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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 %
SA
726
SpiderRock Advisors
Delaware
$215K – – –
SBIA
727
Sheaff Brock Investment Advisors
Indiana
$214K +$214K +2,286 New
BSW
728
Buckingham Strategic Wealth
Missouri
$213K +$213K +2,280 New
AIA
729
Allegis Investment Advisors
Idaho
$211K +$211K +2,263 New
KP
730
Keel Point
Alabama
$209K +$209K +2,242 New
AA
731
Apriem Advisors
California
$208K -$58.4K -625 -22%
PGFC
732
Peapack-Gladstone Financial Corp
New Jersey
$208K -$13.1K -140 -6%
HT
733
Heritage Trust
Oklahoma
$207K -$25.3K -271 -11%
JRP
734
Jasper Ridge Partners
California
$207K +$207K +2,216 New
CAG
735
Crestwood Advisors Group
Massachusetts
$206K +$206K +2,200 New
NAM
736
North American Management
Massachusetts
$203K +$203K +2,171 New
TF
737
Tompkins Financial
New York
$202K – – –
PAM
738
Paradigm Asset Management
New York
$196K – – –
AF
739
Allworth Financial
California
$187K – – –
SWA
740
Sutton Wealth Advisors
Florida
$174K – – –
JFA
741
JNBA Financial Advisors
Minnesota
$171K – – –
EDRH
742
Edmond de Rothschild Holding
Switzerland
$165K – – –
FPFS
743
First Personal Financial Services
North Carolina
$153K – – –
AOWM
744
Alpha Omega Wealth Management
Virginia
$149K – – –
SIAS
745
Shine Investment Advisory Services
Colorado
$148K +$7.75K +83 +6%
GLI
746
Guardian Life Insurance
New York
$145K +$3.65K +39 +3%
MRCM
747
M&R Capital Management
New Jersey
$144K – – –
TRCT
748
Tower Research Capital (TRC)
New York
$139K +$130K +1,384 +1,384%
MUS
749
Mitsubishi UFJ Securities
Japan
$131K +$88K +940 +204%
PCA
750
Peddock Capital Advisors
Massachusetts
$130K – – –
28 29
30
31 32