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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
676
NBT Bank
New York
$1.35M +$2.07K +13 +0.2%
NB
677
Nicolet Bankshares
Wisconsin
$1.35M -$23.2K -146 -2%
CPC
678
Congress Park Capital
New York
$1.34M +$11.9K +75 +0.9%
JWS
679
Juncture Wealth Strategies
Arizona
$1.34M -$121K -758 -8%
TIA
680
Tiemann Investment Advisors
California
$1.33M – – –
Luther King Capital Management (LKCM)
681
Luther King Capital Management (LKCM)
Texas
$1.33M +$305K +1,915 +30%
WEC
682
Winslow Evans & Crocker
Massachusetts
$1.32M +$454K +2,850 +53%
RMAM
683
Raab & Moskowitz Asset Management
New Jersey
$1.29M -$14.3K -90 -1%
BWM
684
BigSur Wealth Management
Florida
$1.28M +$1.28M +8,050 New
LCH
685
Lee Capital Holdings
New York
$1.27M -$4.4M -27,670 -78%
LSCM
686
Light Street Capital Management
California
$1.27M +$318K +2,000 +33%
TA
687
Townsend & Associates
Colorado
$1.27M +$211K +1,324 +20%
CG
688
Cutler Group
California
$1.26M -$2.16M -13,615 -63%
IAA
689
Independent Advisor Alliance
North Carolina
$1.25M +$856K +5,424 +219%
ANRIA
690
American National Registered Investment Advisor
Texas
$1.24M +$68.4K +430 +6%
RIM
691
Rampart Investment Management
Connecticut
$1.24M -$103K -2,234 -8%
APA
692
American Portfolios Advisors
New York
$1.24M +$278K +1,751 +29%
QSS
693
Quantitative Systematic Strategies
Florida
$1.24M +$1.24M +7,773 New
FMB
694
Field & Main Bank
Kentucky
$1.24M +$17.3K +109 +1%
CC
695
Cipher Capital
New York
$1.23M +$228K +1,435 +23%
GI
696
Gradient Investments
Minnesota
$1.22M +$69.5K +437 +6%
BB
697
Bell Bank
North Dakota
$1.2M +$91.7K +577 +8%
WCA
698
Waratah Capital Advisors
Ontario, Canada
$1.19M -$419K -2,633 -26%
AWM
699
Avitas Wealth Management
California
$1.18M +$96.1K +604 +9%
MAM
700
Martingale Asset Management
Massachusetts
$1.18M +$286K +1,801 +32%
26 27
28
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