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Salesforce
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Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
726
Intellectus Partners
California
$756K -$1.77M -12,984 -70%
1WA
727
180 Wealth Advisors
Washington
$755K -$30.8K -226 -4%
IDBONY
728
Israel Discount Bank of New York
New York
$751K +$3K +22 +0.4%
VFA
729
Voya Financial Advisors
Connecticut
$751K +$95.2K +705 +15%
QIM
730
Quantitative Investment Management
Virginia
$750K -$32.9M -241,100 -98%
CMANY
731
Capital Management Associates (New York)
New York
$750K +$750K +5,500 New
LW
732
Linscomb Wealth
Texas
$744K +$118K +869 +19%
DA
733
DSC Advisors
Illinois
$742K +$70.3K +516 +10%
WEC
734
Winslow Evans & Crocker
Massachusetts
$740K -$37.7K -276 -5%
I
735
INVST
Indiana
$732K +$732K +5,363 New
CRWM
736
Castle Rock Wealth Management
California
$726K -$106K -774 -13%
SSP
737
Sapphire Star Partners
Washington
$723K – – –
SCM
738
Shelton Capital Management
Colorado
$713K -$68.2K -500 -9%
AWM
739
Altium Wealth Management
New York
$710K +$264K +1,932 +59%
IBOK
740
Independence Bank of Kentucky
Kentucky
$707K -$71.6K -525 -9%
H
741
HoyleCohen
California
$702K -$21.4K -157 -3%
SWM
742
SeaCrest Wealth Management
New York
$700K +$25.1K +184 +4%
1SB
743
1ST Source Bank
Indiana
$690K +$11.1K +81 +2%
LNC
744
Lincoln National Corp
Pennsylvania
$687K -$418K -3,063 -38%
IHL
745
Investment House LLC
California
$683K +$12.3K +90 +2%
GCM
746
Glaxis Capital Management
Florida
$682K +$682K +5,000 New
ACP
747
Aviance Capital Partners
Florida
$682K +$682K +5,000 New
IC
748
Intersect Capital
California
$679K +$287K +2,101 +73%
AAP
749
Aristotle Atlantic Partners
Florida
$674K +$144K +1,056 +27%
SWP
750
Stratos Wealth Partners
Ohio
$673K +$66.7K +489 +11%
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