CRM icon

Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
BlackRock
BlackRock
New York
+$297M
4
UBS AM
UBS AM
Illinois
+$251M
5
Tiger Global Management
Tiger Global Management
New York
+$176M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$548M
2
LPC
Lone Pine Capital
Connecticut
-$497M
3
Citadel Advisors
Citadel Advisors
Florida
-$409M
4
State Street
State Street
Massachusetts
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
676
Next Financial Group
Texas
$761K +$146K +1,258 +24%
CCM
677
Compton Capital Management
Rhode Island
$760K +$26.8K +230 +4%
CB
678
Commerce Bank
Missouri
$758K +$13.1K +113 +2%
IR
679
Invictus RG
Bermuda
$752K +$752K +6,462 New
NFG
680
Nations Financial Group
Iowa
$744K -$11.6K -100 -2%
BS
681
Banco Santander
Spain
$744K +$744K +6,398 New
VR
682
Viridian RIA
Washington
$739K +$739K +6,351 New
TA
683
Townsend & Associates
Colorado
$735K -$88.2K -758 -11%
DP
684
Dearborn Partners
Illinois
$735K – – –
PL
685
Plancorp LLC
Missouri
$713K +$713K +6,124 New
CRWM
686
Castle Rock Wealth Management
California
$709K +$32.2K +277 +5%
BWM
687
Bernicke Wealth Management
Wisconsin
$698K -$63.2K -544 -8%
TPWA
688
TRUE Private Wealth Advisors
Oregon
$696K -$11.6K -100 -2%
FCM
689
Ferox Capital Management
United Kingdom
$696K +$696K +6,100 New
SSWM
690
Sheets Smith Wealth Management
North Carolina
$694K -$20K -172 -3%
NL
691
NVWM LLC
Pennsylvania
$672K +$29.9K +259 +5%
GI
692
Gradient Investments
Minnesota
$672K +$108K +930 +19%
1WA
693
180 Wealth Advisors
Washington
$670K -$9.54K -82 -1%
PMG
694
ProVise Management Group
Florida
$670K +$17.4K +150 +3%
SCM
695
Shelton Capital Management
Colorado
$666K – – –
IBOK
696
Independence Bank of Kentucky
Kentucky
$664K -$2.09K -18 -0.3%
WEC
697
Winslow Evans & Crocker
Massachusetts
$662K +$3.49K +30 +0.5%
Mariner
698
Mariner
Kansas
$661K +$262K +2,256 +66%
CCA
699
Checchi Capital Advisers
California
$658K +$29.1K +250 +5%
BCM
700
Brown Capital Management
Maryland
$640K +$3.49K +30 +0.5%
26 27
28
29 30