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Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
676
Field & Main Bank
Kentucky
$1.05M +$121K +885 +13%
BHIA
677
Birch Hill Investment Advisors
Massachusetts
$1.02M +$273K +2,000 +37%
CP
678
Camelot Portfolios
Ohio
$1.01M -$41.1K -301 -4%
CAM
679
ClariVest Asset Management
California
$1.01M +$1.01M +7,400 New
ANRIA
680
American National Registered Investment Advisor
Texas
$1.01M – – –
BFEC
681
Benjamin F. Edwards & Company
Missouri
$999K +$320K +2,347 +47%
BJL
682
Brighton Jones LLC
Washington
$994K +$309K +2,266 +45%
GI
683
Gradient Investments
Minnesota
$986K +$198K +1,455 +25%
CIM
684
CIM Investment Management
Pennsylvania
$982K -$24.6K -180 -2%
LP
685
LMR Partners
United Kingdom
$972K -$2.03M -14,842 -68%
CBOA
686
Commonwealth Bank of Australia
Australia
$955K +$59.5K +437 +7%
LOAME
687
Lombard Odier Asset Management (Europe)
United Kingdom
$948K – – –
BB
688
Bell Bank
North Dakota
$947K +$275K +2,017 +41%
JDR
689
Jay D. Rosenbaum
$943K -$11.6K -85 -1%
AWM
690
Avitas Wealth Management
California
$930K +$930K +6,815 New
Mariner
691
Mariner
Kansas
$915K +$140K +1,025 +18%
TA
692
Townsend & Associates
Colorado
$908K +$46K +337 +5%
VR
693
Viridian RIA
Washington
$907K +$39.6K +290 +5%
Mackenzie Financial
694
Mackenzie Financial
Ontario, Canada
$906K +$338K +2,478 +59%
FMLI
695
Fukoku Mutual Life Insurance
Japan
$887K +$409K +3,000 +86%
CAPTRUST Financial Advisors
696
CAPTRUST Financial Advisors
North Carolina
$886K +$213K +1,559 +32%
TPWA
697
TRUE Private Wealth Advisors
Oregon
$882K +$65.7K +482 +8%
Luther King Capital Management (LKCM)
698
Luther King Capital Management (LKCM)
Texas
$878K +$532K +3,896 +153%
NFG
699
Nations Financial Group
Iowa
$873K – – –
CBT
700
Capital Bank & Trust
California
$862K +$755K +5,539 +707%
26 27
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