CRM icon

Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCP
701
Legacy Capital Partners
Wisconsin
$1.87M +$276K +1,745 +17%
AC
702
Alexandria Capital
Virginia
$1.85M +$3.17K +20 +0.2%
TRCT
703
Tower Research Capital (TRC)
New York
$1.85M -$1.57M -9,923 -46%
STA
704
Summit Trail Advisors
New York
$1.85M -$145K -918 -7%
OWD
705
Osborn Williams & Donohoe
Ohio
$1.84M +$697K +4,335 +61%
NB
706
NBT Bank
New York
$1.83M +$247K +1,562 +16%
TH
707
TCTC Holdings
Texas
$1.82M – – –
MFAM
708
Motley Fool Asset Management
Virginia
$1.81M +$198K +1,248 +12%
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81M +$34.4K +217 +2%
SSWM
710
Sheets Smith Wealth Management
North Carolina
$1.8M +$1.38M +8,685 +321%
TFCM
711
Taylor Frigon Capital Management
Arizona
$1.8M -$55.6K -351 -3%
DADC
712
D.A. Davidson & Co
Montana
$1.79M +$237K +1,506 +15%
CCP
713
Corient Capital Partners
California
$1.79M +$645K +4,073 +56%
BFA
714
Brendel Financial Advisors
New Hampshire
$1.78M +$1.78M +11,262 New
RJT
715
Raymond James Trust
Florida
$1.77M +$17.7K +112 +1%
IWS
716
Insight Wealth Strategies
California
$1.75M +$76.4K +482 +5%
Schroder Investment Management Group
717
Schroder Investment Management Group
United Kingdom
$1.74M +$265K +1,674 +18%
Marshall Wace
718
Marshall Wace
United Kingdom
$1.73M -$1.71M -10,787 -50%
SS
719
Sunbelt Securities
Texas
$1.73M +$259K +1,635 +18%
CNC
720
Citizens & Northern Corp
Pennsylvania
$1.73M -$29.9K -189 -2%
CAIMH
721
Central Asset Investments & Management Holdings
Hong Kong
$1.73M +$1.73M +10,900 New
EDRH
722
Edmond de Rothschild Holding
Switzerland
$1.72M +$670K +4,234 +64%
SW
723
SlateStone Wealth
Florida
$1.72M +$1.72M +10,880 New
AO
724
Allen Operations
New York
$1.71M – – –
AAS
725
Avantax Advisory Services
Texas
$1.71M +$658K +4,154 +62%
27 28
29
30 31