,236 +34%
MCM
656
Mainstay Capital Management
Michigan
$1.2M -$430K -3,153 -26%
DADC
657
D.A. Davidson & Co
Montana
$1.2M +$37.2K +273 +3%
KA
658
Kovack Advisors
Florida
$1.2M +$568K +4,167 +90%
MIH
659
Meitav Investment House
Israel
$1.2M +$1.2M +8,863 New
NB
660
Nicolet Bankshares
Wisconsin
$1.18M -$29.6K -217 -2%
TCOT
661
Trust Company of Toledo
Ohio
$1.17M +$35.5K +260 +3%
CCM
662
Covington Capital Management
California
$1.16M -$6.82K -50 -0.6%
SNT
663
Security National Trust
West Virginia
$1.16M +$152K +1,115 +15%
NB
664
NBT Bank
New York
$1.16M -$47.5K -348 -4%
TIA
665
Tiemann Investment Advisors
California
$1.14M – – –
CPC
666
Congress Park Capital
New York
$1.14M – – –
VIA
667
Vident Investment Advisory
Georgia
$1.13M +$708K +5,191 +167%
RJT
668
Raymond James Trust
Florida
$1.12M +$15.5K +114 +1%
RMAM
669
Raab & Moskowitz Asset Management
New Jersey
$1.12M – – –
AMCA
670
Arthur M. Cohen & Associates
Illinois
$1.12M +$520K +3,810 +86%
MNBTD
671
Moody National Bank Trust Division
Texas
$1.08M – – –
MFAM
672
Motley Fool Asset Management
Virginia
$1.08M +$148K +1,082 +16%
GCM
673
Graham Capital Management
Connecticut
$1.08M +$1.08M +7,908 New
FBT
674
First Bank & Trust
South Dakota
$1.07M +$101K +738 +10%
Fifth Third Bancorp
675
Fifth Third Bancorp
Ohio
$1.06M +$3.82K +28 +0.4%
25 26
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