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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHCM
726
Columbus Hill Capital Management
New Jersey
$980K -$27.1M -170,200 -97%
FCM
727
Ferox Capital Management
United Kingdom
$974K – – –
NL
728
NVWM LLC
Pennsylvania
$971K +$8.27K +52 +0.9%
CA
729
Cetera Advisors
Colorado
$967K +$329K +2,066 +52%
JDR
730
Jay D. Rosenbaum
$957K -$142K -895 -13%
CM
731
Caption Management
Oklahoma
$954K +$954K +6,000 New
SBH
732
Segall Bryant & Hamill
Illinois
$951K +$40.1K +252 +4%
CBT
733
Capital Bank & Trust
California
$950K -$55.7K -350 -6%
CANY
734
Caxton Associates (New York)
New York
$944K +$459K +2,887 +95%
PMG
735
ProVise Management Group
Florida
$940K -$39.8K -250 -4%
EDRH
736
Edmond de Rothschild Holding
Switzerland
$926K +$491K +3,085 +113%
IHL
737
Investment House LLC
California
$915K +$119K +750 +15%
AFNAS
738
American Financial Network Advisory Services
California
$914K +$900K +5,662 +6,584%
1WA
739
180 Wealth Advisors
Washington
$896K +$16.4K +103 +2%
OLA
740
Oliver Luxxe Assets
New Jersey
$894K -$801K -5,170 -47%
DP
741
Dearborn Partners
Illinois
$894K – – –
LFAS
742
Level Four Advisory Services
Texas
$889K -$1.49M -9,369 -63%
DA
743
DSC Advisors
Illinois
$889K +$23.7K +149 +3%
PIM
744
Penobscot Investment Management
Massachusetts
$884K – – –
BCM
745
Brown Capital Management
Maryland
$882K -$1.27K -8 -0.1%
CMANY
746
Capital Management Associates (New York)
New York
$877K +$1.91K +12 +0.2%
MA
747
Mutual Advisors
Nebraska
$875K +$491K +3,085 +128%
H
748
HoyleCohen
California
$871K +$53.1K +334 +6%
IP
749
Intellectus Partners
California
$866K -$15.9K -100 -2%
Rafferty Asset Management
750
Rafferty Asset Management
New York
$865K +$865K +5,437 New
28 29
30
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