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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
676
Southport Capital Management
Tennessee
$1.38M +$21.8K +159 +2%
OAMU
677
Ostrum Asset Management US
New York
$1.38M +$1.38M +10,095 New
LCP
678
Legacy Capital Partners
Wisconsin
$1.38M -$48K -350 -3%
JRP
679
Jasper Ridge Partners
California
$1.37M – – –
GAMA
680
Graticule Asia Macro Advisors
New York
$1.37M -$6.78M -49,500 -83%
ACM
681
Alight Capital Management
New York
$1.37M +$1.37M +10,000 New
NB
682
NBT Bank
New York
$1.37M +$201K +1,467 +17%
DADC
683
D.A. Davidson & Co
Montana
$1.36M +$83.3K +608 +7%
CG
684
Caprock Group
Idaho
$1.33M -$58.2K -425 -4%
EWM
685
Elmwood Wealth Management
California
$1.33M +$17.4K +127 +1%
RE
686
RBC Europe
United Kingdom
$1.32M +$1.19M +8,707 +911%
BRWA
687
B. Riley Wealth Advisors
Florida
$1.32M -$42.3K -308 -3%
CAN
688
Cetera Advisor Networks
California
$1.31M -$224K -1,640 -15%
JSL
689
JT Stratford LLC
Georgia
$1.3M -$226K -1,650 -15%
IB
690
Intrust Bank
Kansas
$1.3M +$53.8K +393 +4%
CAL
691
Capital Analysts LLC
Pennsylvania
$1.28M +$1.1M +8,000 +583%
SS
692
Sunbelt Securities
Texas
$1.27M +$736K +5,373 +138%
AWM
693
Avitas Wealth Management
California
$1.25M +$237K +1,727 +23%
IAA
694
Independent Advisor Alliance
North Carolina
$1.25M +$169K +1,233 +16%
WCM
695
Wisconsin Capital Management
Wisconsin
$1.23M +$1.23M +9,000 New
CG
696
Cutler Group
California
$1.23M +$142K +1,039 +13%
EWM
697
Edge Wealth Management
New York
$1.23M +$687K +5,014 +127%
MCM
698
Mainstay Capital Management
Michigan
$1.21M +$59.9K +442 +5%
BWM
699
BigSur Wealth Management
Florida
$1.21M +$103K +750 +9%
HBT
700
Hills Bank & Trust
Iowa
$1.2M -$422K -3,080 -26%
26 27
28
29 30