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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
726
Cornerstone Advisors (Washington)
Washington
$344K -$64.4K -630 -16%
HWA
727
HCR Wealth Advisors
California
$341K -$25.6K -250 -7%
LOAMS
728
Lombard Odier Asset Management (Switzerland)
Switzerland
$338K – – –
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$337K +$109K +1,067 +48%
AWA
730
ARS Wealth Advisors
Florida
$336K -$57.8K -565 -15%
LSAG
731
Lake Street Advisors Group
New Hampshire
$336K +$336K +3,287 New
VIA
732
Vident Investment Advisory
Georgia
$335K -$696K -6,821 -68%
CA
733
Cetera Advisors
Colorado
$334K +$49.7K +485 +17%
MOS
734
MGO One Seven
Ohio
$332K +$332K +3,252 New
DBT
735
Dubuque Bank & Trust
Iowa
$330K – – –
AB
736
Atlas Brown
Kentucky
$330K +$3.73K +33 +1%
RWA
737
Ropes Wealth Advisors
Massachusetts
$323K -$81.7K -800 -20%
FIM
738
Foresters Investment Management
New York
$322K +$322K +3,146 New
CCMW
739
Cypress Capital Management (Wyoming)
Wyoming
$320K -$10.2K -100 -3%
HTHT
740
Hemenway Trust Hemenway Trust
New Hampshire
$319K -$35.7K -350 -10%
HSA
741
HBK Sorce Advisory
Pennsylvania
$319K -$8.08K -79 -2%
MWP
742
MYCIO Wealth Partners
Pennsylvania
$318K +$28.8K +282 +10%
VF
743
Virtu Financial
New York
$317K -$3.3M -32,246 -91%
SGM
744
Skye Global Management
Florida
$317K +$317K +3,100 New
HB
745
Homrich & Berg
Georgia
$306K +$34.3K +335 +13%
NL
746
NWAM LLC
Washington
$305K -$9.22K -90 -3%
CDH
747
Charles D. Hyman
$305K +$305K +2,980 New
ClearBridge Investments
748
ClearBridge Investments
New York
$303K -$147K -1,438 -33%
CCA
749
Cobblestone Capital Advisors
New York
$303K -$120K -1,175 -28%
FHA
750
Flagship Harbor Advisors
Massachusetts
$302K +$302K +2,765 New
28 29
30
31 32