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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
676
Schonfeld Strategic Advisors
New York
$496K -$374K -3,659 -43%
GI
677
Gradient Investments
Minnesota
$495K +$82.5K +808 +20%
GI
678
GAMCO Investors
Connecticut
$493K -$8.17K -80 -2%
CAPTRUST Financial Advisors
679
CAPTRUST Financial Advisors
North Carolina
$492K +$492K +4,813 New
EFS
680
Essex Financial Services
Connecticut
$489K -$52.5K -514 -10%
EDRH
681
Edmond de Rothschild Holding
Switzerland
$488K +$307K +3,000 +169%
MCM
682
MAI Capital Management
Ohio
$470K +$12.6K +123 +3%
MA
683
MANA Advisors
New York
$470K +$470K +4,597 New
BB
684
Bell Bank
North Dakota
$468K -$4.5K -44 -1%
HFS
685
HL Financial Services
Kentucky
$464K +$464K +4,543 New
MNG
686
Manning & Napier Group
New York
$462K +$462K +4,525 New
SCI
687
S&CO Inc
Massachusetts
$460K – – –
KA
688
Kovack Advisors
Florida
$460K +$86.7K +848 +23%
SWP
689
Stratos Wealth Partners
Ohio
$458K -$18.4K -180 -4%
CGT
690
Capital Guardian Trust
California
$456K +$456K +4,465 New
BFEC
691
Benjamin F. Edwards & Company
Missouri
$451K +$128K +1,257 +40%
FT
692
Fiduciary Trust
Massachusetts
$449K +$449K +4,397 New
BUB
693
BBVA USA Bancshares
Texas
$445K -$36.9K -361 -8%
VFA
694
Voya Financial Advisors
Connecticut
$443K +$43.7K +425 +11%
DA
695
DSC Advisors
Illinois
$438K -$40K -391 -8%
WA
696
Waverly Advisors
Alabama
$438K +$438K +4,288 New
SFSIG
697
San Francisco Sentry Investment Group
California
$436K +$29.2K +286 +7%
TMAM
698
Tokio Marine Asset Management
Japan
$433K -$152K -1,484 -26%
LW
699
Linscomb Wealth
Texas
$433K -$13.6K -133 -3%
JIP
700
Jaffetilchin Investment Partners
Florida
$430K -$2.15K -21 -0.5%
26 27
28
29 30