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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 %
IDBONY
701
Israel Discount Bank of New York
New York
$637K -$14.2K -122 -2%
PIM
702
Penobscot Investment Management
Massachusetts
$637K +$637K +5,480 New
BHIA
703
Birch Hill Investment Advisors
Massachusetts
$636K +$636K +5,470 New
FT
704
Fiduciary Trust
Massachusetts
$626K +$115K +989 +22%
H
705
HoyleCohen
California
$617K +$49.5K +425 +9%
SSP
706
Sapphire Star Partners
Washington
$616K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
707
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$613K +$174K +1,500 +40%
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$607K – – –
SHGA
709
Sand Hill Global Advisors
California
$589K -$5.19M -44,651 -90%
BJL
710
Brighton Jones LLC
Washington
$584K -$11.1K -95 -2%
WP
711
WealthSource Partners
California
$582K -$426K -3,657 -42%
BBCM
712
Boardman Bay Capital Management
New York
$582K +$582K +5,000 New
BFEC
713
Benjamin F. Edwards & Company
Missouri
$579K +$66K +568 +13%
1SB
714
1ST Source Bank
Indiana
$578K +$103K +883 +22%
SWM
715
SeaCrest Wealth Management
New York
$576K -$8.73K -75 -1%
IA
716
IFP Advisors
Florida
$575K – – –
BB
717
Bell Bank
North Dakota
$573K +$41.2K +354 +8%
DA
718
DSC Advisors
Illinois
$573K +$74.5K +641 +15%
IHL
719
Investment House LLC
California
$572K – – –
AIS
720
AlphaOne Investment Services
Pennsylvania
$571K +$282K +2,421 +97%
CAPTRUST Financial Advisors
721
CAPTRUST Financial Advisors
North Carolina
$570K +$14.7K +127 +3%
GI
722
GAMCO Investors
Connecticut
$558K -$3.37K -29 -0.6%
HFS
723
HL Financial Services
Kentucky
$552K +$23.3K +200 +4%
PAS
724
Park Avenue Securities
New York
$550K +$550K +4,766 New
VFA
725
Voya Financial Advisors
Connecticut
$548K +$62K +549 +13%
27 28
29
30 31