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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 %
Mariner
701
Mariner
Kansas
$1.16M +$97.2K +611 +9%
BHIA
702
Birch Hill Investment Advisors
Massachusetts
$1.16M -$29.4K -185 -2%
FBT
703
First Bank & Trust
South Dakota
$1.15M -$41.2K -270 -3%
VR
704
Viridian RIA
Washington
$1.15M +$92.8K +584 +9%
IR
705
Invictus RG
Bermuda
$1.13M +$689K +4,332 +155%
CBOA
706
Commonwealth Bank of Australia
Australia
$1.13M +$17.8K +112 +2%
TM
707
Tiger Management
New York
$1.13M +$1.13M +7,100 New
HFS
708
HL Financial Services
Kentucky
$1.12M +$144K +905 +15%
HI
709
HBK Investments
Texas
$1.11M +$1.11M +6,979 New
LOAME
710
Lombard Odier Asset Management (Europe)
United Kingdom
$1.11M – – –
PSUF
711
People's United Financial
Connecticut
$1.1M +$103K +649 +10%
CCM
712
Covington Capital Management
California
$1.09M -$262K -1,648 -19%
CAPTRUST Financial Advisors
713
CAPTRUST Financial Advisors
North Carolina
$1.07M +$33.9K +213 +3%
BJL
714
Brighton Jones LLC
Washington
$1.06M -$96.2K -605 -8%
FI
715
FormulaFolio Investments
Michigan
$1.06M +$419K +2,633 +65%
TPWA
716
TRUE Private Wealth Advisors
Oregon
$1.04M +$12.9K +81 +1%
CEP
717
Chicago Equity Partners
Illinois
$1.04M +$92.2K +580 +10%
KWM
718
Kingsview Wealth Management
Oregon
$1.02M +$584K +3,671 +133%
BWM
719
Bernicke Wealth Management
Wisconsin
$1.02M +$44.2K +278 +5%
FT
720
Fiduciary Trust
Massachusetts
$998K +$7.95K +50 +0.8%
SWP
721
Stratos Wealth Partners
Ohio
$994K +$210K +1,320 +27%
CCA
722
Checchi Capital Advisers
California
$991K +$68.2K +429 +7%
SSWM
723
Sheets Smith Wealth Management
North Carolina
$990K +$21.5K +135 +2%
FDCDDQ
724
Federation des caisses Desjardins du Quebec
Quebec, Canada
$990K +$51.2K +322 +5%
CCM
725
Compton Capital Management
Rhode Island
$983K -$15.9K -100 -2%
27 28
29
30 31