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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWS
651
Lucia Wealth Services
California
$1.6M -$958K -6,993 -37%
AC
652
Alexandria Capital
Virginia
$1.6M -$5.07K -37 -0.3%
FAAS
653
First Allied Advisory Services
California
$1.58M -$154K -1,121 -9%
VFA
654
Voya Financial Advisors
Connecticut
$1.57M +$388K +2,882 +33%
TH
655
TCTC Holdings
Texas
$1.57M – – –
S
656
Surevest
California
$1.56M +$1.56M +11,373 New
BO
657
Bank OZK
Arkansas
$1.54M -$187K -1,368 -11%
WIA
658
Wealthstreet Investment Advisors
Texas
$1.54M -$192K -1,300 -11%
FDCDDQ
659
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M +$684K +4,996 +80%
SNT
660
Security National Trust
West Virginia
$1.52M +$30.1K +220 +2%
CNC
661
Citizens & Northern Corp
Pennsylvania
$1.52M -$490K -3,575 -24%
MAM
662
Morse Asset Management
Connecticut
$1.51M +$1.51M +11,055 New
RJT
663
Raymond James Trust
Florida
$1.51M +$169K +1,233 +13%
CPIM
664
Columbia Partners Investment Management
Virginia
$1.51M -$17.1K -125 -1%
SCP
665
Stamos Capital Partners
California
$1.51M +$1.51M +11,000 New
AO
666
Allen Operations
New York
$1.48M – – –
UBG
667
United Bank (Georgia)
Georgia
$1.48M -$136K -990 -8%
KA
668
Kovack Advisors
Florida
$1.47M +$104K +761 +8%
IWS
669
Insight Wealth Strategies
California
$1.44M +$1.44M +10,540 New
AG
670
AlphaSimPlex Group
Massachusetts
$1.44M -$298K -2,179 -17%
AI
671
Atria Investments
North Carolina
$1.44M -$369K -2,695 -20%
SH
672
SeaTown Holdings
Singapore
$1.4M -$10.8M -78,800 -89%
MFAM
673
Motley Fool Asset Management
Virginia
$1.4M +$104K +756 +8%
MWNA
674
Marshall Wace North America
New York
$1.4M -$25.4M -185,366 -95%
CHCM
675
Columbus Hill Capital Management
New Jersey
$1.39M +$548K +4,000 +65%
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