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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
651
B. Riley Wealth Advisors
Florida
$1.58M +$164K +1,030 +12%
TNAM
652
Terra Nova Asset Management
New York
$1.58M -$293K -1,843 -16%
ZB
653
Zions Bancorporation
Utah
$1.57M -$148K -929 -9%
RJT
654
Raymond James Trust
Florida
$1.56M +$249K +1,567 +19%
FFWA
655
FRG Family Wealth Advisors
Washington
$1.54M +$912K +5,739 +146%
CT
656
Coastline Trust
Rhode Island
$1.53M +$7.95K +50 +0.5%
GLA
657
Great Lakes Advisors
Illinois
$1.53M +$925K +5,818 +154%
EWM
658
Elmwood Wealth Management
California
$1.52M -$19.2K -121 -1%
MFS
659
Monetta Financial Services
Illinois
$1.51M -$1.51M -9,500 -50%
MFAM
660
Motley Fool Asset Management
Virginia
$1.5M +$245K +1,540 +19%
Rockefeller Capital Management
661
Rockefeller Capital Management
New York
$1.5M +$5.41K +34 +0.4%
VFA
662
Valeo Financial Advisors
Indiana
$1.49M +$90.6K +661 +6%
DADC
663
D.A. Davidson & Co
Montana
$1.48M +$81.9K +515 +6%
MCM
664
Murphy Capital Management
New Jersey
$1.47M -$197K -1,240 -12%
OFS
665
Orrstown Financial Services
Pennsylvania
$1.44M -$142K -896 -9%
IB
666
Intrust Bank
Kansas
$1.44M -$42K -264 -3%
RG
667
Rikoon Group
New Mexico
$1.44M +$1.44M +9,073 New
BFM
668
Boothbay Fund Management
New York
$1.44M -$1.28M -8,044 -47%
JIP
669
Jaffetilchin Investment Partners
Florida
$1.43M -$58.2K -366 -4%
CLOS
670
Compagnie Lombard Odier SCmA
Switzerland
$1.43M -$55.7K -350 -4%
VFA
671
Voya Financial Advisors
Connecticut
$1.41M +$518K +3,232 +58%
AAM
672
Azzad Asset Management
Virginia
$1.41M -$12.7K -80 -0.9%
HCM
673
Hollencrest Capital Management
California
$1.39M -$202K -1,278 -13%
PIM
674
Parker Investment Management
California
$1.38M +$716K +4,500 +108%
MCM
675
Mainstay Capital Management
Michigan
$1.36M -$44.4K -279 -3%
25 26
27
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