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Salesforce
CRM

Overview Fund Activity

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$338M
2
Millennium Management
Millennium Management
New York
+$211M
3
PC
PointState Capital
New York
+$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$117M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$301M
3
TCM
Tybourne Capital Management
Hong Kong
-$125M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
5
MNA
Manning & Napier Advisors
New York
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
701
Wolverine Trading
Illinois
$280K -$1.7M -18,218 -86%
CC
702
Cadinha & Co
Hawaii
$273K +$273K +2,920 New
AB
703
Atlas Brown
Kentucky
$270K – – –
IUHSA
704
Itau Unibanco Holding S.A.
Brazil
$268K -$634K -2,140 -70%
IC
705
Intersect Capital
California
$267K – – –
MWP
706
MYCIO Wealth Partners
Pennsylvania
$265K -$7.58K -81 -3%
PAS
707
Partnervest Advisory Services
California
$265K +$4.67K +50 +2%
LCP
708
Legacy Capital Partners
Wisconsin
$261K – – –
SC
709
Savant Capital
Illinois
$260K +$934 +10 +0.4%
WSFS
710
Wilmington Savings Fund Society
Delaware
$260K +$17.1K +183 +7%
AWA
711
Arete Wealth Advisors
Illinois
$260K +$260K +2,783 New
CA
712
Cetera Advisors
Colorado
$258K -$18.6K -200 -7%
WT
713
Washington Trust
Rhode Island
$257K -$19.1K -205 -7%
GT
714
Glenview Trust
Kentucky
$253K – – –
PTC
715
Private Trust Company
Ohio
$251K +$251K +2,691 New
HB
716
Homrich & Berg
Georgia
$248K -$9.14K -98 -4%
WF
717
Welch & Forbes
Massachusetts
$247K -$30.9K -330 -11%
WCA
718
Westover Capital Advisors
Delaware
$245K -$7.93K -85 -3%
OIA
719
Optimum Investment Advisors
Illinois
$243K -$14K -150 -5%
EA
720
Emerald Advisers
Pennsylvania
$239K – – –
CFA
721
Cahill Financial Advisors
Minnesota
$234K – – –
GCA
722
Gideon Capital Advisors
New York
$231K +$231K +2,468 New
CBU
723
CIBC Bank USA
Illinois
$225K – – –
CS
724
Credential Securities
$224K -$6.54K -70 -3%
AL
725
Aspiriant LLC
California
$222K +$222K +2,376 New
27 28
29
30 31