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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRAM
651
Tuscan Ridge Asset Management
Illinois
$2.34M +$1.72M +10,884 +279%
AI
652
Atria Investments
North Carolina
$2.33M +$672K +4,242 +40%
BCP
653
Blackhawk Capital Partners
Wisconsin
$2.31M -$1.74K -11 -0.1%
MIAN
654
Mariner Independent Advisor Network
Kansas
$2.3M +$22K +136 +1%
LBD
655
Landsberg Bennett & Dubbaneh
Florida
$2.3M +$998K +6,136 +77%
SL
656
Signition LP
New York
$2.27M -$325K -2,053 -13%
JG
657
Jefferies Group
New York
$2.25M -$8.39M -52,961 -79%
LSPW
658
Lake Street Private Wealth
Illinois
$2.24M +$2.24M +14,154 New
APA
659
American Portfolios Advisors
New York
$2.24M +$1.12M +7,086 +100%
Mercer Global Advisors
660
Mercer Global Advisors
Colorado
$2.23M +$2.23M +14,080 New
GLA
661
Great Lakes Advisors
Illinois
$2.2M -$1.58K -10 -0.1%
AF
662
Alerus Financial
North Dakota
$2.2M +$53.7K +339 +3%
S
663
Surevest
California
$2.19M +$390K +2,461 +22%
MIH
664
Meitav Investment House
Israel
$2.18M +$83.7K +539 +4%
AIP
665
Ameritas Investment Partners
Nebraska
$2.17M – – –
MAM
666
Morse Asset Management
Connecticut
$2.17M +$418K +2,641 +24%
RA
667
Rational Advisors
New York
$2.15M +$2.15M +13,558 +112,983%
CWM
668
Catamount Wealth Management
Connecticut
$2.11M +$2.11M +13,305 New
SICM
669
Sustainable Insight Capital Management
New York
$2.11M -$3.94M -24,857 -65%
FWM
670
Frontier Wealth Management
Missouri
$2.1M +$49.6K +313 +2%
AFC
671
AFT Forsyth & Company
Florida
$2.1M +$146K +925 +8%
SNT
672
Security National Trust
West Virginia
$2.09M +$326K +2,060 +19%
WAOTB
673
Wealth Advisors of Tampa Bay
Florida
$2.08M +$5.54K +35 +0.3%
EBT
674
Enterprise Bank & Trust
Massachusetts
$2.08M +$2.08M +13,105 New
UBPAM
675
Union Bancaire Privee Asset Management
New York
$2.07M – – –
25 26
27
28 29