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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 %
GTAM
726
Global Trust Asset Management
Florida
$538K +$514K +4,420 +2,125%
KA
727
Kovack Advisors
Florida
$537K +$13.8K +119 +3%
LW
728
Linscomb Wealth
Texas
$534K +$41.2K +354 +8%
SCI
729
S&CO Inc
Massachusetts
$523K – – –
CGT
730
Capital Guardian Trust
California
$519K – – –
CB
731
CNB Bank
Pennsylvania
$518K +$111K +952 +27%
SWP
732
Stratos Wealth Partners
Ohio
$517K -$4.54K -39 -0.9%
Rafferty Asset Management
733
Rafferty Asset Management
New York
$515K -$979K -8,414 -66%
ANB
734
Amarillo National Bank
Texas
$513K +$99.7K +858 +24%
AMCA
735
Arthur M. Cohen & Associates
Illinois
$509K -$524K -4,540 -51%
BTNA
736
Bremer Trust National Association
Minnesota
$506K -$129K -1,110 -20%
IIM
737
Intact Investment Management
Quebec, Canada
$500K -$116K -1,000 -19%
MCM
738
MAI Capital Management
Ohio
$499K -$36.4K -313 -7%
CLOS
739
Compagnie Lombard Odier SCmA
Switzerland
$494K -$645K -5,550 -57%
GBT
740
Grove Bank & Trust
Florida
$487K -$2.33K -20 -0.5%
SFSIG
741
San Francisco Sentry Investment Group
California
$486K -$9.76K -84 -2%
Mackenzie Financial
742
Mackenzie Financial
Ontario, Canada
$484K -$4.08M -35,138 -89%
JT
743
Jump Trading
Illinois
$478K -$322K -2,764 -40%
SCA
744
Snowden Capital Advisors
New York
$474K +$12.4K +107 +3%
RFO
745
RiverGlades Family Offices
Florida
$474K -$116K -1,000 -20%
FLPIM
746
F.L. Putnam Investment Management
Massachusetts
$467K +$467K +4,019 New
SFG
747
Summit Financial Group
West Virginia
$455K -$931 -8 -0.2%
BUB
748
BBVA USA Bancshares
Texas
$452K -$53.9K -463 -11%
AAP
749
Aristotle Atlantic Partners
Florida
$451K +$196K +1,686 +77%
WPP
750
Whalerock Point Partners
Rhode Island
$450K +$29.1K +250 +7%
28 29
30
31 32